How are Additional Members Linked?
Member Information and Additional Members
Still on the opportunity
- Additional Members: This information is populated by the Click & Pledge web or external form. When a member chooses to have additional members as part of his or her membership, they are entered on the form and populate up to three members on the opportunity.
- Membership Summary: When these names are filled in and the opportunity is saved it triggers the creation of membership summaries for each member. The summaries are created and then linked to the opportunity automatically.
- Family Line for Membership Letter: the line is created based on the primary donor as well as the members of the household. It can be used to merge with an acknowledgment letter.

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