Summary
Keeping your Membership data accurate and up-to-date is essential for effective Organization management. This guide will help you delete Members and merge duplicate records in your Join It account.
How to Delete a Member from Your Organization
Steps to Delete a Member:
Locate the Member
Use the search bar to find the member you want to delete.
Select the Membership Record:
Click on the Membership record you wish to remove from your organization.
Initiate Deletion Process:
In the bottom-right corner of the membership record, click the "Delete Record" button.
Confirm Deletion:
A confirmation box will appear. Confirm your choice to permanently delete the membership record.
⚠ Note: Deleting a membership record is irreversible. Be sure before proceeding.
Description of screenshot: Displaying the Delete Record button
How to Merge Duplicate Membership Records
Merging Memberships helps consolidate duplicate or redundant records while retaining important data.
Steps to Merge Memberships:
Select the Primary Record
Navigate to the membership record you want to keep as the primary record.
Initiate the Merge Process
Scroll to the bottom-right corner and click the "Merge Records" button.
Find the Duplicate Record
Use the search bar to locate the duplicate record by email, name, company, or phone.
Choose Data to Keep
In the Merge Wizard, select the preferred values for:
Email
External ID
Joined Date
Expiration Date
Profile/Custom Fields
Confirm the Merge
Click the "Merge Memberships" button to complete the process.
Description of screenshot: Displaying the Merge Records button
Frequently Asked Questions
Can Deleted Memberships Be Restored?
No, deleted membership records cannot be recovered. Exercise caution when deleting members.
Why Are Memberships Permanently Deleted?
Join It follows strict data security regulations, ensuring that deleted membership data is permanently removed for privacy compliance.
Related Resources
Learn more about Merging Memberships here.
Learn more about Deleting Members in bulk here.