Inactive Members of Involvements

For some Involvements, you will want to keep the members enrolled, but make them Inactive for the time period that they are not actively serving in that Involvement. If you plan to do this, you may want to select the date that they should go Inactive to use as a reference.

See note below regarding Inactive Members and TouchPoint Check-In.

Use Case - Deacons

Our Deacons actively serve for two years and then they become ‘Inactive’ for a year. We find that it is better to make them Inactive for that year and then change them to Active when they return to active service. There are times when we want to include both Active and Inactive Deacons in mailings or meetings. At the time we enroll new Deacons or make returning Deacons Active, we record the date that they are to go Inactive. For us, that would be a date 2 years in the future. This helps us find them when the time comes to make them Inactive again.

Note

You do NOT want to use the Inactive member type for people who will need re-register online. An Inactive Member is still considered to be a type of member, so they would not be able to register online. If you do have Inactive members in an Involvement like that, you will need to drop them before they need to re-register.

Add an Inactive Date for an Existing Member

This date will not automatically change the person’s status to Inactive. The date is used as a reference so you can make that change manually. You can set the date for multiple people at the same time and you can make multiple people active (from Inactive) at the same time. It is a very simple process.

Step 1

Go to the Involvement > People > Members tab.

Click the pencil icon under the Actions column for the person you want to assign an Inactive Date.

Tip

If you want everyone with the same Enrollment Date to be assigned the same Inactive Date, just sort by Join Date, check each one with that same Enrollment Date. You can use Shift-Click: click the top person in the list, hold down the Shift key, and then click the last person. All in between will get selected.

Click the down arrow to the left of the Name column to reveal additional options. Select Update Members. Enter the appropriate date in the Inactive Date field, click the blue Update button, and then click OK at the prompt.

https://i.tpsdb.com/2016-06-23_13-45-43.png

Sort by Date

Step 2

Enter the appropriate date in the Inactive Date field.

Step 3

Click the blue Save button.

Make Multiple Members Inactive

If your members have an Inactive Date set, it is very easy to find them and make them Inactive.

Step 1

Go to the Involvement > People > Members tab.

Select Dates > Inactive Date to sort by that date. Everyone with the same Inactive Date will be together. This is just like the tip above, except that you will select Inactive Date instead of Join Date.

Click the checkbox beside the top one in the list that has the Inactive Date you want, hold down the Shift key and click the checkbox beside the last one in the list with that same date. This will put a check mark beside each person you need to make Inactive.

Step 2

Click the down arrow to the left of the Name column to reveal additional options. Select Update Members.

Now select the Member Type of Inactive. Do not check the box to remove the Inactive Date. That will be your clue as to how long the person has remained Inactive.

Click the blue Update button and then click OK at the prompt. Close the dialog box when the process finishes.

https://i.tpsdb.com/2016-06-23_14-33-20.png

Update Members - Make Inactive

This will move all of these members from the Members tab to the Inactive tab.

Make Multiple Inactive Members Active Again

Step 1

Go to the Involvement > People > Inactive tab.

Select Dates > Inactive Date to sort by that date. Everyone with the same Inactive Date will be together.

Click the checkbox beside the top one in the list that has the Inactive Date you want, hold down the Shift key and click the checkbox beside the last one in the list with that same date. This will put a check mark beside each person you need to make Active.

Step 2

Click the down arrow to the left of the Name column to reveal additional options. Select Update Members.

Now select the Member Type of Member (or whatever Member Type you want to assign to all of them).

Select the new Inactive Date, which will be a date in the future when they will rotate off again.

Click the blue Update button and then click OK at the prompt. Close the dialog box when the process finishes.

These steps will move all of these from the Inactive tab to the Members tab.

Inactive Members and Check-In

If you use the Inactive tab for normal Involvements that are set up to use TouchPoint Check-In, by default, the Involvement will display for an Inactive person in that Involvement when they check in.

However, if you do not want the Involvement to display, your System Admin can modify a Setting that will prevent Involvements from displaying for an Inactive person when they enter their phone number to check in.

The Setting is named Disallow Inactive Checkin (Admin > Advanced > Settings > Features > Check-In) and the value must be True.



Latest Update

7/17/2025

Update terminology for Involvements