Suggestion: Moving Records - Populated Data
Posted: Sun Nov 04, 2012 7:30 am
Disclaimer: I haven't upgraded to 3.5 yet so I don't know if this is part of the new release.
There is something about moving membership records out which has always annoyed me slightly. It is that the phone numbers and email addresses do not pre-populate in the move screens. If the clerk is not conscientious enough to go back to the membership record while he is in the process of moving the record, and copies the phone number and email address, this information is lost. I have received numerous records from other wards that provide an address only.
These days, many people do not change their phone number when they move since they are using their cell phone as their primary number. And email addresses almost never change with a move. Those are valuable items of information to have when trying to contact new members.
I would like to suggest that when a record is being moved, that the phone numbers and email addresses on the membership record automatically transfer with the record. This would help out clerks receiving the records, and avoid the problem of clerks forgetting to send that information with the record when moving the record out.
There is something about moving membership records out which has always annoyed me slightly. It is that the phone numbers and email addresses do not pre-populate in the move screens. If the clerk is not conscientious enough to go back to the membership record while he is in the process of moving the record, and copies the phone number and email address, this information is lost. I have received numerous records from other wards that provide an address only.
These days, many people do not change their phone number when they move since they are using their cell phone as their primary number. And email addresses almost never change with a move. Those are valuable items of information to have when trying to contact new members.
I would like to suggest that when a record is being moved, that the phone numbers and email addresses on the membership record automatically transfer with the record. This would help out clerks receiving the records, and avoid the problem of clerks forgetting to send that information with the record when moving the record out.