membership

Jeni Whittington · August 2016

Hi all!

On memberships, is there a way to change the primary member on a membership record once the primary member has been marked as deceased? For example, John Doe is the primary member and Jane Doe is the guest member. They have several years of membership history. John Doe dies, but Jane Doe continues to renew her membership. I am unable to renew Jane Doe's membership tab as it is grayed out since John was the primary.

Is there a best practice such as drop John Doe's membership (which will Drop Jane's membership) and then create a new membership for Jane Doe? Any help would be appreciated.

Thanks,

Jeni

Lindy Kingins · August 2016

Not sure if you mean that they each had their own membership, or a shared membership, but when the primary record holder passes away, we simply switch positions by editing the names in the relationship fields and update the add/sals, so that the person who passed away is no longer the primary record holder. That way the surviving person becomes the primary record holder and membership owner.

Jeni Whittington · August 2016

Lindy,

Thank you so much for replying!

Jeni
Whittington

Administrative
Coordinator

Westminster College | 501
Westminster Avenue | Fulton, Mo 65251

573-592-6216 |
jeni.whittington@westminster-mo.edu

Westminster College –
Educated to Lead. Inspired to Achieve.

Beth Romano · August 2016

Jeni Whittington:

Lindy,

Thank you so much for replying!

Jeni Whittington

Administrative Coordinator

Westminster College | 501 Westminster Avenue | Fulton, Mo 65251

573-592-6216 | jeni.whittington@westminster-mo.edu

Westminster College – Educated to Lead. Inspired to Achieve.

Yes, you can move the membership to another constituent. In administration, under merge constituents, you can just move the membership information from 1 record to another. Make sure you remove the person who the membership record is being moved to first.

Jeni Whittington · August 2016

This is exactly what I needed! Thank
you!!!!