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MMP iHelp – Accounts

 

Account Transactions List

  1. Current Active Account
  2. Selected Member double click to open member Account Card
  3. Selected Member’s Data for current account and All accounts
  4. Transaction Register (Note that only Tagged records appear in reports)
  5. Document Entry form (Application, Medical Release, etc.)
  6. Data Entry to enter all payments made today
  7. Group and Individual statements
  8. Group personalized email (attach PDF statements, mail merge payments and balances, include email to parents)
  9. Group Texting (mail merge payments and balances)

 

Member Account Card

  1. Selected Member
  2. Current Account
  3. Add a personal note to Member Statements
  4. Individual Reports
  5. Payment, Charge, or Deposit Entry
  6. Mode of Payment
  7. Item Identification
  8. PDF Statement ready
  9. Go to this Member’s Card
  10. Locate next Member
  11. Open Calculator
  12. Email this Member
  13. Text this Member
  14. Online iHelp
  15. PDF Statement Path
  16. Member Account Totals
  17. Member Transaction Register

Add Member to This Account

  • Select account
  • Click Add Member
  • Select Member from list

Add Group to This Account

  • Select account
  • Click Add Group
  • Select Group from list

Email to Account Members

  1. Opens the Email form with this Account in the “To: box”
  2. Merges First Name, Roommate, Personal Note, Payments, Balance and up to 5 Documents
  3. Email must have a subject
  4. Enter email message in rich text format
  5. Change colors, fonts, size, etc.
  6. Upload pictures
  7. Use saved Email Templates
  8. Save current Email
  9. Go to email Setup page
  10. Attach all PDF Statements for Account Members
  11. Attach additional docs

Account Reports

  • Account Statement Alphabetized for all members in this  account
  • Account Statement Alphabetized for all members in this  account balance due
  • Account Statement Alphabetized for all members in all accounts
  • Account Statement Alphabetized for all members in all accounts balance due
  • Account Statement Score order for all members in this  account
  • Account Statement Score order for all members in this  account balance due
  • Account Statement Score order for all members in all accounts
  • Account Statement Score order for all members in all accounts balance due
  • Account Summary
  • Account Summary balance due
  • All Accounts Summary
  • All Accounts Summary balance due
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