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On the Operations page, select Primary under the Member Management section.
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Select Replace from the drop-down list that appears.
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Please note: Any “New Values” fields left blank will have the “Current Values” carried over automatically. Unless a particular item needs to be updated, or the Replacement Wizard requires a specific field to be filled, the “New Values” can be left blank.
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MEMBERSHIP DATESINFO:
Date Signed: The date the agreement is signed by the member. Adjustments can be made by clicking on the calendar on the right-hand side of the New Value column.
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Membership Code: Categorizes members based on your club’s preferences. Membership codes are set up on the Administration page under Lists Setup.
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BILLING INFORMATION:
In order for eFit to process payments, the billing address on file needs to match the billing address with the member’s financial institution. If this is the same as the mailing address, check the corresponding box. If the member’s billing information has changed, or the account is being paid by a third party (parent, employer, friend, etc.), the new information will need to be entered in the corresponding New Values fields.
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Replacement Reason: Description of why the replacement was completed and possibly what was done to the agreement. The member’s account will be automatically notated with the reason for future reference.
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Replacement Summary: A review of all adjustments made to the agreement prior to submission. This is the last opportunity to go back and make any further adjustments if needed.
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