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Section membership may be dropped should an individual no longer wish to receive benefits, or not wish to participate in the section. Membership can be dropped as of a specific date (future or past) based upon the request of the member.
Note: Members who should not have renewed their membership should be canceled rather than dropped. For more information about cancelling a membership click here!
1. Search for customer utilizing the CRM360 screen or choosing to “Find a Customer”
2. After search completes if only one constituent matches the criteria the constituent will automatically open. To select a constituent to open, double click the line of the constituent.
3. Click the Orders and Donations tab and click on the main order line.
4. Highlight proper Member Product Code line, right mouse click, and choose Show Full Line Item Detail.
5. Click on the Product Specifics tab and select a Status Change Reason from the drop down box.
6. In the lower section, change the End Date to reflect the current date. Click on the Save button below and then the Close button.
7. (Note: Repeat steps 4-6 if you have additional lines for sections.) Back on the Order Entry screen, right mouse click on the main line and chose the option “Terminate At End” from the drop down menu.
8. Click the Save button at the bottom of the screen or choose the Save 
icon at the top of the screen.
NOTE: Balances which will not likely be paid, should be written off. To learn how to write-off a balance, click here!