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Filtering by Status

If SuperCRM is enabled for your organisation, you can filter your records to display those registrations with specific statuses across one or multiple forms in your database. Filtering by status allows the administrator to identify those for example that need to be actioned (pending), are active, or that have been transferred, making it easier to contact for those specific records.

A Status is an indicator as to whether or not a registration is active. 

 

If you have not subscribed to SuperCRM, but would like to, please contact support@sportsground.com. 

Registration Status

The Registration Status is set against the person within the the form database found in Online Registrations.

STATUS PENDING.png

If your parent body has an approval process, you may need to set players to Pending until all requirements are met for approval.

Status types in Online Registrations

  • Pending: this relates to registrants who need to be approved. For example those that need police vetting before being approved to participate.
  • Active: this means the registration is active.
  • Inactive: this is a status that needs to be manually set. The use of this status is for when a person has left the club/organisation or the registration is not to be used as is it is inactive.
  • TransferPending: this relates to player transfers.
  • TransferDeclined: this relates to player transfers.
  • Transferred: this relates to player transfers.

Filtering on Status (CRM)

From the Dashboard click the SuperCRM tile.

1. Click on the Filters icon in SuperCRM.

fiLTERXX.png

2. Set the specific fields that relate to the database you are wanting to filter: Season & Organisation Form

Status filter xx.png

3. Scroll down until you get to Status field. Select the singular (or multiple) status that you want to identify in this filter process.

status filter field.pngpending selected XX.png

4. When you have selected the specific filters you require, click Save (if you are saving the filter) then Apply. Your results will then be displayed.

pending registreation filter XX.png

The view you see in your SuperCRM will now change to reflect your filtering options selected. If Pending has been selected as the status to filter on, only those with this status will display. 

You can now review and approve contacts if your organisation requires this process, you can contact those players if needed, or you can simply view which contacts match your filter request.

 

To find out how to contact the group identified by the filter, click here. 

 

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