The Goal: Update which chapter is designated as the primary chapter for a member.
Before You Begin:
- The member must already be affiliated with at least two chapters — one currently marked as primary and the chapter you want to promote to primary.
Step-by-Step Instructions
- Open the member's contact record and click the Overview tab.
In the Chapters section, click the checkmark (✔) button next to the chapter that should become the new primary.
- Click OK to confirm that you wish to mark this chapter as primary.
Common Pitfalls
- Only one primary allowed: Marking a new chapter as primary will automatically remove the primary designation from the previously marked chapter.