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| − | The selection to change a member status is found on the General tab of the member’s record in the Members module. Select Dropped/Inactive when clicking the Membership Status arrow in the Additional Information area.
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| − | 1. When changing the status of a member to Dropped/Inactive, the Member Drop Options screen will appear.
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| − | In addition to the member status, each rep has a status of either Active or Inactive which is displayed for each rep on the Reps tab.
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| − | FIGURE 9-22 Member Drop Options
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| − | 2.Complete the Member Drop Options screen as desired. Note the Representatives area selections as detailed on Figure 9-23 below.
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| − | '''Rep Status'''
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| − | *Active status is appropriate for representatives of members that are currently active.
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| − | *Inactive status is appropriate for a rep who is no longer acting as a representative for the member. The rep’s information and history will be retained but there is a separate distinction given to them in reports and lists.
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| − | *Deleting a rep should be limited to a rep that was created by mistake. History and all reference to this rep would be removed.
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| − | Group Status
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| − | *Disabled reps within a group are not visible in the group list on a regular basis and will not be included when selecting to contact these group members. Disabling a rep also preserves the history of their participation in this group.
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| − | *Deleting a rep from a group, removes all record of their participation in the group.
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| − | '''Figure 9-23''' Representative options
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| − | '''Note:''' Both active and inactive reps may be set as disabled in a group. Inactive reps, that are not disabled, are still included in emails sent to the group
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| − | '''Note:''' Representatives that have a status of inactive will NOT automatically be returned to active status if a member is reinstated. Individual reps must be returned to active status on the '''Reps''' tab.
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| − | 3. Click '''Save & Exit'''.
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