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Following this should be a list of people to be imported, with one line per person.
General
People can be added into the system, as well as updating existing staff/volunteer records.
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Some reports in the system contain a person's Member ID number, which is what the system uses internally to retrieve information about a particular person. This can also be used by specifying the following column. This is particularly useful if you have several thousand people, which are likely to have the same name or reference number, or are looking to update someone's name, reference number or email address.
- Member ID
The following fields are required to import a person into the system
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An example is the following:
| First name | Last name | Phone (home) | |
|---|---|---|---|
| James | Smith | my-email@me.com | (03) 9800 1234 |
Other fields which can also be imported are:
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- Notify of roster change
- This should be one of the following settings (explained in the preferences page):
- No notificationOnly for expressions of interest to attend
- Any roster additions and withdrawals
- All roster changes
- This should be one of the following settings (explained in the preferences page):
- Rostered event reminders
- This should either be 'Yes', or 'No'. Leaving this field blank will not make any changes to a persons preferences
- Send weekly email
- This should either be 'Yes', or 'No'. Leaving this field blank will not make any changes to a persons preferences
- SMS Notifications
- This should either be 'Yes', or 'No'. Leaving this field blank will not make any changes to a persons preferences
- Email Signature
Setting Permissions & Adding people to groups
Permissions can be set and people can be added to multiple groups through importing details - click for more details