Transfers

Articles

Understanding Network Search
The Network Search function allows administrators to transfer members from one Club to another within the same national database network.  When a Network Search transfer request is 'approved' the member record will move from one Club t...
Requesting A Transfer
Quick Steps: Membership > Transfers > Network Search > Locate Member > Request Transfer.  The organisation that the member wishes to transfer TO must request the transfer. Please note, if the member currently ha...
Approving A Transfer
Quick Steps: Membership > Transfers > Transfer List > Respond > Action.  The organisation that the member wishes to transfer FROM must approve the transfer before the member record is moved across to their new c...
Rejecting A Transfer
Quick Steps: Membership > Transfers > Transfer List > Respond > Reject.   1. Click on the Membership module along the top menu. 2. Click on Transfers on the left side menu  3. Within the Tra...
Applying A Filter To The Transfer Listings
You are able to apply a filter to any of the Transfer Lists in order to narrow your search for a particular transfer that is either Awaiting your response, Pending, or is in the Past Transfers List.  1. Click on the Membership mo...
Exporting The Transfer Listing
Within the transfer listing screen, you have the ability to export any of these lists to Microsoft Excel for your own record keeping. 1. Click on the Membership module along the top menu. 2. Click on Transfers on the left side ...