Chapter Short Cuts

Mr. Darrell Catmull

July 12, 2018 19:05

With visitor's being so crucial we need a shortcut to "Register a Prospective Visitor (Before a Meeting)" on the main "My BNI Business" page above "Submit TYFCB Slips?" Members are more likely to register visitors if its simple and obvious, e.g. 1) Login, 2) Look for "Register a Prospective Visitor (Before a Meeting)" and complete the form -- easy as 123.

 

I know this would have to be done in the phone app first if not simultaneously.

 

Also, it would be nice if there was a Chapter Shortcut available for "Manage Registered Visitors & Mark Attendance" versus going into the chapter operations menu.

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• Official comment

  

  Jeremy Walsh

  July 19, 2018 17:47

  @darrel - I agree that making it easy to invite visitors is very important.  Kindly note this is already on the "home" screen of the app with one click: https://www.screencast.com/t/niUO0mFz

  On the home screen of BNI Connect kindly note that you have customizable shortcuts and can put this on your home screen as well under the CHAPTER menu.  Here is a guide to doing that!
  https://support.bniconnect.com/hc/en-us/articles/219067547-Customizing-Your-Shortcut-Links

  That said - we will add this to the list to make it EVEN easier to perform this function.  Hope this helps!

   

   

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