organization role automatic change to former
If I mark someone's organization role as a member and put a date range indicating when their membership ends, it would be great if CSuite recognized when this date passes and automatically changed their role from "Member" to "Former Member." Currently the system will only italicize the word "Member" from the CSuite view to mean not a member anymore. However, f I were pulling a report and wanted to know the profiles' org roles, it would only tell me "Member" and not show the italics meaning former.
I cannot pull a report simply by Org Role ID "Former Member" unless I have manually changed all the "Members" whose end date has passed to "Former Member." I can alternatively filter by an end date range, but they are all still marked as Members.
I know that I could manually go in the system and change the old members to Former Members, however, this could take a lot of unnecessary time.
Katie Hayhurst
shared this idea
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Jordan John Chapdelaine
commented
Makes sense - Efficient way to handle.
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Scott
commented
Would be great to automate this as to not have to continually pull reports then manually go back and change/update to "Former Member" - Thank you