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Member Status Control

Worf 7 hours ago • updated 6 hours ago • 0

I created a Member Status Card for my Membership Coordinators. I didn't see anything that would fit my specific need in the gallery. This took about a week to build to where it is now. We are On Premise Dynamics CRM, planning to move to the cloud in 2028 sometime. For the card, depending on what invoices are out standing or if they are a white glove member, those specific statues will display, plus other details on join date and education. When members call, this is at a glance when the coordinator opens the contact. This covers 5 different entities rolled up to the status card on the contact. So far the feedback has been good. 

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