action icon. Click Edit Name and Address in the drop-down menu.Linking an Individual’s Address to a Primary Organization
Navigating from the Individual Profile to the Organization Profile
Linking an Individual's Phone and Fax Number to a Primary Organization
When creating a new Individual Profile or editing the Address Information section of an Individual Profile, you have the option to link another individual to the individual's profile.
To link one individual to another:
action icon. Click Edit Name and Address in the drop-down menu.
icon to select the individual from the List—Customer Information window.
The Linked Individuals child form under the Relations child form tab displays the linked individual. If the linked individual has membership benefits and membership benefit flow down is allowed by that member type, a notation will appear in the Benefits column and the linked individual will receive membership benefits by association.
