Update Contact Details (Prospect)

Description

This functionality is used to update the contact details of a Prospect who has changed his email address or phone number/s after the submission of his Online Registration Form. Please note that this can only be updated by the Hermes Administrator if he is an Initiate, Foreign Joiner/Exaltee or Unattached. If he is a current subscribing member of a UGLE Lodge or SGC Chapter, this can only be amended by the Hermes Administrator of one of these units prior to joining the new unit.

Step by Step Instructions

Step 1: Open the ‘Prospective Members’ screen within ‘Member Management’

Step 2: Click on the Prospect's 'Name' in the 'Prospective Members' list

Step 3: Click the 'Update Contact Details' button

Step 4: Amend the email address or phone number/s, as required

Step 5: Click 'Save'

Step 6: Upon reading the confirmation message, click 'OK' to confirm the change

Additional Information

• Once finished click the 'Close Form' button to return to the 'Prospective Members' screen.