Multi-Member Accounts/Cross-Reference Feature

Multi-Member Accounts/Cross-Reference Feature

In the Membership Management System (MMS), you can group members into accounts for billing and administrative purposes. Here's how you can use the cross-reference feature:

Member Cross-Referencing

Cross-referencing is the recommended method as it is simple to use. With cross-referencing enabled, you can add additional non-paying members by assigning them a $0 membership plan and linking them to the primary contact (the member with a non-$0 membership plan).

To cross-reference a non-paying member to a paying member:

1. Edit the non-paying member's information.

2. Select the primary contact from the cross-reference field.

Think of cross-referencing as a parent-child relationship, where the non-paying member (child) is cross-referenced to the paying member (parent).

Getting Cross-Referencing Right

If you accidentally make a mistake in cross-referencing, it can be challenging to understand the relationship between members. To make it easier to analyze:

- Use the info page in the member database admin. It will show you which record a particular member is cross-referenced to (parent) and any records that may be cross-referenced to it (children). You can navigate to view those records as well.

- Utilize the cross-reference report in quick reports. This report provides a comprehensive overview of parent and child records within your organization, making it easy to identify relationships at a glance.