Streamlined process for creating 2 new members in a household in daily sales?

Gillian Walker

Hi! At my institution we currently use paper forms for new memberships because our gift processing goes through our parent org, and the data is then pushed to altru once complete. We want to transition to using Altru to capture the data and send an export instead of paper forms. The one problem I'm having with getting this set up - When we use daily sales to sell a new membership and add the member, I'm not seeing a great process for capturing information for a 2nd member and then adding the 2 new members to a household together. Can anyone point me in the right direction??

Regina Holten

Is the 2nd member a spouse?