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Application History
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The Application History tab is accessible when you click on Mbr Signups in the Task List. When an applicant has been approved or declined, their information is moved to the Application History tab. Applicants remain on this list for 90 days where they may be viewed.  View the video explanation.

 

Application History CP.JPG

 

At any time, this data may be exported to a CSV (comma-separated value) file. This might be done to save the data for historical purposes or to use as a source file in a mail merge, or for viewing and manipulating in other programs.

  1. Click Mbr Signups in the Task List.
  2. Click the Application History tab.
    Application History CP.JPG
  3. Click Download List.
  4. Type the desired name for this file.
  5. Select the desired file location.
  6. Click Save.

 

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