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Remove Reps from Groups

Updated

Remove Representatives from Group Manually

Representatives are removed from groups manually or during the process of changing a member status to Dropped/Inactive.

  1. For the desired group, click the Roster tab.

  2. Click the checkbox in the final column for each rep you wish to remove from the roster. NOTE: If you wish to remove all reps from the roster, you can check the topmost check box.
  3. Click the Remove Selected Contacts button.
  4. Click OK to confirm.

Remove Reps from Group when Dropping/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.
  1. Complete the Member Drop Options screen as desired. Note the Representative's area selections as detailed 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 a separate distinction is given to them in reports and lists.
  • Deleting a rep should be limited to a rep that was created by mistake. History and all references 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.

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.

  1. Click Save & Exit.

 

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