How do I manually drop a member?

Issue: How do I manually drop a member?

Resolution: To drop a manually, you will need to go to their profile and then take the check mark out of the box next to where it says Member on the General tab.

 
A dialogue box will open and ask you how you would like to complete the drop.  Choose No-Manually drop the member.
Then you will need to click Save to save the change to the profile.  You will also want to make sure if you need to update a Member Activity for Drop as well as adjusting any affiliation codes/committees for the member and it's related profiles.  Also you may need to deal with any open invoices as well as active billing records.
 
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Comments

1 comment
  • why no manually drop vs yes drop auto option? I did the yes option yesterday will this make a difference? Also the dollars that are attached in past due invoices do i need to manually take them off or does this happen when they are doped?

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