Summary
of Functions to Manage Your Council Better
Gold Version Only
Membership
Database This is a complete listing of all members
on the database. *(Only administrators can add, delete and change
membership records in this section)
Email This is a function that will help you
send email to all or groups of members with attachments if needed.
Forms and Documents This section will enable
you to download and print documents and forms you may use in
your role as an officer. This may include documents such as
application forms, by-laws, budget forms, expense request forms
and so forth. It may also have templates for letters, invitations
and other documents that the board may decide to store in the
website.
Reports
Print Membership List This function allows
you to print your current membership list. It shows name address
and telephone for all active members. If a member doesn’t
want their name to show you can check the do not show box in
the member database.
Mailing Labels This report produces a pre-formatted
MS Word document for printing Avery 5160 mailing labels of the
entire membership directory, or of selected members.
Phone Contact List This report produces a printable
list of all current members who have indicated that they wish
to be contacted by phone. Includes first and last name, and
phone number.
Newsletter Report This report produces a list
of members who wish to receive the newsletter. Select "email"
to output a list of members who want the newsletter sent electronically;
the report will include first and last name, as well as email
address. Select "post" to output a list of members
who want the newsletter delivered by mail; the report will include
first and last name, as well as a full mailing address.
Dues Report
This report produces a list of local members based on their
dues status. Includes first and last name, phone number, address,
and date on which dues are delinquent. Selecting "unpaid"
generates a report of members whose dues are not current, or
have no entry in the "dues" field. Selecting "paid"
generates a report of members whose dues are current.
Custom Report
You can search the membership directory with any of the fields
below. You can give this report a header by filling in the "Report
title" field.
Gold and Blue Version
CONTENT MANAGEMENT
Editor
When you login as an administrator, you will get the homepage.
It looks the same as the other pages except for the small red
words that say edit. Clicking on these words will bring up the
edit window, which will allow you to make changes, additions and
deletions to the area selected. The same is true for all of the
other pages on the navigation bar.
The edit window contains a word processor that will be familiar
to you. In order to edit the text or images, you have only to
make changes, which you already know how to do. The edit program
saves the changes on the Internet and you and any other viewers
will see the changes immediately.
There is also a function to add new pages to the website if you
need them. For example, if you want a new page devoted to Corporate
Affiliates, you can create it with this function. If you decide
later that you don’t need it, you can delete it.
All
the pages, other than Home, About Us, Join, News, Contact Us and
Officers, may also be edited but do not use SoEdit. These pages
use a method of editing which will be self explanatory. The main
point is that the content can be updated and kept current by anyone
who is able to use a word processor.
Create
Page/Delete Page Allows you to add new pages to the site
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