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To manually change a members join date or to backdate their join date first you need to

  1. First, find the
member
  1. sale. There are two ways of doing this
.First, if
  1. : 
    A: If you just made the sale then go to "Opportunities" tab and select "Sales" the most recent sale will be at the top.
 The second way is to use
  1.     
    B: Find ths sale using the "Search" option (top left corner). Type the name of the member you are looking for.  Note: You need to refine the search by "Sale" and not by "Members".
  2. Click on the person's
and under "Lead" you can change the join date to the desired one.  Note: You will need to be logged in as a Manager or Administrator to be able to change the date
  1. name to open their contact record
  2. Click on the Lead tab
  3. Click on the calendar icon to the right of the Sales Date* and select the desired sales date.
  4. Click Save

* If you do not have a calendar icon next to the date, then your role does not have the permission to change a sales date. In most clubs, this permission is restricted to Managers and/or Administrators only.


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