The Goal: Understand where to view and update a member's chapter affiliations — including adding, marking as primary, and removing chapters — from the contact's Profile tab.
Before You Begin:
- The contact record must already exist in the system.
- The chapters you wish to affiliate must already be created. See Create Chapters for instructions.
Step-by-Step Instructions
Chapter affiliation may be viewed and updated on the contact's Profile tab. The Chapters section displays all the chapters a contact is connected to. You can manually add a chapter to a contact, mark a chapter as primary, or remove a chapter.
When a membership is created that is connected to a chapter, it automatically adds the chapter to this section if one does not already exist.
- Open the contact record and click the Profile tab.
- Locate the Chapters section to view all current chapter affiliations.
- From this section you can:
- Add a chapter — click the add (+) button and select a chapter from the list.
- Mark as primary — click the checkmark (✔) button next to the chapter you want to designate as primary.
- Remove a chapter — click the X button next to the chapter to be removed.
Note: The first chapter added to a contact is automatically marked as the primary chapter.
Common Pitfalls
- First chapter becomes primary automatically: If this is the first chapter added to a contact, it will be set as primary without requiring a separate action.
- Membership-linked chapters: If a chapter is linked to an active membership, removing it here may cause data inconsistency. Consider dropping the membership instead.