Title: | How to Transfer a Member |
Issue: | What is the process for transferring a member from one association to another? |
Did you know that transferring a member from one association to another is as simple as clicking a button? Cloud AMS allows you to transfer a member to your association quickly and easily using the Member M1 Query Form.
Member Information Form > M1 Button > Member M1 Query Form > Transfer button
From the Member Information Form, enter the relevant information for the member that will be transferring to your association (including their NRDS ID). Click the M1 button on the Actions bar. When the Member M1 Query Form loads, click the Transfer button to initiate the transfer.