Usage
With the member's permission, you can update the member as divorced and remove spouse/partner from their household using the Add a Life Event function of the CM Hub.
Platform
Chapter Management Hub (CM Hub)
Watch the video
Steps
Locate the member in the CM Hub
1. Click on Membership or Manage to navigate to the Membership module in the CM Hub.
2. On to the Membership module, select the Chapter Roster tab. Stay on the Select a View for Total Members.
Update using Add Life Event
3. Locate the member, use the quick dropdown arrow, and click on Add Life Event.
Select a family member to update
4. On the page that opens, click on Select a Family Member to Update.
5. Select the spouse/partner from contacts.
6. Click Update Household.
Ensure queries return as zero then update
7. In the window that opens, ensure that the queries Number of Active Contact Positions, Number of Active Account Affiliations, Number of Upcoming Event Registrations all show as 0. If a spouse/partner has any active elements, the chapter should address those items prior to proceeding. Reach out to [email protected] for any support.
8. If all queries are 0, select the change as Remove from Family.
9. Select the reason as Spouse/Partner has Divorced or Separated from Member.
10. Click Next.
11. The household list will now show the contact as Ex Spouse/Partner.
Things to know
Members can update this information via YPO Connect.
Before updating member information, chapter managers should get the member's permission.
How to get help
Reach out to your regional manager (RM) or [email protected] for additional support.