Before You Begin:
- You need access to view lists/committees and their contacts.
- Have the specific list/committee you want to review in mind.
Microlearning Overview
[Video TBD]
Step-by-Step Instructions
- Go to Contacts, click All Lists/Committees, then open the desired list.
For the desired list, click the Contacts tab.
- Click the Customize Filter
button.
Enable the Include Historical Contacts option.
Click Done. The contacts list will refresh and display dropped/inactive list contacts and their drop dates.
Common Pitfalls
- Forgetting to re-disable the filter: Once Include Historical Contacts is enabled, the list keeps showing dropped/inactive contacts. Disable it again when you only want to see active members.