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Membership management
5 years 4 weeks ago - 5 years 4 weeks ago #80319
by ztasman
Membership management was created by ztasman
Hello, quick question: what is the best practices to sync up the list of members in our own club website (e.g. princetontoastmasters.org) and our associated club mailing lists.. with the TMI website (the official list of members). The new board that took over and I am one of the officers and we found that the list is a bit stale (contains many members who are no longer part of the club). Wondering what's most efficient way
Secondly, is there a quick way to edit these names / re-categorize via say back door way via editing using Excel (edit in CSV let's say), vs. via website Admin tool & manually re-tagging each names, etc. Also would be helpful to say be able to move names from "members" to "former members" programmatically.
Thanks for any tips.
Secondly, is there a quick way to edit these names / re-categorize via say back door way via editing using Excel (edit in CSV let's say), vs. via website Admin tool & manually re-tagging each names, etc. Also would be helpful to say be able to move names from "members" to "former members" programmatically.
Thanks for any tips.
Last edit: 5 years 4 weeks ago by ztasman.
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5 years 4 weeks ago #80320
by Brian
Replied by Brian on topic Membership management
We are FreeToastHost we have no access to the information on Toastmasters International toastmasters.org/
All membership information must be updated manually by the site admin or designated club officer.
Please see the documentation.
support.toastmastersclubs.org/doc/item/m...hip-management-index
All membership information must be updated manually by the site admin or designated club officer.
Please see the documentation.
support.toastmastersclubs.org/doc/item/m...hip-management-index
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5 years 4 weeks ago #80324
by ztasman
Replied by ztasman on topic Membership management
Thanks. Is there a quick way to re categorize the individual... say if a member is taking a break from club... instead of deleting, we are re categorizing him/ her from "current member" to "prospective" or "former"... that way all the personnel's data is not lost.. thanks
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5 years 4 weeks ago #80326
by Brian
Replied by Brian on topic Membership management
That is what the former member category is for, you can move them back to active member when they return.
It is explained in the member management documentation
It is explained in the member management documentation
The following user(s) said Thank You: SteveTheTechie
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