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Member info changes

Posted: Mon Dec 28, 2015 2:55 pm
by 1marquisstanley
Know we want members to update info; but can clerks do this if we have all information necessary?

Re: Member info changes

Posted: Mon Dec 28, 2015 2:59 pm
by russellhltn
Yes, clerk (other than finance) can update the member's information.

Members can only update their contact information (phone number and email). They cannot change their address.

Re: Member info changes

Posted: Mon Dec 28, 2015 3:06 pm
by 1marquisstanley
Is there a protecol for the clerk to follow before they can do that? Or what is the information they need to make changes?

Re: Member info changes

Posted: Mon Dec 28, 2015 3:08 pm
by 1marquisstanley
Your information regarding changing their phone and/or email only... Is there notificaiton to someone when this is done by the member?

Re: Member info changes

Posted: Mon Dec 28, 2015 3:16 pm
by Biggles
When any information is changed via LCR, or the Directory, a notice is normally received by MLS at the next send/receive.

Re: Member info changes

Posted: Mon Dec 28, 2015 3:34 pm
by eblood66
1marquisstanley wrote:Is there a protecol for the clerk to follow before they can do that? Or what is the information they need to make changes?
There is no protocol. If a clerk receives reliable information he can make the change. If the clerk isn't sure about the reliability of the information he should try to confirm it and consult with the bishop about what he wants to do (since ultimately the bishop has final stewardship over ward records).

Re: Member info changes

Posted: Mon Dec 28, 2015 5:15 pm
by 1marquisstanley
Biggles wrote:When any information is changed via LCR, or the Directory, a notice is normally received by MLS at the next send/receive.
So where is this posted? we are totally on the new system and not with MLS so... where or who receives this notice on next send/receive and where is that?

Re: Member info changes

Posted: Mon Dec 28, 2015 5:23 pm
by russellhltn
1marquisstanley wrote:So where is this posted? we are totally on the new system and not with MLS so... where or who receives this notice on next send/receive and where is that?
To my knowledge, MLS hasn't been totally phased out. However, it's probably "clerks only" at this point since most, if not all of the functions the auxiliaries use have moved to LCR.

Re: Member info changes

Posted: Mon Dec 28, 2015 5:25 pm
by aebrown
1marquisstanley wrote:
Biggles wrote:When any information is changed via LCR, or the Directory, a notice is normally received by MLS at the next send/receive.
So where is this posted? we are totally on the new system and not with MLS so... where or who receives this notice on next send/receive and where is that?
No unit can be "totally on the new system" to the extent that they no longer need MLS, since many membership features and all financial features are still not available on LCR. So your unit is certainly still using MLS; your ward clerk (among others) will be familiar with it.

When you do a Send/Receive on MLS, if changes have been made to a membership record via the Directory or LCR, MLS will offer to print a membership update report for that change.

Re: Member info changes

Posted: Mon Dec 28, 2015 6:05 pm
by 1marquisstanley
Thank you both! So, I should be able to ask the clerks (executive and membership) for a printed list of changes and it will include those made by clerks and members?