Member Types in Novi

Created by Tim Atkinson, Modified on Thu, 13 Apr 2023 at 04:54 PM by Tim Atkinson

This is a guide to Member types:

Member Type
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
Anyone who is not a DVM
Linked to a member hospital - and the hospital has a current member linked
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

  1. Add (Deceased) to Last Name Field – see below
  2. Add (Deceased) to Display Name Field – see below


  1. Delete Email Address from all fields
  2. Delete all Work and Personal Contact Addresses
  3. Delete all Phone Numbers
  4. Change Member Type to “None Designated”
  5. Add Obituary URL to website, if available 
  6. Deactivate Record (Once Deactivated, (deleted) will appear after (Deceased) in the Display Name field – see above)

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