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Why

If another organization no longer interacts with your organization on a regular basis, you may want to delete its information to clear up space on your computer and to keep your dataset up to date. However, you may also need to access the organization's information again at a later time.

Often, a solution for this is marking the organization as inactive, rather than deleting it. Inactivating an organization means that they are excluded from all reports, unless you choose to include inactive organizations.


Organizations that are listed as inactive are not included in reports. However, all of the organizations' other records, such as their address and contact information, will remain. This is so that you can maintain records of the organizations' past activities and re-activate them easily if needed.

How

 To mark an organization inactive
  1. In the left navigation pane, click Members > Organizations.
  2. On the List tab, select the organization, then click Edit.
  3. In the Member area, select Inactive.
  4. On the toolbar, click Save. The organization is now marked as inactive.
 To delete an organization's record


When you delete an organization, it is permanently erased from your dataset.

  1. In the left navigation pane, click Members > Organizations.
  2. On the List tab, select the organization.
  3. On the toolbar, click Delete.
  4. When the confirmation message displays, click Yes to delete the organization.

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