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Adding New Members - Order of operations 3 weeks 2 days ago #92974

  • dan-tm
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In my club, membership applications normally go through this process:
  1. Application Received
  2. VPM - Initiates "screening committee" interview
  3. VPM - Upon member approval, refer to Treasurer
  4. Treasurer - send invoice
  5. Treasurer - confirm payment received
  6. Treasurer - add member to TMI and make corresponding payment
  7. Treasurer - handoff to VPM
  8. VPM - add member to portal
I'm thinking of switching this up - in particular, we're thinking of having the VPM add new to the portal (step #8) members BEFORE the Treasurer gets involved. This would streamline the process for the VPM.

With this in mind, I wonder about the implication of adding a member to the portal before their membership is established in TMI... is there any negative functional or administrative consequence I should be aware of?

Many thanks.

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Adding New Members - Order of operations 3 weeks 2 days ago #92976

  • Brian
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FTH has no access to any member information at Toastmasters International.
You can handle the adding of members to FTH any way your club feels fit.

Thank you,

Brian McDonald DTM, PDD D61
FTH Lead Technical Support
member Cataraqui Valley Toastmaster 9560
The following user(s) said Thank You: dan-tm
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