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Set Primary Contact based upon Account Primary Contact

Open selfuntitled opened this issue 4 years ago • 2 comments

AC:

  • If an org has NPSP installed when an membership is created from Account, copy the primary contact lookup from the Account to the primary contact field on the membership. [Trigger: Membership Insert]

selfuntitled avatar Sep 23 '20 21:09 selfuntitled

This would be part of a junction package with NPSP so not MVP; needs to be part of a conversation around other issues related to payment processing and reucrring donations

D-McGovern avatar Jun 10 '21 20:06 D-McGovern

What if the Membership Primary Contact is NOT the same as the Account Primary Contact?

(For example: I am the Primary Contact in my Household, but my HH member is the one who purchases the Membership and should be the Named Member.)

rparkdev avatar May 05 '22 20:05 rparkdev