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Duplication of member cards

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.

Thanks,

-Tom

1 Comment

Hi Tom,

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.

Sue

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