The Goal: Remove an individual from an organization’s membership without removing them from the organization itself.
Before You Begin:
- Have the organization contact record open, and know which membership the individual should be removed from.
- This removes the individual from the membership only — they remain related to the organization.
Step-by-Step Instructions
- For the desired organization, select the Overview tab. The Memberships section is in the right-hand column.
- In the Memberships section, click the ••• actions button for the desired membership.
- Select Related Contacts. The Edit Related Contacts dialog opens, listing the contacts related to the membership.
- Click the − (minus) button to the right of the contact that you wish to remove.
- Click Done.
The individual will now no longer be associated to the membership, however, will still be associated to the organization.
Common Pitfalls
- Expecting the contact to leave the organization: This action only breaks the link between the individual and the membership. They remain a related contact of the organization.
- Forgetting to click Done: The removal is not saved until you click Done on the Edit Related Contacts dialog.