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View Organization Membership Related Contacts

Updated
The Goal: See which individuals at an organization are attached to that organization's membership, and add or remove them.

Before You Begin:

  • You need staff access to the organization's contact record.
  • EXCEPTION! If you have configured the membership for Owner Only, the membership is not inherited by staff, so no related contacts will inherit member status.

How Related Contacts Appear

On a business or office record you can view the individuals associated to the organization's membership. If the organization membership is Active, those contacts related to the membership are displayed as Active in the Contacts section; those not related to the membership are displayed as Non-member.

Contacts section on an organization record Overview tab, listing each related individual with Access Level and a Status of Active

Step-by-Step Instructions

  1. Open the desired organization's record. It opens on the Overview tab.

  2. In the Memberships section of the right-hand column, click the ellipsis (•••) for the desired membership.

    Memberships section in the right-hand column of an organization record, with the ellipsis menu on the membership row boxed

  3. Select Related Contacts.

    Membership row ellipsis menu open, with Related Contacts boxed among Upgrade Membership, Downgrade Membership, Drop or Delete Membership, Adjust Membership and Edit Expiration…

  4. The Edit Related Contacts window lists every contact attached to the membership. Use the minus button beside a row to remove a contact, or the plus button to add a further row.

    Edit Related Contacts window listing the contacts attached to the membership, with minus buttons to remove a row and a plus button to add one
  5. Click Done to save your changes, or Cancel to close without saving.

Common Pitfalls

  • Confusing the Contacts section with related contacts: The Contacts section lists everyone linked to the organization. Only those also listed under Related Contacts inherit the organization's membership status.
  • Owner Only memberships: If the membership type is set to Owner Only, staff do not inherit it however the related contact list is configured.

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