We have implemented a Line Selector tool in Klubs. This allows administrators to quickly perform actions on multiple records at once.
The available workflow actions are context-sensitive and vary depending on the environment: view:
Members
Perform workflow actions within the member list – add to a member group / change member status
- Member Group
- Member status
Membership
Perform workflow actions within memberships – change membership status
- Payment status
- Change End Date
- Delete (?)
or add to a member group / change member status
- Member Group (synchronize membership type with member group)
- Membership status (e.g., unpaid to expired)
Attendance
Manage the attendance list – change attendance status
- Unsubscribe
- Payment status
- To Be Invoiced
or add to a member group / change member status
- Member Group
- Member status (adding guests to prospects)