End a Membership Term
Staff can select a date on which to end a membership, without the need to cancel or issue a refund.
You should only follow these instructions if you want to end a membership without canceling the membership or issuing a refund.
To give staff users the ability to use the End Date Override functionality, Administrator must enable it. To enable End Date Override functionality, follow the below steps:
- Add End Date Override field to the page layout of Membership Object.
- In the tab bar, click App Launcher, or in Salesforce Classic, click Nimble AMS, Staff View, Button, All Tabs.
Click Memberships.
Select a preferred list view from the available options.
Click Edit next to the membership you would like to edit.
In
End Date Override
, enter the date on which the membership should end.Click Save.