Navigate to the Chapter Operations Menu
Note: When using the shortcut menu link, the next step is bypassed.
Verify Your Chapter Selection and Choose Your Operation
- Verify your Country, Region and Chapter selection
- Click on Manage Memberships
- Click on Manage Members
Manage Members Search Screen
Searching for memberships will allow you to find the membership records for all chapter members - current and past. For a complete list, leave all search criteria empty. For maximum results, we recommend putting in the minimum search criteria. This will account for spelling and name differences as well as data entry errors. For example, if searching for Joe Smith, you may want to enter simply "sm" into the Last Name and perform the search. This will find Joe Smith as well as Joseph Smyth and many other variations that may have been entered for the member.
- Verify or choose a chapter selection. You can search by individual chapter or all chapters that you have access to. Leaving the selection set to "Select Chapter/Core Group" will return results from all chapters (including dropped chapters) that you have permission to view.
- Click the Back button to return to the previous menu.
- Enter your Name and\or Company search criteria.
- Select a status to search one specific type of status - Active, Suspended, Late, Expired, Dropped, Pending Member, Pending Renewal, Void. Leave selection set to "Select Status" to search all membership status types.
- Choose a date for "Renewals Due Until" to only search members with a renewal date up to the date selected.
- Press the Search Members button to begin the search.
- Press the Reset button to clear search criteria and begin a new search.
Search Results Screen
Edit Member Profile
The Membership Details Tab
Drop Member Screen
- Enter the effective date for the drop. Note that if a Certificate of Credit is generated, it will be calculated based on this date. If a future date is chosen, the system will perform this action on that date.
- Choose whether the member Resigned or was Terminated.
- Choose the Drop Reason from the list.
- Additional details may be briefly noted in this box.
- Choose whether to generate a Certificate of Credit. Note that if there is less than 1 month left on the membership, no COC will be generated even if Yes is selected.
- Press Submit to complete the action.
- Press Close to discard changes and return to the previous screen.
Once the drop has been processed, the access to BNI Connect will be suspended, the profile will be removed from the regional and chapter websites, connections to other chapter members will be removed, and the member will no longer be available for entry into PALMS reports.
Happy Connecting!
Version 2013.0711.1410
Comments
5 comments
walked thru this screen with the Sec/Tres of the chapter and it went well thank you........
How do we freeze membership for our members? I have looked for docs, and can't seem to find it.
This process is very simple, I like the smooth flow and the flexibility that the member has with out loosing all when circumstance has changed.
Thank you very much.
Curtis k Belgrave,ND.
The "drop" button doesn't appear - only the "renew" button. What is the new procedure to drop a member?
Same problem as above, the "renew" button is present but the "Drop" button is not there.
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