Remove Representatives from a Group When Dropping or Suspending a Member

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.

1. When changing the status of a member to Dropped/Inactive, the Member Drop Options screen will appear. 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.

Figure 9-22 Member Drop Options

2.Complete the Member Drop Options screen as desired. Note the Representatives area selections as detailed on Figure 9-23 below.

Rep Status

• Active status is appropriate for representatives of members that are currently active.

• 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.

• Deleting a rep should be limited to a rep that was created by mistake. History and all reference to this rep would be removed.

Group Status

• 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.

• Deleting a rep from a group, removes all record of their participation in the group.

Figure 9-23 Representative options

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

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.

3. Click Save & Exit.