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Membership management

  • ztasman
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Membership management

5 years 2 months ago - 5 years 2 months ago
#80319
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.
Last edit: 5 years 2 months ago by ztasman.
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Re: Membership management

5 years 2 months ago
#80320
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
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Re: Membership management

5 years 2 months ago
#80324
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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Re: Membership management

5 years 2 months ago
#80326
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
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