Membership Tools Tasks

Membership Tools Tasks
 
Membership Tools and Tasks is accessed from the Membership Window and gives you access to various functions and tools in relation to your membership.
1

Create Mail Merge

1. Create Mail Merge
Select this menu item to create a Mail Merge (csv) file for use in Microsoft Word etc.
2

View Membership Grid

2. View Membership Grid
Select this menu item to view a Membership Grid enabling you to perform various tasks as well as manipulate views of your membership database.
 
 
3

Import Wizard

3. Import Wizard
To Import your membership database click this item.
 
Detailed instructions are available in the Import Wizard section.
4

Tools and Tasks

4. Tools and Tasks
Select this menu item to display the above submenu items.
5

Manage Members

5. Manage Members
Select this item to view the Manage Members submenu items relating to the currently viewed member.
6

Member Details

6. Member Details
Provides you with access to information concerning the displayed member.
 
The Member Details widow has detailed information.