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Printing off Prospect applicate information.

Discussion in 'Membership Success Feedback' started by Mark Call on Oct 18, 2023.

  1. Mark Call

    By:Mark CallOct 18, 2023
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    I should have typed 'applicant'
    While it is refreshing to see applicant information moving away from paper to digital storage, there are still times when hardcopy is needed. For example carrying to/ sharing the information at a board meeting for discussion. Or perhaps the prospect asks for a copy of information being stored about them.
    I thought somewhere in the training or information I heard it was possible to email the stored applicant information. Is this true, where would that be?
     
  2. Zach

    By:ZachOct 23, 2023
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    ClubRunner Team

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    Hi Mark,

    Thank you for sharing your feedback on the Membership Success module.


    We do not have a print view as of today and this has been added to our collection of feedback for our next update to Membership Success.

    There are a few parts of the workflow that do let members review their information, primarily in the request more information, and invite status. That user can view/update their details. Otherwise there is not a direct way to email this information. Though this will also be added to the feedback for our next update.
     
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