Both members and contacts are part of the same directory, however only non-resigned entries appear in the membership listing, and will connect with PremiumBreed.
To merge two members:
- Select the member you want to Delete
- From the member dropdown, select Merge Member
- Search for the correct member
- When found, press Merge Member next to the correct memberThe only way to merge sub-contacts is to decouple them from their parent membership. To do this:
- Go into the main membership
- Click on Update Membership
- Click on the sub-contact
- Go to the Administration accordion
- Remove the id in the Parent field.Once this is done, you should be able to follow the usual merge member process.
To change the membership status of an entry:
- Select the member record
- Go to Update Membership from the side menu
- Go to the Administration tab of the member record
- Under Date Resigned, click 'Resign'
- If joining, the link will still be under Date Resigned and will read: 'Make Member'
This works in the reverse of 'resigning a member'.
To change the membership status of an entry:
- Select the member record
- Go to Update Membership from the side menu
- Go to the Administration tab of the member record
- Under Date Resigned, click 'Make Member'
Multiple contacts can be grouped under a main contact. To do this:
Please note, once this is complete, the contacts are grouped and will no longer show up individually in searches.
Alternately, to disconnect sub contacts, simply follow these steps: