Membership FAQ

Why does the system display an error message when I try to delete a member?

The system does not allow you to delete a membership record from the system if there is related information about that person in the database.  This related information may include financial transactions, awards, leadership, or participation in group events.

In most cases, the best way to remove a membership record is to make that member inactive by entering a past date into the Membership End Date field.  Before you do this, first make sure this member's account balance is set to zero, since you won't be able to enter transactions for this person after you make them inactive.  You should also ask your site administrator to delete this member's User ID so they won't be able to log on to your website.


I entered a date into the Membership End Date field for a person, and they still appear on the Active Members list.  Why is that?

If you enter a future date into the Membership End Date field, that person will continue to appear on active member lists until that date is in the past.


If I make a member inactive by entering a value into the Membership End Date field, will all of their information be deleted?

No.    Making a member inactive does not cause any information to be removed from your database.   However, most of this information will no longer be visible.   If you need to view information about an inactive member, you should find their record in the Membership → Inactive Members table. You could also temporarily blank out the Membership End Date field for that member, causing them to be labeled as active again.


If I change someone's Membership Type, such as from Youth to Adult, will all of their information specific to that type be deleted?

No.    Changing the status of a member does not cause any information to be removed from your database.   However, some of this information - such as, in this example, schooling and grade level - will no longer be visible.   If you need to view this information about an adult, temporarily change him back to youth status by changing his Membership Type again.


Can we upload medical records to the site?

No.    There is a federal law called HIPAA that creates strict rules regarding on-line access to medical information.   Rather than risk violating these rules, we recommend that you keep your medical records on paper in a secured storage location.


When I try to print the group directory the report doesn't display correctly.  How can I fix this?

Reports are created as PDF documents, which require Adobe Acrobat Reader™ software to display correctly.

It is possible you do not have this software installed on your computer.

You can download this free software from the Adobe website at http://get.adobe.com/reader/.