[sooadmin]

Hi Farkhanda

Thanks but it’s not a simple matter of asking them to login/register on portal to update their profiles for this particular field – it’s greyed out (i.e. not updatable). Are you suggesting that we ask each volunteer we have the question and send an email to our DD to get the field updated for all of them?

[sooadmin]

Thank you Farkhanda. Clearing cache AND refreshing the page helped me and has helped everyone else that I’ve run into with this problem. Now whenever I get asked a question, the first things that I ask is if they can see coloured labels on the right side of the screen… if not, I get them to refresh the page before we continue then will get them to clear the cache and refresh again if there are other issues!

[sooadmin]

Apologies – that should have read additional emergency contacts ARE appearing!

[sooadmin]

And as Treasurer’s we also need to know how the My Balance and My Payment Info are derived.

[sooadmin]

Ran Report 54 today and found that the second emergency contact is not appearing!

[sooadmin]

Thank you for letting us know Farkhanda. Now that we know it’s being worked on, we can stop trying to figure out what we’re doing wrong and wait for an update.

Lynda – Greater Durham

[sooadmin]

But it’s valuable information for others. I’m sure many have not learned how to use those dots for sorting.

Pat

 

[sooadmin]

Yes – I use the filter. But you have to use the Active Enrollments page to screen by club. and that screen does not have the SOO number which we need for everyone. It does give a list of participants though and it is very handy to check the database.

I’m using the Active Participants screen which provides the SOO number, email and phone number. Have to have that number for tournaments etc. And it can’t be sorted by club – maybe we need that as an improvement.

I’m specifically looking for an easy way to get participant name, phone number and SOO number. If there’s another way, I’m all for it.

Pat

 

 

[sooadmin]

There’s an easy way to get a Team Roster without using reports. But  you have to be signed up as a coach or assistant coach for that sport. Admins and CC can’t get it. If you sign yourself up as a coach/assistant coach for the team (or give the team coach these instructions), change your role to the coach, click “Active Participants” , then export to Excel. I hide the Date Joined column in the excel file. Then create a PDF file and send to coaches (or print and give it to them).  Fastest way I’ve found to get a simple phone and SOO number list per club.

I have found this to be a simple work around for now……

Pat Benoit

Tillsonburg CC

 

[sooadmin]

Should’t the treasurer have the ability to update registration payments made by athletes. If not perhaps this function should be added.

[sooadmin]

Was surprised to see the changes that were in place this morning and many are positive with clearer language.

Can you provide more details on the My Payment Info and My Balance tabs?

Any revisions to reporting?

[sooadmin]

Thank you so much (everyone!) for working on these changes. I am very happy with them and have already been working with one of my Team Managers (who manages all the teams in a club program) to get her to approve an online enrollment that came in for one of her teams (she didn’t realize that she has to go into each role and check for enrollments to approve). I’m looking forward to more (implied by “first wave” in your first statement). Well done! The light at the end of the tunnel is getting brighter 🙂

[sooadmin]

Thank you James. I will stop instructing people to use email address 2 and that the portal email address is the primary contact, with email address 3 being the alternate contact.

[sooadmin]

Thanks James

That’s great news.

Is it possible for the list of reports on the development pathway to be shared with us?  At this point I don’t know if some of our requests are on the list, been forgotten or that it has been determined that the request isn’t supported.

Peggy

[sooadmin]

Thanks James for considering this modification.