Check Member Account Status
Quick Start
🔍 Need to check a member's status? Follow these 3 steps for instant information.
- Search for member → 2. Open Membership tab → 3. View status and payment details
What you'll accomplish: Get complete membership information for any member in under 1 minute, including status, dues payments, and membership level details.
🚀 Quickstart
- Search for the member using the global search bar
- Open their account and click the Membership tab
- View membership status, payment progress, and membership level
⚠️ Before You Start
📋 Prerequisites Checklist
- You have access to view member accounts
- Membership tab is visible on account records
- You have permissions to view membership fields
- Member account exists in the system
📘 Detailed Instructions
Step 1: Find the Member Account
- Click the Global Search bar at the top of any Salesforce page
- Type the member's name, account name, or email address
- Select the correct account from the search results
- Click to open the account record
Step 2: Access Membership Information
- Navigate to the Membership tab on the account
- Confirm you're viewing the Details tab (should be active by default)
Step 3: Review Key Membership Data
👤 Key Membership Fields
| Field | Location | What It Shows |
|---|---|---|
| Membership Status | Membership Status section | Current status (Active, Inactive, Pending, etc.) |
| Current Membership - Remaining Percent | Current Membership Amount section | Percentage of dues paid for current period |
| Membership Level | Member Details section | Current membership tier or category |
| Membership Start Date | Member Details section | When membership began |
| Membership End Date | Member Details section | When membership expires |
| Last Payment Date | Payment History section | Most recent payment received |
Primary Status Indicators:
- ✅ Active - Member in good standing with current dues
- ⏳ Pending - New member or renewal in progress
- ⚠️ Inactive - Membership lapsed or suspended
- 💰 Payment Due - Outstanding balance on account
✅ How to Know It Worked
You should see:
- ✅ Member's current Membership Status clearly displayed
- ✅ Remaining Percent showing dues payment progress
- ✅ Membership Level and dates visible
- ✅ Recent payment history (if any payments made)
What the information tells you:
- 100% Remaining = Dues fully paid for current period
- 50% Remaining = Half of dues still owed
- 0% Remaining = No outstanding dues balance
🆘 Troubleshooting
❌ Cannot Find Membership Tab
Problem: Membership tab not visible on account record
Solutions:
- ✅ Verify you're on an Account record (not Contact)
- ✅ Check that Membership tab is added to page layout
- ✅ Confirm your profile has access to membership features
- ✅ Ask admin to verify app and layout configuration
❌ Missing Membership Fields
Problem: Cannot see membership status or percentage fields
Contact your System Administrator to verify:
- ✅ Field-level security is set correctly for your profile
- ✅ Fields are added to the page layout
- ✅ Page layout is assigned to the correct app
- ✅ Profile has correct page layout assignment
❌ Membership Data Appears Incorrect
Problem: Status or percentages don't match expectations
Solutions:
- ✅ Refresh the page to get latest data
- ✅ Check recent payment history for updates
- ✅ Verify fiscal year settings and membership periods
- ✅ Contact admin if automation rules may need adjustment