Onboarding

Overview To enhance data accuracy and ensure complete member details, we have introduced improvements in the member onboarding process. Objective:We’re making it easier for you to provide complete and accurate information during onboarding by introducing separate fields for First Name and Last Name. New Name Field Configuration Exciting Enhancements to ‘Add Member’ Page and Member…

The import tool has been upgraded to support additional data fields specific to members, enhancing profile accuracy and streamlining data management. These updates ensure more comprehensive member records, improving financial tracking and operational efficiency. New Data Fields Added ✅ National ID: Captures the member’s official identification number.✅ Occupation/Business Type: Records the member’s profession or type…