Adding a Chapter Membership from the Household Profile

It is possible to add a chapter membership to a household directly from the Household Profile. Once added, chapter memberships can be tracked on the chapter memberships child form located under the Membership tab.

To add a chapter membership from the household profile, complete the following steps:

  1. Go to the Household Profile of the household to which you wish to add the chapter membership.
  2. Click the Add Chapter Membership icon located on the Actions Bar of the Household Profile. The Chapter Membership Wizard appears.
  3. Complete the steps to adding a membership as outlined in the Adding a Chapter Membership help topic.

    Note: Notice the new member field is pre-populated with the name of the household and cannot be edited.

  1. Click the Save button.The Household Profile will refresh and display the newly added membership on the chapter memberships child form.

Membership Flow Down in Households

When a household purchases a chapter membership, it is possible for the benefits of that chapter membership to flow down to the members of the household. In order for the benefits of a chapter membership to flow down to household members, the member type associated with the chapter membership purchased and the relationship type of the individual to the household must be enabled to support membership flow down.

Please view the Enabling Membership Flow Down for Households help topic for details on enabling these two objects to support membership flow down.

The Individual Profile for the members of the household will update to reflect the flow down of benefits.

The receives member benefits field, located in the upper portion of the Individual Profile, will display a check mark (rather than a red X) signifying this individual is receiving benefits from the household membership. In addition the inherited memberships child form will update to show the membership that is providing the membership benefits.

Tip: Chapter memberships can be managed by clicking the GoTo icon next to the membership you wish to manage on the chapter memberships child form. This will take you to the Membership Profile where changes can be made if needed.