Member Contact and CEU Update Page - Members only page to log-in and update their contact information and/or submit CEU including documents. . Flipcause CRM Contacts Fields affected. 1. Name Change 2. Address 3. email 4. Work place/employer 5. CEU status (New)
Features Required: 1. ORI needs to have a flag that notifies us when a change has been made.
Tony - We don't have a way to flag when an individual completes the form but we can setup a notification that goes to the email of your choosing each someone completes the form.
2. User log-in password protected. No unauthorized Changes
We can password protect/require logins for individual members via the menu option on the site. I can show you this during our call.
3. Logging and tracking of Member Continuing Education Training - Ability to submit/upload documents e.g. Certificates of Training
We can request that they upload any documents to a campaign that you like. This would automatically update their contact record and be available through the Flipcause reporting.