Update - Contact Status Date Options

Update - Contact Status Date Options

For organizations with an "Opt-Out" policy, Account Owners can now set all contacts back to Active Status at the end of the Contact Interval period. (The default for this setting is Inactive and is recommended for organizations that follow an "Opt-In" policy.)

We recommend updating this setting BEFORE your contacts expire for this year.

"Ignore" Option
With the uncertainty of many schools' in-person start dates, you might want to allow your contacts to have more time to update their family information and publish preferences while still remaining in the directory.

You now have the option to adjust your settings to "Ignore" the shift from Outdated to Inactive once the number of days in the specified Interval has been reached.
  1. Go to Admin > Account Settings > Dates & Times. (Account Owners only)
  2. Changes to this option will only apply if you are still within the Interval period.
  3. More About Contact Status Expiration


    • Related Articles

    • Contact Status

      Contact Data Expiration All contacts in your Membership Toolkit Account have a Contact Data Expiration Date. When a user creates an account or an inactive user logs in and verifies their family's information, a data expiration date is set for that ...
    • Update - Managing Contacts for Opt-Out Organizations

      For organizations with an "Opt-Out" policy, we have added the ability for Account Owners to set all contacts back to Active Status at the end of the Contact Interval period. (The default for this setting is Inactive.) We recommend updating this ...
    • Updating Contact Status Expiration

      All contacts in your Membership Toolkit Account have a Contact Data Expiration Date. When a user creates an account or an inactive user logs in and verifies their family's information, a data expiration date is set for that family's record. More ...
    • Account Settings - Dates and Times

      There are several important Date Settings that affect the operation of your Membership Toolkit Account. Video - Account Settings Current Year Dates The "Current Year" Dates for your organization should be updated every year. The data on the Dashboard ...
    • Membership Status

      Membership is a Status that is achieved when a user either purchases a SKU that is set to trigger membership or an Admin manually grants membership to a user. Memberships must have a User Name, a Start Date, and an End Date to be reported correctly ...