Difference between revisions of "Drop a Member"

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1.On the '''General''' tab, click the '''Membership Status''' arrow in the '''Additional Information''' area.
 
1.On the '''General''' tab, click the '''Membership Status''' arrow in the '''Additional Information''' area.
  
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[[File:MemberManagement.1.23.1.jpg]]
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Figure 1-24 Membership Status drop-down list
  
Figure 1-24 Membership Status drop-down list
 
  
 
2. Click '''Dropped/Inactive'''.
 
2. Click '''Dropped/Inactive'''.
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'''Note:'''If fees are removed from a dropped member’s record, the dollar value of the dropped member will not show on the Drop Report. Dropped members are not included in recurring membership billing even if fees are left on their record.
 
'''Note:'''If fees are removed from a dropped member’s record, the dollar value of the dropped member will not show on the Drop Report. Dropped members are not included in recurring membership billing even if fees are left on their record.
  
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[[File:MemberManagement.1.23.2.jpg]]
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Figure 1-25 Drop Member Options screen
  
Figure 1-25 Drop Member Options screen
 
  
 
4. Click Save & Exit.
 
4. Click Save & Exit.
  
 
'''Note:''' For more details on the representative options, see “Remove representatives from a group when dropping/suspending a member.
 
'''Note:''' For more details on the representative options, see “Remove representatives from a group when dropping/suspending a member.

Revision as of 19:07, 27 May 2015

Members who are no longer participating may be dropped (set inactive) but still have their history and information available in the database. Members should only be deleted when history is not necessary or when a member was mistakenly created. Dropped members are still displayed in the Member drop-down list when the Filter Options are set to display Dropped/Inactive members. Dropped/Inactive members will display in red.

Drop a member

1.On the General tab, click the Membership Status arrow in the Additional Information area.

MemberManagement.1.23.1.jpg Figure 1-24 Membership Status drop-down list


2. Click Dropped/Inactive.

3.Complete the fields in the Drop Member Options screen. See Figure 1-25 below. For more details on the representative options, see Remove representatives from a group when dropping/suspending a member.

Note:If fees are removed from a dropped member’s record, the dollar value of the dropped member will not show on the Drop Report. Dropped members are not included in recurring membership billing even if fees are left on their record.

MemberManagement.1.23.2.jpg Figure 1-25 Drop Member Options screen


4. Click Save & Exit.

Note: For more details on the representative options, see “Remove representatives from a group when dropping/suspending a member.