Configure Individual and Company Membership Information on the Personal Snapshot Page

Administrators can configure one or more cards on the Personal Snapshot page so you can provide constituents individual memberships, company memberships; or both.

1. Add the Snapshot Individual Membership Card to the Personal Snapshot Page to provide individual memberships.

2. Add the Snapshot Company Membership Card to the Personal Snapshot Page to provide company memberships.

   

   To provide both individual and company memberships to your constituents, add both cards to the Personal Snapshot page.