This will permanently remove the account and all its contacts and notes. This cannot be undone.
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JD
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★ Primary Contact
Notes
Member Integration Spec
For IT team — CDI CRM and Member sync requirements
Notes Sync
1. CRM Notes push to Member
When a note is saved on any account in the CRM, that note is automatically written to the same account record in Member. Direction: CRM to Member only. Notes do not sync back from Member to the CRM.
Account Sync
2. New Account in Member auto-creates in CRM
When a new account is created in Member, it is automatically added to the CRM. Direction: Member to CRM only.
3. New Account in CRM does NOT sync to Member
Accounts created in the CRM do not transfer to Member. The CRM can hold prospects and leads that are not yet Member accounts.
Contact Sync
4. Contacts on shared accounts sync both ways
When a contact is added to an account that exists in both Member and the CRM, that contact syncs to the other system automatically. This is bidirectional: CRM to Member and Member to CRM.
Member Sign-Up Required Fields
5. Required contact fields at sign-up
When someone creates an account in Member, they must add at least one contact with these required fields: Full Name, Work Email, and Phone Number. For the phone number, the user must specify the type: Office Phone or Direct Line.
Matching Logic: For any sync to work, accounts must be matched between Member and the CRM. Recommend matching on company name (normalized) or a shared Member ID field. Confirm the matching key with the dev team before implementation.