If an individual or organization should not receive membership benefits, benefits can be removed via the Individual or Organization Profile. Benefits that flow down to individuals from an organization can also easily be removed via the Organization Profile.
Removing Benefits via an Individual or Organization Profile
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Navigate to the Individual Profile (or Organization Profile).
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Hover over the Edit
action
icon and click Edit Membership Info
in the drop-down menu. The Membership
Information form appears. -
In the Membership Information form, click the Should Not Receive Benefits check-box.
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Click Save.
If this is a linked customer record receiving membership benefit flow down, go to the Membership Flow child form and open it to update the benefits. You may also wait for the back-end process to update the profile.
See the help topic, Receiving Membership Benefits Through Benefits Flow Down, for more information.
If an organization is no longer a member and you are dropping the membership from the organization profile, the Terminate Date and Terminate Reason fields must be completed in order for the linked individual to no longer receive member benefits. If you do not complete these fields, the linked individual will continue to receive member benefits. View the help topic, Terminating a Membership, for more information.
Removing Benefits Flow Down to an Organization's Linked Individuals
Remove benefits flow down to individuals associated with an organization directly from the Organization Profile.
Note: If a customer has membership that they ‘own’ and is linked to an organization that has an active membership that allows flow down, the individual’s membership will always drive the netFORUM logic in regards to membership.
For more information, see the Help topic: Managing Employee Flow Down Benefits.