In SuperCRM 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.
Registration Status
The Registration Status is set against the person within the the form database found in Online Registrations.
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 to be approved 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.
- Retired
- TransferPending: this relates to player transfers (if your organisation has transfers enabled).
- TransferDeclined: this relates to player transfers (if your organisation has transfers enabled).
- Transferred: this relates to player transfers (if your organisation has transfers enabled).
- PaymentFailed
Filtering on Status (CRM)
From the Dashboard click the SuperCRM tile.
1. Click on the Filters icon in SuperCRM.
2. Set the specific fields that relate to the database you are wanting to filter: Season & Organisation Form
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 options to filter on:
- Active - registrations that are approved or active for the current season and eligible to participate.
- Draft - registrations that have been started and saved but not yet completed. MotorSport specific.
- Duplicate - there is a duplicate registration, for example a person who has been entered into two teams will then show duplicate registrations as one is the original registration and the other is a copy.
- Pending - registrations that are awaiting approval by either your organisation or the parent body (depending on the sport's processes)
- Inactive - registrations which have been manually set to inactive due to the person having left or the registration being terminated, these registrations are not eligible to participate.
- Withdrawn - registrations that have been cancelled by an administrator.
- Retired - registrations that have been manually set as retired to indicate that the person has retired from participation, these registrations are not eligible to participate.
- PaymentFailed - registrations where an online payment was not successful.
- IntEntered - international clearance details have been captured and the case is progressing prior to being lodged/marked pending. NZ Football specific.
- IntOutgoing - outgoing international clearance requests. NZ Football specific.
- IntPending - international clearance has been lodged to FIFA/TMS and is awaiting outcome. NZ Football specific.
- IntRequired - registrations that require international clearance. NZ Football specific.
- IntTransferred - international transfers that have been approved. NZ Football specific.
- TransferDeclined - transfer requests that have been declined.
- TransferPending - transfers that have been initiated and are awaiting action or approval.
- Transferred - registrations that have successfully been transferred.
- TermPending - registrations who are pending early termination to join another club.
- Waitlist - registrants who have been placed on a waitlist because an event/team has reached capacity. Attendance feature.
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.
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.