Released Version: 25.0
This article is useful for any environment operating on the above version or later.
Requirements
Requirement | Description |
|---|---|
EliteParks or EliteMarinas | This feature requires you to have an environment with a licensed version of EliteParks/EliteMarinas on your tenant. |
Dynamics 365 Business Central Essential Licence | A Dynamics 365 User licence is required to be able to use this feature, you will also require the necessary permissions for the system. |
Membership Management Setup | This is configured with the Membership Management Setup screen under the EliteDocuments Tab. |
Feature Description
The Membership Documents feature allows you to collect and store required documentation for membership customers when creating them in the system. Documents can be received, checked, and attached similarly to deal processing. It also introduces restrictions to ensure all necessary details are captured before processing memberships, ensuring compliance and accuracy.
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Business Uses
Collect and manage membership agreements efficiently and ensure all required documentation is received before activation of the membership.
Streamline membership processing with document tracking, helping you to maintain compliance with detailed record-keeping.