Remove Representatives from Group Manually
Representatives are removed from groups manually or during the process of changing a member status to Dropped/Inactive.
- For the desired group, click the Roster tab.
- 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.
- Click the Remove Selected Contacts button.
- 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.
- 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.
- 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.
- Click Save & Exit.