Managing Members: Mark as "Left School"/"Return to School"
18 steps
|
2 minutes
Salesforce Site.com
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Navigate to <https://portal.sigmachi.org/>
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Click "Membership"
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Click "Manage Members"
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View "Left School Members" table.
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To add someone to that category, go to the active members on campus list. Click on the individual you want to mark as Left School.
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Click "Mark Left School"
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Click "\*Left School Date", and enter date student unenrolled or left institution.
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Click "Left School Reason"
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Pick from the selection.
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Select unenrolled, then click "Next".
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"Left School Members" will populate with individuals that left school to take a gap year, semester, etc. Status will be moved to alumni automatically.
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To return left member back to the active roster, select on his name.
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Click "Mark Return To School"
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Click "\*Return To School Date", and enter date of return.
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Click "Next"
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Click the "Search" field.
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Type in name of member.
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Member will added back to roster and changed to active - undergraduate.
