Is there a way to change the default addressee for the Card Information it pulls in when you globally add memberships? We have a specific addressee we would like to be used here and it seems to be pulling the primary addressee.

Sorry I meant to put this on blackbaud's website:)

No problem, it happens all the time! :-)

There was a Omatic training or introduction to the new membership portion. Is there anyway to get a download of that introduction? Unfortunately I missed most of it. Thanks!

Hi Karen,
Great question! We did record this membership session. We are in the process of creating a portal where we can post lengthy videos for our clients to view online. In the meantime, I will put the video in a FTP/dropbox and send you credentials offline. I hope you're having a great week!
Many thanks,
Stephanie Johnson

Thanks so much! That is awesome. Looking forward to trying out the membership portion.