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Update Contacts Related to a Membership

Updated
The Goal: Change, add, or remove the individuals attached to an organization’s membership.

Before You Begin:

  • Have the organization contact record open, and know which membership you are changing.
  • When you assign a membership to a business, the business staff will also be activated and associated to the membership IF the membership type is set for Inheritance Type = Full Inheritance.
  • If the membership type is set to Owner Only, only the owner of the membership will be activated.

Step-by-Step Instructions

  1. On the Overview tab, click the actions icon in the Memberships section.
    Close crop of the Memberships section row on the Overview tab with the actions icon boxed
    Organization contact record with the Overview tab selected and the Memberships section visible
  2. Click Related Contacts.
    Related Contacts dialog listing the contacts related to the membership
  3. Click the add icon and select the desired contact from the drop-down list to add a new contact to the membership; click the remove icon to remove a contact from the membership; or select the desired contact from the drop-down list to change a contact.
    Close crop of the Related Contacts dialog with the add icon boxed
    Close crop of a Related Contacts row with the remove icon boxed
  4. Click Done.

Common Pitfalls

  • Expecting staff to be activated under Owner Only: If the membership type is set to Owner Only, adding a related contact will not activate them — only the owner is activated. Check the Inheritance Type on the membership type first.
  • Forgetting to click Done: Adds, removals and changes on the Related Contacts dialog are not saved until you click Done.

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