Member Setup
A member is a row in bl_crm_membership_hdr with a card number, an optional link to a customer
entity, one class, any number of labels and a point balance per currency. Everything in this section
is maintained in the Membership Admin applet.
| Page | What it covers |
|---|---|
| Member Classes | The one tier a member holds; assigned by hand, never by the backend |
| Member Labels | Tags a member can hold several of; grouped in label lists |
| Member Creation | The member form, the card-number rule, and how a member gets its customer entity |
| Bulk Import | The Upload Membership and Upload Member Point Transaction CSVs |
Order. Classes and labels first, because the member form and the CSV refer to them by code. Then the card-number rule. Then members.
One member, one class. The previous version of this section described a customer holding several memberships with separate balances. A membership header is one record with one class; a person who holds two cards is two member records, and nothing joins their balances.