Memberships

When managing memberships, a range of options are available.

All members in your association immediately have PremiumBreed access. This gives them the ability to record information for their own purposes, or to submit it for approval.

Maintaining your member list

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.

Merging Members

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 member

Merging when one member is a sub-contact

The 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.

Resigning members

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'

Changing a contact to a 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'

Sub-contacts

Multiple contacts can be grouped under a main contact. To do this:

Find the ID of the main contact
Search for the sub-contact via the Member dropdown
Once selected, move to 'Update Membership'
Under administration, set the Linked id to be the ID of the main contact.

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:

Find the main contact, and select 'Update Membership'
Underneath the main table, you can select a link to 'Edit' the sub-contact
Select 'Update Membership' under this new sub-contact
Clear out the parent ID underneath the Administration tab

Deleting Members

Member and Contact records cannot be deleted, as the system tracks a range of information relating to these records. You can however merge two records as required.

Merging properties

Premiumbreed allows the tracking of animals and registrations in multiple locations. These are recorded as 'Properties'. In some cases, you may wish to merge the records of two properties. Usually this will be required after you complete a member merge, as this can result in duplicate properties against a single member.

To merge a property:

Select the member
View the 'edit properties' screen via the link in the sidebar
Note which property you would like to retain and which to delete.
Use the 'merge properties' feature from the member dropdown

NOTE, ensure you are keeping the right property and deleting the redundant one. This process cannot be reversed.

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