Before proceeding, please review this article that explains the concept of a dues paying member.

Family Tree

In Novi AMS, as in QuickBooks, records can be placed into what many databases call a "family tree". This is when a record has a parent, child, sibling, or some other related record.

Parent

Family relationships are created when a member record is assigned to a parent on the Details tab of the member record.  A record can only have one parent. 

Child: Staff or Sub Company

A parent can have any number of companies or people underneath as children. When the child is a person, Novi refers to them as "Staff". Depending on your member type settings, these may be "inheriting" members or may have a membership of their own.

When the child is a company, Novi refers to them as "Sub Companies". Depending on your member type settings, these may be "inheriting" members or may have a membership of their own.

Flowing Member Benefits

A record's family tree is independent of member benefits.

Member Benefits Flow is setup on each Member Type on the Member Benefits tab. 

Member benefits can flow to various family relationships, as listed in the screen shot below. 

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