Report Overview
The intent of this report is to create a form that you can send to members which details most of the member's information. The member can then review their information and send you back any corrections if necessary by a deadline date that you specify. This report includes the Member's names, addresses, phone numbers, business classifications, affiliations, etc..
Benefits
This is one method of keeping your membership information up to date. An alternative method would be to utilize the power of your Membership portal.
How to Run
From the File Menu, choose Reports > Member Reports > Member Information Update Form
Upon running the report, it will prompt you for the following parameter(s):
- Please enter the date you wish to have this form returned to you. (Return Form By) - Enter the date you wish the form to be returned by..
- Enter a Profile ID (ProfileID) - Enter a Profile ID. You can find Profile ID numbers in several places in WeblinkCONNECT, including the Profile Browser's General Tab. **Enter the Profile ID of '0' it will run all Member ( check box) Profiles.
Results
Here is a sample of the report's output:
Comments
Please sign in to leave a comment.