Tracking former members

Last post 01-26-2012, 8:16 PM by Samantha. 2 replies.
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  •  11-01-2011, 4:35 PM 23987

    Tracking former members

    Is there a way to add a member status level or sort by suspended memberships?  I need to be able to send reports to vendors on who is no longer a member.  Two ways I thought to do this was to create a separate Former member status, but can't figure out how to add another status level. Or I could sort by suspended members but I would need it to also sort by date suspended so I could see who the most recent people are. 

     

    Thanks for any help or thoughts...

     

  •  01-25-2012, 6:48 PM 24787 in reply to 23987

    Re: Tracking former members

    Settings --> Membership Levels

     

    Add a new Level, probably with no renewal option and no login option

     

    Find a contact, click the Edit button in Membership section. Choose the new level using the drop down and save.

     

    Though I didn't just try this for real, it seems like it would work ok.

  •  01-26-2012, 8:16 PM 24810 in reply to 23987

    • Samantha is not online. Last active: 05-21-2012, 4:19 AM Samantha
    • Top 100 Contributor
    • Joined about 5 months ago
    • Posts 19
    • WA staff

    Re: Tracking former members

    Hi Jen,

    You can do an advanced search on the criterion "Contact properties" that will let you choose to search for suspended members. You are correct that you can't add a member status type.

     

    It's also possible that you could add a new member level for this purpose, but the above search might be easier.

     

    Good luck!

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