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Friday, September 1, 2017

Track member and club changes through the RI Integration updates page

Since 2010, when we became the first software provider to integrate our database with Rotary International, we've continually made improvements to the RI Integration module, allowing you to sync more fields directly with Rotary.

Our latest update to the RI Integration feature now allows you to track all of your updates for members and clubs from one convenient location. You will notice that we've added two new sub-menu items under the RI Integration tab on the Admin Page, called Member Updates Archive and Club Updates Archive.

Member Updates Archive

The Member Updates Archive report allows you to filter your results by individual members, integration type or date.

The results immediately display the status of the updates, who the change was initiated by, the date and time it was made, and much more. Click here to learn more about all the options available.

Club Updates Archive

The Club Updates Archive allows you to filter by integration type and date as well, giving you a report to indicate the various changes that have been reported to RI, and when. Click here to learn more.

If for any reason, the data is not automatically synced, you always have the option to manually report the change from within ClubRunner itself. You also have the option to export your results to excel, which is a great option for if you need to print or share your reports.

These are just a few improvements we've made to the RI Integration feature, with lots on the way. Have questions about the RI Integration feature? Click here to access our knowledgebase or contact our support team.

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