Altru Ideas

We face trouble with the role of primary member on a membership being switched whenever the non-primary member makes a renewal payment. The primary member's record is the one that has relationship managers, constituent codes, attributes, and cleaned up name formats attached. When an online or Daily Sales payment prompts the primary role to switch, we effectively lose all that, which can result in some big errors.

I am proposing that this automatic change should no longer be possible, and that the role of primary member only be able to be edited manually. Or, that at the least there be a setting where we can determine if this works for our organization and turn it off it desired.