Membership Application-Approve the Applicant

From Support Wiki
Revision as of 10:05, 26 March 2015 by SPederson (talk | contribs) (Created page with "<div xmlns="http://www.w3.org/1999/xhtml"> <div style="text-align: left;">Table of Contents | Membership_Application-Member_pai...")
(diff) ← Older revision | Latest revision (diff) | Newer revision → (diff)
Jump to navigation Jump to search
Processing the Applications : Approve the Applicant

Approve the Applicant
Approving an applicant moves their application information to the Application History tab. In addition, their member record status is automatically changed from Prospective to Active. Once an application has been approved, it may no longer be manipulated in the Mbr Signups area. The data in the Application History tab may be exported, but any tasks associated with the member would now be done elsewhere.
1.
Click Mbr Signups in the Task List.
2.
Click the Action drop-down menu on the name of the desired applicant.
3.
Click Approve.
4.
Click Save.
5.
View the applicant information by clicking Application History tab.