The processing records are Members that paid, but never filled out the form to create their account.
The process is, they pay first, and then afterwards go to the join page to create their account.
When they pay, the processing record is created, and then when they fill out the form, it is populated with their information.
If they pay, but never fill out the form, then they will show up as processing until they create their account.
With these records, you should send them to the join page to finish creating their account.Don't try to edit the processing records yourself
by putting in their information
(the processing account is missing several things and needs to go through the join process),
instead, fill out the form on the join page using the same email that shows for processing.
A username of TEMP987 means the person didn't complete the setup process
and needs to finish creating the account (and then it will change from TEMP987).
If you manually modify the TEMP987 record while logged in as the admin to something else,
then the Member account that was TEMP987 is not completely setup and doesn't have it's primary capture page loaded and other minor issues like not having a signature loaded.
Yes, you can modify the signup page to have less fields. All of the fields are required, but you can replace them with hidden fields and give them a default value (exa: You can make a hidden field for address and give it the default value of "111 Main St" and then after they've joined they can go back and change it). The minimum fields you can have on the join page is:
Technically, name is not required (but we do not recommend removing it). Also, technically you could give them a default password, but we do not recommend that either.
With a Pro system there is the option when editing the membership to indicate that the membership is free. If free, then you would need to see the id for the membership (look in the URL of the page when editing the membership and it will say ?id=*. The * is the id for the membership). Then, you would link to the join page using the link below putting the * for the membership and the USERNAME for the member that referred the new member.