Inviting from the App

Sandra Lee

June 21, 2017 12:55

When our members invite from the app they are not getting credit in Palms when that visitor registers. When they invite from their computer, that get credit. Hopefully this is a glitch that can be fixed.

0

• Official comment

  

  Jeremy Walsh

  June 27, 2017 18:33

  @sandra - the credit for the visitor usually comes AFTER the chapter meeting and the visitor host or ST marks them as having attended.

  1) They are invited to and are preregistered for the meeting, either by RSVP\self register or by a member registering them through BNI Connect
  2) They are then marked as attended with the option to add to PALMS. This is usually done by the visitor host or ST. When this is done they are removed from the prospective visitor list and then become a chapter visitor. <OR> if step 1 was skipped a new visitor record is added directly.
  3) When the VP goes to enter the next PALMS, they will be presented with all of the visitors that had been entered since the last PALMS report (regardless of visit date). They need to approve the visitor credit for each one and it will be added to the appropriate PALMS, even if it was previously submitted.

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