CM Home Forums CrossMember General Discussion Remove Member

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  • #1318 Reply

    Hi – I need to remove a member from our system and all their information

    I can’t work out how to do this im afriad

    please help!

    thanks

    Richard

    #1492 Reply
    wwwebbers
    Keymaster

    I just realised that I hadn’t answered this on the Forum for the benefit of others because we had an email exchange.

    Members can be deleted from Crossmember ONLY when they are in the LAPSED state. So if your member is either still a MEMBER or they are OVERDUE, you must first ‘Terminate’ their membership. This will place the member directly into the LAPSED state.

    Once Lapsed, a ‘Delete’ button appears on their membership record and you can delete the member in their entirety. Any vehicles that they own will remain in Crossmember but will be assigned to the ‘unknown’ owner.

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