Skip to main content

Member Management

Member Management is a feature within ERP systems (like PrismERP) that enables organizations to register, monitor, and manage individuals associated with the organization—such as students, club members, association participants, employees, or customers. This module maintains a centralized database of all members, including personal details, membership status, payment history, and engagement activities.
It is essential for institutions like universities, cooperatives, clubs, associations, unions, and professional bodies.

Key Features​

  • Member Registration & Profile Management
  • Membership Category & Type Setup (Regular, Honorary, Life, etc.)
  • Document Upload & Verification
  • Membership Validity & Renewal Alerts
  • Payment History & Subscription Tracking
  • Member Communication (SMS/Email)
  • Search & Filter Members by Status, Type, or Department
  • Activity & Participation Logs
  • Blacklisting/Deactivation Option
  • Reporting & Export Options

Steps to Utilize this Feature in PrismERP​

Access the Member Management section from the ERP dashboard or menu.

Register New Member​

  • Click "Add Member"
  • Fill in member details: name, ID, category, contact info, documents
  • Save the profile

Assign Membership Type & Validity​

  • Choose membership type and period
  • Set expiry/renewal dates and payment plans if applicable

Track & Communicate​

  • Use the system to send emails/SMS for dues, updates, or events
  • View payment history or pending dues

Manage Status​

  • Deactivate, blacklist, or renew members as needed
  • View active/inactive member lists using filters

Generate Reports​

  • Use prebuilt or custom filters
  • Export reports for internal or external use

Membership Add Page​

Membership Add Page

Membership List Page​

Membership List Page