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27.1. How Do I Get JFC Memos to Pull to the Form 6?

To begin, the record for the JFC must be set up with its committee type set as Authorized Committee. It must also be linked to the filing committee as a Joint Fundraising Rep. This can be done in the Connections tab of the record by following the instructions found here.

Once that has been complete, you'll need to take the following steps to ensure that the memos pull to the Form 6:

1. Create a contribution saved to the JFC's record.
2. On that entry, make sure the Transfer box is checked.
3. Go to Linking > JFC Partnerships. Here, you can add all the memos needed. Save the entire transaction once all the memos have been added.

When you then go to generate the Form 6, it should pull the memos as needed.