MMP iHelp – Members

MMP Groups

Mark Me Paid

 

  • 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.

Membership Form Buttons

  • Add Member
  • Add/Edit Groups
  • Manage Groups
  • Manage folders
  • Email Group
  • Text Group
  • Quick Reports
  • Committee Assign (available in The Director)
  • Current Group Data
  • Entry Form (available in The Director)
  • Merits (available in The Director)
  • Datasheet view

Add Member

MMP Member Card

  • Select a group (new member will be added to this group)
  • Click Add Member

Add/Edit Groups

MMP AddEdit

  • 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

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

Member Reports

  • Preview/Print Envelopes, Letters, Past Cards
  • Many additional reports available on main Reports Form

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

MMP 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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