Remove a member from a constituent group or household and maintain member history

1. Open the record of the constituent group or household with the member to remove. For information about how to open a constituent record, see .
2. Select the Members tab.
3. In the grid, select the member to remove and click Edit. The Edit member screen appears.
4. In the End date field, select the date the constituent ends its membership of the group or household.
5. Click Save. You return to the Members tab. In the grid, the member no longer appears unless the Include previous members checkbox is marked.

 

 

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