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When does data entered populate ClubRunner membership fields?

Discussion in 'Membership Success Feedback' started by Chris Wolfe on Mar 27, 2018.

  1. Chris Wolfe

    By:Chris WolfeMar 27, 2018
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    Hi,
    This is my first look at this module, so apologies if my question has already been asked and answered.

    I am interested to know at what stage (if any) the data entered in the original inquiry form gets used to populate a record on our main ClubRunner list of members/users. It would seem a pity to have to enter this again if the prospect does indeed become a member.

    Chris
     
    Zach likes this.
  2. David H.

    By:David H.Mar 28, 2018
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    At the moment, the club would have to enter the new member's information into the main list of members. We did receive feedback about this in the past and I hope we will have this option in the future, so it would be easier.

    Please let us know if you have any other feedback!
     
  3. Chris Wolfe

    By:Chris WolfeFeb 27, 2020
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    Two years on - just wondering if any progress has been made with new member data entry yet. People are much more familiar these days with the idea of entering their data online rather than completing a written membership application form which then has to be input later by a club secretary or membership chair. Could also be structured to pick up any previous Rotary service, so that clubs don't have to search for this.
     
    Bob Spencer likes this.
  4. Bob Spencer

    By:Bob SpencerMar 11, 2020
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    Chris-
    We have reduced our new member form to the bare essentials, (Name, Email, Address, classification) and then the secretary sends them an update member data request from Clubrunner request to populate the rest.

    I agree it would be great if CR had an onboarding option to transfer Rotary "Contacts" into "Members"
     
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