Member Activities are typically used to track joins and drops as part of the add/drop member processes, however they can be useful for tracking other membership activities such as membership level changes, contract renewals, entity/network/committee join dates, award nominations or recognition, and more.
Individually, you create Member Activity Records on a Profile's Member Activity tab. But, if you want to create one Member Activity record for multiple Profiles, you can use the Profile Selector. Follow these steps to create a Member Activity Record for multiple Profiles:
- Open the Profile Selector (Profiles > Select Profiles)
- Use the search criteria to bring the profiles you want in to the Data Grid. For more help using the Profile Selector, click here)
- Use Shift or Ctrl keys to highlight the rows of Profiles to which you want to assign a Member Activity record
- Right-click and select Create Member Activity for Selected Members. Atlas will ask you to set the Member Actvity Type and Date for the resulting Member Activity Records.
- Click Save.