Membership Plus: Client Portal
23525: How to Link Individuals to Families
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Reviewed 8/25/2009
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 Membership Plus

 Windows
 11

  Families/Individuals

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I have added all of my Individuals and all of the Families. How do I link the Individuals to the Families?

To link Individuals with Families:

  1. In Membership PLUS click Members.
  2. Select Families.
  3. Highlight the appropriate family to edit.
  4. Click the Edit button at the top of the screen.
  5. In the Member Information section of the screen click Add.

  6. Click Select Individual on the Add to Family screen.

  7. Highlight the appropriate individual and click OK.
  8. After selecting all individuals that belong to this family click the Save button at the top of the screen.

    
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