> ## Documentation Index
> Fetch the complete documentation index at: https://docs.fusioncore.us/llms.txt
> Use this file to discover all available pages before exploring further.

# Membership Info on Account/Contact

> How membership details roll up from membership Purchase Activities onto the related Account and Contact, and a reference for each field.

## Overview

When a member buys a membership, fusionCore copies the key membership details onto the related **Account** (for organization memberships) or **Contact** (for individual memberships). This gives you an at-a-glance view of someone's membership without opening their Purchase Activities.

These fields are filled in automatically. A trigger unit, `PurchaseActivityMembershipTrackingTU`, rolls the current membership up from the member's membership Purchase Activities. You do not edit these fields by hand.

For a membership Purchase Activity to feed these fields, its product must have **both** **Is Membership** and **Is Subscription** checked.

## How a Membership Reaches the Account or Contact

### Prerequisites

* A subscription product with **both** **Is Membership** and **Is Subscription** checked. To set up a product, see [Subscription Products](/end-user-guides/products/product-set-up/subscription-products).
* An Order that contains that product.

<Steps>
  <Step title="Add the membership product to an Order">
    On the Order, add the subscription product that has **Is Membership** checked.
  </Step>

  <Step title="Activate the Order">
    Activate the Order by taking a payment or by clicking **Create Invoice**. This creates the membership Purchase Activity.
  </Step>

  <Step title="See the membership on the Account or Contact">
    The membership details appear automatically on the Account (organization memberships) or Contact (individual memberships).

    <Frame>
      <img src="https://mintcdn.com/fusionspan/EW_gg4_8FJ-921wF/images/end-user-guides/3682205777/image-20251219-173017.png?fit=max&auto=format&n=EW_gg4_8FJ-921wF&q=85&s=cc34acd78b7204f116148e3e16281690" alt="Membership fields populated on an Account record" width="942" height="699" data-path="images/end-user-guides/3682205777/image-20251219-173017.png" />
    </Frame>

    <Frame>
      <img src="https://mintcdn.com/fusionspan/EW_gg4_8FJ-921wF/images/end-user-guides/3682205777/image-20251219-173153.png?fit=max&auto=format&n=EW_gg4_8FJ-921wF&q=85&s=05aaba59348554d674f844af1a252f8f" alt="Membership fields populated on a Contact record" width="943" height="709" data-path="images/end-user-guides/3682205777/image-20251219-173153.png" />
    </Frame>
  </Step>
</Steps>

## How the Fields Are Populated

The trigger unit looks at the member's child Purchase Activities where the product has `Is_Membership__c = TRUE`, the record is a subscription, and `FCORE_PAY__Status__c` is **Active** or **Pending**. From those, it sets:

* **Current membership** — the **Active** Purchase Activity, written to the membership lookup field.
* **Membership end date** — the furthest paid-through date across the Active and any Pending Purchase Activities.
* **Original Join Date** — set from the first membership's `Start_Date__c`.
* **Rejoin Date** — set instead of Original Join Date when the prior linked membership had **Expired**, marking a return after a lapse.

If no qualifying membership remains, fusionCore clears these fields.

## Membership Fields on the Contact

| Field                          | API name                            | Description                                                                              |
| ------------------------------ | ----------------------------------- | ---------------------------------------------------------------------------------------- |
| Individual Membership          | `Individual_Membership__c`          | Lookup to the current, Active individual membership Purchase Activity.                   |
| Individual Membership End Date | `Individual_Membership_End_Date__c` | The furthest paid-through end date across the Active and Pending individual memberships. |
| Individual Original Join Date  | `Individual_Original_Join_Date__c`  | The date the Contact first obtained its membership.                                      |
| Individual Rejoin Date         | `Individual_Rejoin_Date__c`         | The date the Contact obtained its membership again after a lapse.                        |

## Membership Fields on the Account

| Field                            | API name                              | Description                                                                                |
| -------------------------------- | ------------------------------------- | ------------------------------------------------------------------------------------------ |
| Organization Membership          | `Organization_Membership__c`          | Lookup to the current, Active organization membership Purchase Activity.                   |
| Organization Membership End Date | `Organization_Membership_End_Date__c` | The furthest paid-through end date across the Active and Pending organization memberships. |
| Original Join Date               | `Original_Join_Date__c`               | The date the organization first obtained its membership.                                   |
| Rejoin Date                      | `Rejoin_Date__c`                      | The date the organization obtained its membership again after a lapse.                     |

## Limitations and Common Pitfalls

* The product must have **both** `Is_Membership__c` and `Is_Subscription__c` checked. A membership-only product without the subscription flag does not populate these fields.
* Only **Active** and **Pending** Purchase Activities count. An **Expired** membership on its own does not populate the membership lookup — it only triggers a Rejoin Date the next time the member joins.
* The trigger unit only reacts when a Purchase Activity is new or when its `FCORE_PAY__Status__c` or `End_Date__c` changes. Other edits do not refresh these fields.
* These fields are written by automation. Do not edit them by hand.
* The trigger unit runs without sharing, and failures are logged rather than surfaced to you. If a membership does not appear, check the Purchase Activity's status and the product's flags first.