Apr 22, 2024
1907
You can easily drop members who have not paid dues in the Memberships module
- Click Memberships in the left-hand navigation panel
- Click the Unpaid tab
- Filter the invoices on the Unpaid tab as needed by clicking Show Only or Customized Results. By filtering, you are generating the list of members that you wish to drop
- Click the drop down arrow next to Add Late Fee.
- Choose Drop Members
- Review the number of members that will be dropped. Totals are generated from the unpaid list as you have it filtered.
- Select a Drop Reason.
- If you wish to remove the contact from all directores, enable Remove All Directory Listings .
- If the contact has multiple memberships, for example NAR Dues and MLS, select the Drop All Memberships for the Members if wish all of the memberships to be dropped.
- You can also remove the membership owner and related contacts from lists if you wish.
- Select which action to apply to any open invoices: Written Off or Left Open.
- Click Apply Changes.
Once dropped these members will be fully updated with the selections you chose. The access level given to individuals will be the access level you defined in your Membership Settings. See Global Membership Settings for more information.
Real Estate Edition: Only members will lose access to MLS, lockbox, and/or NRDS based on the configuration of your Membership Settings. See Define Membership Status to NRDS, MLS, Lockbox Status Rules for more information.
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Define Membership Status to NRDS, MLS, Lockbox Status Rules