Leave an Address 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 “Addresses” tab. In the “ADDRESSES” window that opens, scroll through the Address list till you find the row that contains the … Read more
Find all the Address records that meet specific criteria. Here’s how to filter the list to display just those Addresses you want to see. Click on the “Households” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Addresses” tab to open the “ADDRESSES” window. Type your search text … Read more
Create an Address record with data that you type. 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, click on the “Addresses Actions” button and choose “+New Address.” In the “ADD NEW ADDRESS” window that opens, … Read more
Add information about multiple Addresses 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 “Addresses” tab. In the “ADDRESSES” window that opens, click on the “Addresses Actions” button and choose “+Import Addresses.” In the “IMPORT … Read more
Download a data file that contains all the information about your current Addresses. 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, click on the “Addresses Actions” button and choose “Download Current Addresses.” Download the “current-addresses.csv” … Read more
If you already have a complete list of community Addresses, you can begin with the Addresses feature. Set up the Addresses of your community’s individual lots, either through manual data entry or with a data import file that adds multiple entries at once.
Verify who’s registered for an event. Click on the “Features” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Events” tab. In the “EVENTS” window that opens, locate the event name in the list. Click on the Registrations icon (blue people silhouettes) in the “Actions” column to open … Read more
Download the data about event payments in a CSV file that you can open in a spreadsheet program. Click on the “Features” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Events” tab. In the “EVENTS” window that opens, locate the event name in the list. Click on … Read more
Deactivated (canceled) events become invisible and inaccessible to members and the public, and remain accessible only through the “Events” feature of the Admin dashboard. Click on the “Features” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Events” tab. In the “EVENTS” window that opens, locate the event … Read more
View the basic details of an event. Click on the “Features” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Events” tab. In the “EVENTS” window that opens, locate the event name in the list. Click on the View icon (blue eyeball) in the “Actions” column of the … Read more
Search for a specific event by name. Click on the “Features” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Events” tab. In the “EVENTS” window that opens, type your search text in the “Search Events” box. To search for part of a name, enter only a few … Read more
Edit the details of an event to include changes or new details. Click on the “Features” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Events” tab. In the “EVENTS” window that opens, locate the event name in the list. Click on the Edit icon (blue pencil) in … Read more
Not to be confused with simple non-recurring calendar entries, events represent robust happenings that involve considerable planning and can require admission payments.
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. To message … Read more
Send unlimited email alerts to one member, a specified group or all members of your organization, day or night. This feature gives you the flexibility to customize the format of your message, as well as attach a document (such as a newsletter) or image.
Once a Dues and Fees item is paid—partially or fully—view a summary of its payment details. Click on the “Payments” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Dues and Fees” tab. In the “DUES and FEES” window that opens, locate the item you want to review … Read more
Review payment information about Dues and Fees that you invoice to individual Members. 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 “View” icon (blue eyeball) in the “ACTIONS” column. The “MEMBER ACTIVITY” … Read more
Review payment information about Dues and Fees that are invoiced to Households. 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 “View” icon (blue eyeball) in the “ACTIONS” column. The “MEMBER HOUSEHOLDS” section … Read more
The “DUES and FEES” window enables you to add, review, edit, and delete Dues and Fees from a single comprehensive list. Click on the “Payments” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Dues and Fees” tab. The “DUES and FEES” window that opens displays a list … Read more
Examine a list of the individual invoices sent to members or Households in conjunction with an individual dues item or fee. Click on the “Payments” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Dues and Fees” tab. In the “DUES and FEES” window that opens, locate the … Read more
