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Push a New Office to M1 (NRDS) for an Existing Member (w/o the Membership Application Wizard)

When you need to push a new office to M1 for a contact with an existing primary membership, using the Membership Application Wizard is not an option.

 You will need to do the following:

  1. Create a new account (office) record
  2. Add the required account fields and save the record.
  3. Add an office membership record  by selecting + over the Office Memberships subgrid.
  1. Fill in the office membership required fields and save the record.
  2. On the office membership record, select Actions > Run Workflow > Generate M1 ID > Add
  1. This will generate a new M1 ID on the account record and sync the account with M1.

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