Quick add panel

Written by Jane Atkinson on . Posted in Documentation

The Quick Add panel allows you to add more than one member, guest or prospect at a time.

Enter the person's name, email address and phone number (if desired) on a single line. There should be a space before and after the email address, but NOT in the phone number.

 

Quick add tab

 

Names and educational qualifications may have spaces and commas, as needed.

The "_" (underscore) character can be used in multi-part names to indicate that the parts should be kept together. See the add members section in the main membership panel doc for further explanation.