Quick list

Processing a new applicantion (ContactOD Social)



How to process a new applicant and assign them to a Group (aka Club).

Select Contacts from the main manu (top) and select New Applicants. You will get a list of all new applications requesting to be accepted.

Firstly, you need to accept them as a member. Go to the bottom of their details and make Current = Yes. Then enter Accepted By (your name) and Accepted Date then click Update. The person is now a current member.

To make them part of a group select My Groups (aka My Clubs).

Select the Group from the list and click the Add buttom. You will receive a message confirming the person is now part of the Group.

Click the image for a view of: Contacts > New Applications
Contacts > New Applications
Click the image for a view of: Selecting a Group from the list
Selecting a Group from the list
Click the image for a view of: Accepting a new application
Accepting a new application


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