Your organization’s website enables you to coordinate your activities and communicate with your Membership directly through your website dashboard, without using a separate application. To contact Members through your website dashboard, click on the “Membership” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Members” tab. In the … Read more
Sometimes, you want to limit the list on the “Members” screen to display only those individuals who meet specific criteria. Here’s how to filter the list. Click on the “Membership” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Members” tab. To search all Member criteria at the … Read more
If a Member no longer qualifies to participate in your organization, deactivate that individual’s Member record from your website. Click on the “Membership” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Members” tab. Scroll through the Membership list until you find the row that contains the Member’s … Read more
To view the information for an individual Member, make changes to it, add tags that designate participation roles, and review dues payment history, log in to your organization’s website. Click on the “Membership” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Members” tab. Scroll through the Membership … Read more
To add Members to your website one at a time, enter their data manually. Click on the “Membership” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Members” tab. In the “MEMBERS” window that opens, click on the “Members Actions” dropdown menu at the top right and choose … Read more
To add a large list of Members in one step, import their data into your website via a CSV file, a special kind of text file that you edit in a spreadsheet program. Click on the “Membership” tab on the vertical dashboard menu at the left side of the screen. Click on the “Members” tab. … Read more
Add Members to your organization’s website in three ways: Import Member data through a CSV file, a special type of text document that you can read and edit in a spreadsheet program. Enter data about new Members through your administrative dashboard. Allow your Membership to sign up directly through your website. Combine these methods to … Read more
Check your past Household imports to see if all your data uploaded correctly. Click on the “Households” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Household Imports” tab. In the “HOUSEHOLD IMPORTS” window that opens, scroll through the Household list till you find the row that contains … Read more
Remove a Household from your website altogether. Click on the “Households” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Households” tab. In the “HOUSEHOLDS” window that opens, scroll through the Household list till you find the row that contains the entry you want. If your list covers … Read more
Leave a Household listed in your records, but remove it from the active list. Click on the “Households” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Households” tab. In the “HOUSEHOLDS” window that opens, scroll through the Household list till you find the row that contains the … Read more
Review the members of an individual Household. Click on the “Households” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Households” tab. In the “Households” window that opens, scroll through the Household list till you find the row that contains the entry you want. If your list covers … Read more
Review information for an individual Household and make changes to it. Click on the “Households” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Households” tab. In the “HOUSEHOLDS” window that opens, scroll through the Household list till you find the row that contains the entry you want. … Read more
Find all the Household records that meet specific criteria. Here’s how to filter the list to display just those Households you want to see. Click on the “Households” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Households” tab to open the “Households” window. To search all Household … Read more
Create a Household record with a combination of data that you enter on Households screens and elsewhere on your website. Click on the “Households” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Households” tab. In the “Households” window that opens, click on the “Households Actions” button and … Read more
Add information about multiple Households to your site in one pass with data import. Click on the “Households” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Household Imports” tab. In the “HOUSEHOLD MEMBER IMPORTS” window that opens, click on the “Households Actions” button and choose “Import Households.” … Read more
Download a data file that contains all the information about your current Households. Click on the “Households” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Households” tab. In the “HOUSEHOLDS” window that opens, click on the “Households Actions” button and choose “Download Households.” Download the “current-households.csv” file … Read more
Change the Household settings that govern roles and responsibilities for invoices and voting. Click on the “Households” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Households” tab. In the “HOUSEHOLDS” window that opens, click on the “Households Actions” button and choose “Edit Types.” In the “HOUSEHOLDS SETUP” … Read more
Limit invoices and votes to one per address when you create individual Households. Note that you must enable this feature to use it. If you do not plan to issue invoices or conduct member surveys through your website, you may not need to activate this feature.
Review the Household(s) that you have connected to a specific Address. Click on the “Households” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Addresses” tab. In the “ADDRESSES” window that opens, scroll through the Address list till you find the row that contains the entry you want. … Read more
Remove an Address from your website altogether. Click on the “Households” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Addresses” tab. In the “ADDRESSES” window that opens, scroll through the Address list till you find the row that contains the entry you want. If your list covers … Read more
