Add Relationships

Modified on Tue, 23 Apr at 4:58 PM

Adding a Relationship links individual member records to each other to identify members of the same family or corporate entity. MiMembership users can also use the relationships as a reference to identify members entitled to a family discount or other special promotions. To create additional relationship groups and types click here

Quick Steps

Step 1 - Search for the member record

Step 2 - From the Member Action drop menu, select Relationships

Step 3 - Select the +Relationship button

Step 4 - Select Relationship Group (Family or Corporate), then select Next

Step 5 - From the Member Relationship Type drop menu, select Relationship Type

Step 6 - From the Linked Member drop menu, select the member to link

Step 7 - From the Linked Relationship Type, select the linked Relationship Type for the linked member

Step 8 - Select Confirm

Step by Step

Step 1 - Search for the member record using the Quick Search, or navigate to the Members Directory and filter Current members by name or member number

Step 2 - From the Member Action drop menu, select Relationships

Step 3 - Select the +Relationship button (located top right of screen)

Step 4 - Select Relationship Group from the available options ( System default = Family or Corporate), then select Next

Step 5 - From the Member Relationship Type drop menu, select the Relationship Type from the options available

Step 6 - From the Linked Member drop menu, select the member to link (type the member name or member number to populate menu options)

Step 7 - From the Linked Relationship Type, select the linked Relationship Type for the linked member

Step 8 - Select Confirm. To add more than one linked member in the same Relationship Group to the Member record, click the + icon and repeat Step 7, then select Confirm

Note: A link shortcut icon will appear on each linked member record under their initials (and next to their Surname in the Member's Directory). This shortcut will redirect you to the Relationships page within the member record where you can edit or add more relationships