How do I change an Additional Person into the Main Person?

At any time, the person allocated as the Main Contact person for the membership can be changed.  You may wish to simply override the details of the Main Person.

Alternatively, where additional people have been entered into the record, the main contact can be changed to be one of the people in the People list.

To Change the Main Person:

• Select the membership to change the main contact person.
• Click on the Go To Main Person Details button.
• Click on the Switch Main Person button located in the top right hand of the screen.
• A page will be displayed with a list of main contact person and the additional people within the selected member record. Click on the radio button displayed next to the person you wish to allocate as the main contact person.
• A pop-up box will be displayed warning you that some additional people addresses are linked to the old main contact’s address. After this update they will be linked to the new main contact’s address. If this is incorrect, edit the relevant additional people after this update.
• Click on Continue to save the new Main Person

If the Main Person is changed it will also change the contact details for the membership. That is the new Main Person contact details will now be used for additional people.  If this is incorrect edit the relevant additional people after the update.