How do I update a Salesforce Member number in the Payments Portal?

Modified on Mon, Aug 5 at 1:23 PM

1. From the Home Page/Dashboard, click on the Members Tab

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2. Find the member you want to edit, and click on the 'View' button

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3. From the Member Details Tab, Click on the 'Edit Member' button under the Members name.

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4. Update the Salesforce Member Number under the Member Details section

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5. After you've updated, click on the 'Save Changes' button to complete.

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** PLEASE NOTE **

If you are changing your Salesforce member number(s), please be sure that they align with the Salesforce membership number assigned (M-00001234). If you need to change, go back to Step 3 in this Help File and click on the 'Edit Member' button. Once open, click on the 'Edit membership' button under Membership Details.

For more help on Editing/Changin a membership numbre, visit our Help File at: Helpdesk : EzPay Help Desk (myezpay.com)