iHelp – Membership

Membership Groups

WP 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

WP Committees

  • 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

WP MemberCard

  • 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

 

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