Does anyone know of a way to update the information on a member card instead of adding additional cards? I have an import file that renews memberships, when it is processed, it creates an additional member card for my second member. For example, a record had Member A (primary/self) and member B (Joint member). When a renewal is processed via my omatic profile, I end up with Member A and 2 copies of Member B. I would love to be able to just update the info instead of overwriting it.
You can update an existing joint member's card by including the card's import id. Use Record Type "Individual Joint Member/Card" and Value Type "Membership Card Import ID". Without the import id it creates a new card.