3.6 Bulk Processing

You can easily process a number of club members at once by using the ‘Bulk Processing’ sub-menu which is sitting in the ‘Member’ menu list.
You can use the Bulk Processing function to:-

• Activate Members
• Archive Members
• Clothing Sizes
• Create Member Notes
• Dissolution of Family Groups
• Internal Memberships
• Member Protection
• Register Members for Current or Next Season
• Transactions
• Update Member Declarations
• Update Member Details
• Update Member Source Companies
• Update Sub-Membership Categories
  

Select the ‘Process Type ie: Archive

Depending on the Process Type selected from the drop-down you may be prompted to remove the member from Patrol Teams and Internal Membership groups.

Use the search filters to find specific members or just click the ‘search’ button to get a list of all your club members.

Highlight members by clicking their name in the Available Members list and clicking the > to move to Selected Members. The quickest way to add names to the Selected Members list is by holding the Control key down and clicking multiple members name in the “Available Members” list and then click > to move them to Selected Members.

You will be prompted before being allowed to process any member records. Click ‘OK’ to continue or ‘Cancel’ if you want to review or change your selection.
You can clear all the fields selected and start again by clicking the ‘Reset’ button at the bottom of the screen.