Update - Managing Contacts for Opt-Out Organizations

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 setting BEFORE your contacts expire for the current year.

  • Go to Admin > Account Settings > Dates & Times

Get More Information About Contact Status and Contact Data Expiration

View Recorded Webinar
(Navigate to "Must Know Information About the Directory and Communications Tools" in the "Contact Database" section.)

    • Related Articles

    • 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 ...
    • 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 ...
    • 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 ...
    • 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 ...
    • Orphaned Contacts

      Orphaned contacts are Contact Records that do not have an associated User Account with the Contact Record. These are Contact Records that administrators added or that were created during a contact upload.  List of Orphaned Contacts To see a list of ...