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Setting Up the Membership Termination Reason Drop-Down List

The Membership Termination Reason Drop-down List

You can add, edit, or delete drop-down list items from the Membership Termination Reason list on the Membership Information page.

To set up the Member Termination Reason drop-down list:

  1. Hover over the Modules tab in the top navigation bar. In the fly-out menu, click Administration.
  2. Expand the Overview group item and click Membership Set Up. This opens the Membership Set Up page.
  3. Expand the Member Type Statuses child form and click the Add icon. This will open the Membership Termination Reason Code pop-up window.

  1. Enter the Membership Termination Reason Code, this is how this new termination reason will appear in all drop-down menus.

  1. Click the Save button.

To edit a termination reason:

  1. Click the edit icon next to the list item you would like to edit.
  2. Make your changes and click the Save button.

To delete a termination reason from the drop-down list:

  1. Click the delete icon next to the list item you would like to delete.
  2. Click OK to confirm the deletion.