AGP Digital Marketing is the best digital marketing agency for your credit union or non-profit
General Information
What type of form?
Membership app
Static or Dynamic?
Static
Do we need to re-create it into an editable format?
Yes
Does the data need to be validated?
No
Any file uploads for the form?
Yes
Please provide full name, email and access level
Sandee, Martha
Public or Private?
Public
Do you have an existing document to work from?
Yes
How often will new data be supplied to be refreshed?
NA
If yes, then which fields?
NA
How many back-end users?
2
Do you want PDF, CSV or just email data reporting?
PDF, CSV
Intake (Portal)
Would you like a Submissions Portal?
Yes
Do you want users to be able to delete submissions?
Yes
Any custom requests or features?
Do you want users to be able to edit submissions?
No
Do you want users to select statuses?
No
Intake (Notifications)
Thank You page upon submission?
Yes
For either, please indicate page
User email?
Yes
Admin email?
Yes
Please specify to which user
to all staff (so far)
Any attachments to outgoing emails?
No
If yes, which emails and to whom?
For Membership Forms
How many joints members?
1
How many beneficiaries?
2
How should we structure backup withholdings verbiage?
Same as ILWU
General Notes
General notes
Eligibility: add drop-down to select which city or refer from current member
Minimum rep is still $5
Fee: $5
Keep ODP
Keep Audio Response
For US, 1 method
For non-Us, 2 methods
Allow digital signature
Checking, ask for debit card
Checking: no monthly fee or minimum deposit
No ATM cards offered for savings only
Minimum rep is still $5
Fee: $5
Keep ODP
Keep Audio Response
For US, 1 method
For non-Us, 2 methods
Allow digital signature
Checking, ask for debit card
Checking: no monthly fee or minimum deposit
No ATM cards offered for savings only
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Date Submitted
01-26-2022 2:10:32 pm
Submitter's IP Address
142.44.84.19
Submitter's Username
Submitter's User ID
0
Language Code
en-GB
Confirmed
Yes
ID
1271
