Email copies of all slips, invitations and registrations

Mrs. Tenay Benes

September 04, 2019 13:39

It would be very helpful if we got an email copy of any visitor registration, invitation or referral we gave or received so that we can forward to another chapter member to follow up. Currently, I can’t pull the contact information for anyone I invited through the app if I want to try to reinvite them or forward them to someone else. Thanks.

0

• Official comment

  

  Jeremy Walsh

  September 05, 2019 18:38

  @tenay - For the history of guests invited - this is not possible right now as we are not storing the data for invites, it is only an email template.  Saving an invitees details at this very early stage raises additional privacy concerns at this time.  Only after they have registered or come to a meeting do we save their data in the system.  At this point as well we have multiple reports in www.bniconnect.com to assist in finding this history.

  There are also many reports right on the home page of the full website to assist with reviewing all submitted slips, like referrals, 121 and TYFCB as well as received referrals.

  Hope this helps!

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