Action Ticket

TK145 - Updates to CRM

Priority
L
Request

A member that says they cannot attend - I mark as Cancelled and leave note. Can that note be record in that members History, can that note with members name be recorded in Club history too. Be nice to have an area for these notes in the long term to. Then I can filter by excuse type and a specific members reasons for being away.

When I add a visitor or a member(from another club) to a club meeting. Can that be added to the visitor's history because i do have moments when a person has been invited to a club or a meeting and I can't remember which one. 

The owner of a Club (like Pershore) should be the owner of the region (which is Steve Ennis in Worcester South) - it shows on Pershore, Malvern and Boradway 'NOT SET'.

When I Quick-Add a new member it has a fail screen sometimes between that and the next screen, it also have a fail screen when I add address to business on next screen and a fail screen when I add images to that profile. It always captures the detail correctly, but the fail screens need to go in long term when new Franchisees are on

Can the clubs on the CLUBS screen be in order of NEXT meeting? 

Events need a allocated PERSON responsible for them. I would want the events that a person is responsible for to appear on the member profile page when we are there. Also the event needs to appear on the page for the responsible VENUE too.


 


Owner: Richard Frazor
Date Created: 22 February 2024
Approved Date: 22 February 2024
Postponsed: No
Completed Date: Not Complated
Date Closed: Not Closed

Quote: n/a
Deposit Required: No
Date Billed: Not Billed

Approved
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