Copying a Member Relationship Structure

Procedure

To copy a member relationship structure:

  1. Click the Admin link in the Application toolbar.
    A list appears.
  2. From the Admin menu, select M and then click Member Relationship/Subscription Tier Structure.
    The Member Relationship/Subscription Tier Structure screen appears.
  3. In the Member Relationship/Subscription Tier Structure List zone, click the Duplicate (The Duplicate Icon) icon in the Duplicate column corresponding to the member relationship structure whose copy you want to create.

    The Member Relationship/Subscription Tier Structure screen appears. It contains the following sections:

    • Main - Used to specify basic details about the member relationship structure. It contains the following fields:

      Field Name Field Description Mandatory (Yes or No)
      Structure Used to specify a code name for the structure.
      Note: You must specify a unique code name for the structure.
      		 Not applicable
      Description Used to specify the description for the structure. Yes
      Detailed Description Used to specify additional information about the structure. No
      Maximum Member Count Used to specify the maximum number of members allowed in the structure.
      Note: If you do not specify the value, by default, it is set to zero (0).
      		 No

    • Member Relationship/Subscription Tier Criteria - Used to specify the criteria details for the member relationship. It contains the following fields:

      Field Name Field Description Mandatory (Yes or No)
      Member Relationship/Subscription Tier Used to specify a code name for the criteria.
      Note: You must specify a unique code name for the member relationship/subscription criteria.
      		 No
      Self Used to specify the main subscriber for the member relationship.
      Note: The value for this field must be a positive integer.
      		 No
      Number of Spouses Used to specify the total number of spouses in the membership who meet the member relationship criteria.
      Note: The value for this field must be a positive integer.
      		 No
      Number of Dependents Used to specify the total number of dependents in the membership who meet the member relationship criteria.
      Note: The value for this field must be a positive integer.
      		 No
      Number of Young Adults Used to specify the total number of young adults in the membership who meet the member relationship criteria.
      Note: The value for this field must be a positive integer.
      		 No
      Note:

      You must specify at least one criteria for the member relationship structure. However, you can specify only a single member relationship criteria, if the maximum member count is set to zero (0) or one (1).

      Relationship Matrix - Used to specify the relationship matrix for the member relationship. It contains the following fields:

      Field Name Field Description Mandatory (Yes or No)
      Relation Used to indicate an entity in the relationship matrix. No
      Relationship Type Used to indicate how a member person is associated with the main subscriber using a relationship type. No
      Relationship Used to indicate how the relation is associated with the relationship type in the relationship matrix No
      Note: You must specify at least one relationship matrix.
    Tip: Alternatively, you can copy a member relationship structure by clicking the Duplicate button in the Member Relationship/Subscription Tier Structure zone.
  4. Enter the required details in the Main section.
  5. Define, edit, or remove a criteria (for the member relationship structure) in the Member Relationship/Subscription Tier Criteria section.
  6. If you want to define more than one criteria for the member relationship structure, click the Add (The Add Icon) icon and then repeat step 5.
    Note: However, if you want to remove a criteria from the member relationship structure, click the Delete (The Delete Icon) icon corresponding to the Member Relationship/Subscription Tier field.
  7. Define, edit, or remove the relationship matrix (for the member relationship structure) in the Relationship Matrix section.
  8. If you want to define more than one relationship matrix for the member relationship structure, click the Add (The Add Icon) icon and then repeat step 7.
    Note: However, if you want to remove a relationship matrix from the member relationship structure, click the Delete (The Delete Icon) icon corresponding to the Relation field.
  9. Click Save.
    The new member relationship structure is created.

Related Topics

For more information on... See...
Member Relationship/Subscription Tier Structure screen Member Relationship/Subscription Tier Structure (Used for Searching)
Member Relationship/Subscription Tier Structure List zone Member Relationship/Subscription Tier Structure List
Member Relationship/Subscription Tier Structure zone Member Relationship/Subscription Tier Structure