Deleting or Undeleting a Member Benefit Template

Delete an item if it is no longer needed in any capacity, and you don't anticipate needing it in the future. Most deleted items can be undeleted, and the ones that can't display a warning before Meevo lets you fully delete.

When you delete a Member Benefit Template:

  • Memberships already using this benefit template remain unchanged.
  • It is no longer selectable from any Meevo forms or menus.
  • It does not appear in Meevo search results unless Deleted is selected from the Advanced menu.
  • It may still appear in Meevo reports depending on the report setup criteria.
  • If you deleted the item in Central Office, the item becomes deleted in associated locations as well.
  • Remember that only the owner (as determined by the Owned By field) of the item can delete or undelete it.

Note:To delete or undelete this item, the current location must be its Home Location.

To delete a Member Benefit Template

  1. Locate the Member Benefit Template Type and select it.
  2. Select Delete. A confirmation message appears.
  3. Select Yes to delete the Member Benefit Template.

To undelete a Member Benefit Template

Tip: Remember to select Deleted from the Advanced Search menu to search for deleted items. Also remember that only the owner (as determined by the Owned By field) of the item can delete or undelete it.

 

  1. Locate the Member Benefit Template Type and select it.
  2. On the Member Benefit Template maintenance form, notice that in place of the status switch is the word Deleted.
  3. When finished, select Save.