We need a better Record of invitations in Connect

Ms. Victoria Satterthwaite

May 16, 2018 17:09

It would be terrific if the receipt of our invitations could contain all of the prospects contact info. Specifically missing is the follow-up Phone number. Granted, I should always be able to locate my primary source but cards get lost and then calls are delayed. Even if the phone did not show on the invitation, it would be great to have it available in the member receipt. Title is: Your BNI Invitation - My Chapter Wants to Meet You.

1

• Official comment

  

  Jeremy Walsh

  May 18, 2018 19:12

  @victoria - that is a great idea!  When the invitation was first created it was a very simple one time use to send an email from a template.  Currently, we do not record anything at all about that transaction, but can definitely see where that would be helpful!  This has been added to our list for further consideration - thank you so much!

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