Closing a Member Profile

You can close a member profile if the member is no longer active. This removes the member from your main member list, but does not delete any of their information. You can always reopen the profile later if needed.

What Happens When You Close a Profile

• The member will no longer appear in the organization member list or dashboard.
• All activities, notes, and files remain saved.
• You can reopen the profile at any time to resume working with the member.

Ways to Close a Member Profile

There are three ways to close a profile. In each case, you’ll click the yellow file cabinet icon.

1. From the Member Profile

Go to the member’s profile and click the yellow file cabinet icon located under their name.

2. From the Organization Member List

Find the member in your organization’s member list. Click the yellow file cabinet icon in their row.

3. From the Dashboard

If the member is listed on your dashboard, you can close the profile directly from there. The yellow file cabinet icon is located under the Actions column.

Choosing a Status and Reason

When closing a profile, you must select a status. You also have the option to select a reason for the closure.

Status options:

• Closed – Successful
• Closed – Unsuccessful
• Declined

Reason examples:

• Successfully completed
• Unable to make contact
• Not eligible
• Moved out of area
• Duplicate
• Other

Reviewing Closed Member Profiles

To review all closed members, go to the Organization Members page and click Show Members. This will display both active and closed profiles in the list.

Reactivating a Closed Profile

To reactivate a member:

1. Go to the Organization Members page.
2. Click Show Members to display all profiles.
3. Click into the closed member’s profile.
4. Click the orange Activate button to reopen the profile.