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REMOVING CONSTITUENTS FROM INITIATIVE OR MEMBERSHIP AUDIENCE (Doc ID 2067853.1)

Last updated on AUGUST 02, 2018

Applies to:

PeopleSoft Enterprise CS Contributor Relations - Version 9 to 9.2 [Release 9]
Information in this document applies to any platform.

Goal

On : CS9 version, Contributor Relations

Membership Audience Process (same for Initiative Audience)

How can users remove the membership of few students which is already offered in contributor relations module?

User has created a membership organization with no dues, mapped the audience criteria (with population selection process), run the build membership audience process to attach the membership organization to the constituents defined in audience criteria. Result - membership org is added as expected to the constituents and users can rebuild the audience to add additional constituents based on the audience criteria.

However, now some of the constituents already attached to a particular member organization or initiative no longer fit the criteria and the user wants to remove them from the membership or initiative.  What is the procedure to remove the membership organization or initiative that is attached to a constituent?
 

Solution

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In this Document
Goal
Solution


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