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The Director iHelp – Members

Membership Form Buttons

  1. Add Member
  2. Add/Edit Groups
  3. Email Group
  4. Text Group
  5. Reports
  6. Committee Assign
  7. Move or Copy Members of this group to another Group
  8. Group Data Sheets
  9. Find Members
  10. Merits
  11. Include in Birthday List on Main Menu
  12. Select which groups of info to show on Member Cards

Add Member

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

Add/Edit Groups

  1. Edit Groups (New, Delete, Rename, Change Groups Box, Order, etc.)
  2. Assign a number in Order# (default order is alphabetical)  Best to start with the Box # (1, 1.1, 1.2, etc.)
  3. Assign Section Of (only used for roll keeping – SATB. Trumpets, Trombones, etc.)
  4. Assign one of the 4 boxes to display group name
  5. Add Group Leader  name here
  6. To delete, click the group name and then click Delete

Email Group

Mark Me Paid Email Form
It is imperative that your Email Credentials be entered on the Settings form.  We do not use Outlook, but the settings for your outgoing email are identical.

  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 images
  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

Text Group
Opens the Text 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

  1. Select Member or Group
  2. Select Merge field
  3. Enter Message (up to 160 characters
  4. Send Message
  5. Save current Text Message as a template for later use.  Double click a template to re-use it
  6. Include name in reply message (without this, you will only see their cellphone info.)

Reports

  1. Select the Report Group
  2. Select the Report
  3. Select Options
  4. Select Action
  5. Run Report

Committee Assign

 

  1. Edit Group Names to rename the 21 groups or committees
  2. Select any committee for this member by  clicking the radio button across from names
  3. Show or Hide Parents
  4. Report 1 list all members and shows their committee assignments – Report 2 list all members of selected committee
  5. Remove ALL Committee assignments

Email or Text a Committee

  • Select group to Email or Text by clicking committee name
  • 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
TD Data

  • 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

Merits

  1. List of Names in this Group – Double Click a Name to Open their Merit Card
  2. Selected Member’s Account

Merits

  1. Shows if student is getting too many demerits
  2. Select Merit or Demerit – Click to add completed transaction
  3. Delete Merit Transaction
  4. Enter # of Merits
  5. Enter the Category of Merit
  6. Select Incident
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