Criteria #
- The member has to exist in Memlist already
- The order of how the membership is created and deleted must be followed according to this routine. Otherwise, this may result in the member being stuck in limbo.
Move a member #
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Search for the member to move, you can either use Member-section, Quick Search or Advanced Search.
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Click on the member in the table to open the member pop-up.
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Select the Membership tab to open the Membership section
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Click the +Add Membership button
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A pop-up will now appear
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Set period (suggested to be the same as the existing membership) and from and to date.
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Choose which association the member should be assigned to.
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Set the membership article for the new company
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Set payment for membership, Paid or Not paid.
- Click the SAVE-button
- A new membership is created on the member
- Delete the old membership by clicking on the trash can next to it
- The old membership is now deleted and the member has been moved to the new company.
