Membership Groups
- Edit/view groups of members.
- Click a group on the left.
- Members of this group appear in the right window.
- Non-members of this group appear in the box to the left of the group members.
Members and Group Facts
- There is no limit to the number of groups
- Members can be in multiple groups
- Members can be emailed or text messaged as individuals or a group
- Member data can be exported as a mail merge file (CSV)
- Quick Reports for #10 envelopes, post cards, and letters for all members of the selected group
- Additional reports using member data are available in the Reports module
Membership Form Buttons
- Add Member
- Add/Edit Groups
- Manage Groups
- Manage folders
- Email Group
- Text Group
- Quick Reports
- Committee Assign
- Current Group Data
- Datasheet view
Add Member
- Select a group (new member will be added to this group)
- Click Add Member
Add/Edit Groups
- Manage Groups (New, Delete, Rename, Change Groups Box, Order, etc.)
- Type-over to rename a group
- Assign a number in Order# (default order is alphabetical) Best to start with the Box # (1, 1.1, 1.2, etc.)
- Assign Section Of (only used for roll keeping – SATB. etc.)
- Assign one of the 4 boxes to display group name
- To keep a seasonal group, but not display it in the Boxes, do not assign to a box.
- To delete, click the group name and then click Delete
Group Assign
- Select group
- Assign members of this group to as many 5 additional groups
- After making assignments, click the Update button
Email Group
- Opens the Email form with this group in the To box
- Each person in this group, who has an email address can receive an email message
- Each member can have up to 2 email addresses
- ONLY complete email addresses are allowed
Text Group
- Opens the Email form with this group in the To box
- Each person in this group that has a phone email address can receive a text message
- On Member Card, after entering the Cell #, Right Click for Cell Provider box opens a list of Cell Providers, where you double click the appropriate company
Quick Reports
- Preview/Print Envelopes, Letters, Past Cards
- Many additional reports available on main Reports Form
Committee Assign
- Up to 21 committees or groups for assignment
- Go to Edit to rename groups
- Click a group and then click the radio button across from names
- Report 1 list all members and shows their committee assignments
- Report 2 list all members of selected committee
- Email or Text selected group
- Click member name reveals a Delete trash can
- Use the large Trashcan to the right to Remove All Committee Assignments
Group Data
- Data sheet form for selected group
- Columns can be re-sorted, re-sized, and moved
- Pressing Ctrl-“ (Ctrl-quotation mark) copies the contents of the field above current field. This is useful in duplicating addresses, cities, states, zips, etc.
Other Microsoft shortcuts work here as well (Ctrl-C = copy; Ctrl-V= paste; Ctrl-X = cut; Ctrl-Z = undo)
Data Sheet View
- Data sheet form for all members
- Columns can be re-sorted, re-sized, and moved
- Pressing Ctrl-“ (Ctrl-quotation mark) copies the contents of the field above current field. This is useful in duplicating addresses, cities, states, zips, etc.
Other Microsoft shortcuts work here as well (Ctrl-C = copy; Ctrl-V= paste; Ctrl-X = cut; Ctrl-Z = undo)
Member Info Card
- To locate a member from the Member Groups form, click in the current group list and hold down the first letter of the person’s last name until that name appears. Then, double-click the member’s name
- or, type the last name in the Find Member box
Member Facts
- Create only one member card per member
- Members can be in multiple groups
- All Member data can be exported as a mail merge file (CSV)
- Multiple Membership Reports are available on the Reports Menu
Member Card
- The Member Card appears when you double-click a member name
- Link a picture by clicking Load Picture
- Assign groups by clicking the bottom drop arrow
