When renewing, upgrading or downgrading a membership in Daily Sales/Advance Sales, you are unable to select a new primary member. The primary type field is grayed out.
Our Product Development team has reviewed this issue and determined at this time it is functioning as expected. We can utilize our feedback process to request a change to this functionality by submitting an idea through the community for future development.
Open Constituent Record
Click Memberships tab
Open Membership Record > Click Edit Members
Mark the checkbox for the appropriate Primary Member
Steps to Duplicate
In Daily Sales, select a Patron (who has an existing membership)
Highlight the membership, click Edit
Select a new level, term, etc
In the Primary members section, try to click the Primary field for another member
Notice this is grayed out and we cannot change the primary member