Primary Affiliate Emily purchased a membership. She is a primary affiliate of a HH, Jerry is the other Primary Affiliate.
Our business practice is for all transactions to live to the HH, thus the initial membership will be on the HH too. However, only one membership was purchased....for Emily.
I know that I cannot transfer the membership to her record, but how can I assign it to her only, and not Jerry.
When I click on "Assign Membership" it does not allow me to assign Emily's individual constituent record.
Is anyone else running into this issue? Does anyone have a solution or work-around?
Hi, Marie,
Our Air Zoo memberships have the same issue: they may not apply to all members of a household. During implementation, Kjersten & Jonathan & Becci devised a way to handle this by using an affiliation between the HH (owner of the membership) and the person to whom the membership belongs. We created affiliation types for each membership level, and only create these relationships on the appropriate records. For example, A2 of a household has an individual membershp to the Air Zoo. We create the "Individual Member" relationship between A2 and the household, use relationship start and end dates that mirror the membership start and end dates, and that's pretty much it.
Hello Marie,
In this scenario, I change the A1/A2 label of the affiliate who is not on the membership. For instance, in your scenario, Emily and Jerry are likely listed as A1 and A2 in your HH record. But if only one has the membership, you only need the A1. You first want to make sure that Emily is the A1, and then in the Relationaship tab you will edit Jerry's record to have no A1 or A2 indicator. You can select a blank.
You will also want to review your salutations and make sure you are addressing those whom you want moving forward.
I hope this helps. There may be another way, but this is how we do it.
Mary-Ellen
Membership & Annual Fund Associate
Wadsworth Atheneum Museum of Art
Hartford, CT