Remove a Member from a Constituent Group or Household

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 Constituent Search.

2. Select the Members tab.

3. In the grid, select the member to remove and select 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. Select Save. You return to the Members tab. In the grid, the member no longer appears unless the Include previous members checkbox is marked.

Tip: To maintain the member’s history with the group or household, edit the member and enter an end date rather than delete the member.

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 Constituent Search.

2. Select the Members tab.

3. In the grid, select the member to remove and select Delete. A message appears to ask whether to remove the member from the group or household.

4. Select Yes. You return to the Members tab.