To delete a member, simply click on the Delete button from the
member's profile and select Delete account & all associated data.
All timeline information, financial data, labels and membership levels
attached to the member account and contacts under the account will be
removed. If the member is on automatic recurring billing, you will need
to remove the membership level first before you can remove the account.
Deleting an account will remove all financial information associated with the account.
It will be as if the member never existed - the membership payments
will no longer appear as part of the financial charts and reports, and
transactions will no longer be exportable to CSV or QuickBooks.
To retain the financial information, or to keep track of past
members, you can move the account from your Members folder into
another folder. This way you can also easily restore them when they
rejoin:
- Go to your folders. Click on Create New Folder. Name the folder accordingly (eg. Former members) and click Create.
- Go to Folder: Members folder to access your members. Click on
the member's card to bring up the account. Then click Copy/move at the top.
- Under Add to Folder, select the folder you had created to store your former members. Uncheck the check box next to Keep a copy in this folder as that
will leave a copy of the account in your Members folder.