Add New Prospect Form Gets Some Improvements
Changing a form is not something normally added to the blog - but the Add Prospect form is a key data entry form for any club using ClubReady - bad data in means bad data out.
This form has had many improvements. It’s now possible to define in setup exactly how this form works - what is included on it & what are required fields. The setup is in the customer section of setup
This basically lets a club define exactly what their ‘new prospect’ entry process is and ensures that data is entered consistently, with improved integrity checking of the data entered.
Prospects & Customers used to be on the same tab, but this has now been split to two tabs - Prospects & Customers, with Add Prospect an option under Prospects. All clients added to the system are entered as prospects first.
These changes only apply at the moment to non-membership clubs - these changes along with some other related changes will be applied to membership clubs use of ClubReady very soon.
