If you have Parent agencies, and branches, you will need to create Contact Relationship Types. Contact Relationship Types are used to identify the Agency to Branch parent/child relationships. A pre-requisite to setting up agency/branch relationships is creating a Contact Relationship Type.
Create the Contact Relationship type: Setup > Miscellaneous > Contact Relationship Type. See Contact Relationship Types for further instructions.
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IMPORTANT: As Memberships can ONLY be owned by the Parent Agency, branches inherit the membership from the parent contact. The Contact Relationship Type MUST be set to System Relationship = Location. This is the trigger that tells the system that the child should inherit the parent's membership. |