It is easy to customize BNI Connect to access your most commonly used functions faster than ever before.
Log Into BNI Connect and Click the Configure Button
You will have shortcut menus available for each level of access you have permission to. For example, as a member you will likely only see the "Chapter" menu. As a director, you may have additional menu access for Region level reports and functions. Each menu level may be configured independently for your favorite functions.
Your Shortcut Menu
- The items and order of items in the list is fully customizable using the Configure button.
- Reports and functions that require parameters, such as date ranges, will display additional options in this section.
- Use the horizontal scroll to see additional items on your shortcut list.
The Configuration Screen
Step One: Choose Which Shortcut Menu to Configure
Step Two: Select Your Menu Items
Step Two: Organize Your Shortcut Bar
Step 3: Save Your Changes
Happy Connecting!
Version 2012.10.01.0955
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