Within Directory, you can request updated information from members with an email address either individually or for groups of people. The process works the same once the individual receives the email.
Request Updated Information from an Individual
From the Family Screen open the kebab menu and select “Request Updated Information”
The dialogue box indicating which email (the head of household) the email will be sent to will appear. The member can update their information with their unique, time-sensitive link within 14 days of receiving the information. Once they submit their new information an administrator will need to approve it before it becomes part of your directory information.
Request Updated Information from a Group via Quick Tasks
Begin by creating a filter in Quick Tasks, more information in this article about filtering. Then select “Request Updated Info” from the options in the ‘Filtered Results’ card.
Then select “Request Updated Info” and click YES to confirm.
How to Update Your Information (from a family’s perspective) is outlined here.
Confirming or Rejecting Information
When a family has submitted updated information you will see a new card on the Directory Dashboard.
Click on “Verify Changes” to see what was submitted and accept or reject the update. Information that has been changed will appear bolded. You can accept all, select just a few, or reject them individually. Any changes that have been rejected will be deleted from the system, this action cannot be undone.
Updates that are accepted will be noted in the Activity Page for that family.
