You can quickly look through all of the slips that you have submitted through BNI Connect. These reports can be run for any date range and allow you to track and follow up with your activities!
Occasionally, you may enter an online slip incorrectly in BNI Connect. Don't worry - that can be fixed! Up until the time that the PALMS report has been Closed, you can go back and edit or delete the erroneous entry. If the PALMS report has already been closed, it will have to be returned to DRAFT mode first by your Leadership Team, Director Consultant or Regional Office before corrections can be made.
Review Your Submitted Slips
Whoops! There was an error in a slip!
Note: The Edit/Delete Slips function will open in a new tab. Be sure to check your pop-up blocker if clicking the button produces no results.
The Edit Delete Slips Screen
Only slips that were entered online through BNI Connect that are associated with open (draft) PALMS reports will be displayed. If a previous meeting's slip needs to be edited, the report must first be unlocked by your leadership team or regional office.
Editing a Slip
Changing a Referral Recipient
When changing the TO line on a referral, the new recipient will receive an email notification with the referral details and all of the respective referral tracking reports will be updated.
It is your responsibility to contact the original recipient, they will NOT be notified of this change.
Close the Tab to be Returned to Your Original Report
Happy Connecting!
Version 2013.12.23.1224
Copyright © 2013 BNI, All Rights Reserved
Comments
1 comment
useful information for starters
Please sign in to leave a comment.