This is a guide to Member types:
Member Type | Who? | Conditions to be current |
Active Member | Anyone who could possibly be a member | Expiry date is after today |
Inactive Member | A DVM who is out-of-state | Never* |
None-Designated | Anyone who is not a DVM | Linked to a member hospital - and the hospital has a current member linked |
Student | Students | Expiry date is after today |
*The conditions are setup so that an inactive member would need to have both a current expiry date AND be linked to a member hospital to be current. That should never happen
How to handle Retired
Retired members are the same as Active Members
However the custom field "Retirement Status" needs to be selected.
The expiry date for retired members will be updated in a batch operation at the beginning of every new year
How to handle Deceased
- Add (Deceased) to Last Name Field – see below
- Add (Deceased) to Display Name Field – see below
- Delete Email Address from all fields
- Delete all Work and Personal Contact Addresses
- Delete all Phone Numbers
- Change Member Type to “None Designated”
- Add Obituary URL to website, if available
- Deactivate Record (Once Deactivated, (deleted) will appear after (Deceased) in the Display Name field – see above)
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