Kavi® Members Help

Chapter 82. Delete an Individual Membership

Overview

The Delete an Individual Membership tool allows administrators to permanently delete an individual membership from the Kavi Members database. Once this membership has been deleted, it will not appear in the membership archives. If you want this membership to remain in the Kavi Members database rather than delete it permanently, use the Edit an Individual Membership tool and archive the membership.

Use the Delete an Individual Membership tool to:

Permanently delete a membership for an individual.

Back to top

How to use the Delete an Individual Membership tool

Search

Search for a membership or set of memberships by setting any or all of the optional fields to refine the search criteria. To view all available memberships, leave the search fields set to the default values. If you set search criteria in more than one field, the results will only show memberships that match all search criteria.

Options

Company

Enter a full or partial value for the company name. The search has partial match capabilities, so if you've entered the full name and didn't retrieve the information you seek, try entering a partial name to account for differences in spelling, abbreviations, punctuation, etc.

Membership Type

Set this value to search for a particular membership type. If set to the default value, 'Any Membership Type', the results will not be restricted by membership type.

Membership State

Set this value to search for a particular membership state. If set to the default value, 'Any Membership State', the results will not be restricted by membership state.

The membership state may be one of the following default values:

Pending Bill Payment

Select this membership state to find memberships that are pending because the membership fee has not yet been paid. This option only applies to fee-based membership types on sites where Kavi® Billing is installed.

Pending Moderation

Select this membership state to find memberships awaiting moderation. This option only applies to moderated membership types.

Pending Start Date

Select this membership state to find approved memberships that are awaiting their start dates.

Pending Prerequisites

Select this membership state to find memberships that are on hold due to pending prerequisites.

Current

Select this setting if you want to find current memberships.

Expired

Select this setting if you want only expired memberships to be displayed.

Archived

Select this setting if you only want to view memberships that have been archived.

Denied

Select this setting if you only want to see memberships that have been denied.

Start Date

Set these fields to search for memberships by start date. Select whether you want to search for memberships where the start date occurs exactly on, before, or after the date you set.

Expiration Date

Set these fields to search for memberships by expiration date. Select whether you want to search for memberships where the expiration date occurs exactly on, before, or after the date you set.

Select

Select the individual membership you want to delete.

Delete

The membership information is displayed for you to review. If you are certain you want to delete this membership, click Delete. You may add an activity note to this user's activity history.

If this membership type is billed and you want to cancel the bill, check the Cancel Bill checkbox. When you click the Delete button the bill is automatically deleted along with the membership. If you want to manage the bill, click the Complete Payment link to go to this Kavi® Billing tool. After completing the payment, you will be returned to the Delete step..

Done

This individual membership has been permanently deleted!

Back to top