After submission of a membership transaction, the  Head of House (HOH) or membership owner record can be transferred from one constituent to another in 2 different places within the software: the main Memberships grid or on the Membership tab within a constituent’s record. Transferring ownership of a membership from one constituent to another will eliminate all connection the original owning constituent has/had with this membership transaction. 

 

Please Note: Memberships with a recurring payment cannot be transferred as the Pledge Schedule and Credit card tied to the payments cannot be moved from one constituent to another. 

 

From the Memberships grid in the default Summary View, select the desired membership transaction by clicking on that row to highlight it. 

  • Once selected, mouse over the Actions menu and click on the Transfer Membership option. 
  • A dialog window will then launch with a constituent search field. 
  • Enter in the last name or company name of the constituent you wish to transfer the ownership to and select them from the search results. 
  • New constituents cannot be added here, they must already have a record in the database to accept the transfer. 
  • Once the desired constituent is selected click the green Transfer button to complete the transfer. 
  • The membership record will then be updated on the grid with the new constituent’s information.

 


 

You can also perform the same actions from a constituent’s record in their Membership Tab. 

  • Click on the row with the desired membership transaction to highlight that row. 
  • Next, click the blue “Transfer” button which appears next to the “View/Edit” button at the top left of the grid. 
  • A dialog window will then launch with a constituent search field. 
  • Enter in the last name or company name of the constituent you wish to transfer ownership to and select them from the search results. 
  • Once the desired constituent is selected, click the green “Transfer” button to complete the transfer. 
  • The Membership record will be transferred to the new constituent and no longer appear on the current constituent’s Membership tab.