Basic Actions on Accounts

Update Account Information on an Existing Account
To update information in a existing account 1. Go to the Dashboard and select the account that needs to be updated.    2. Search for the account (i...
Wed, 5 May, 2021 at 1:32 PM
Add & update a Member to an Existing Account
Add a new Member to an account  To add members to an existing account, go to the Dashboard. Select the Membership then Accounts:   Search for th...
Wed, 5 May, 2021 at 11:09 AM
Add a New Account
Accounts are the basic level of your club members.  In general an 'Account' represents a family unit and the "Members" on the accoun...
Fri, 7 May, 2021 at 10:06 AM
How to Add Account Notes
Add a Note to an account  To add notes to an account, go to the Dashboard. Select the Membership then Accounts:   Search for the account (in this e...
Thu, 6 May, 2021 at 8:47 AM
View, Add or Remove an Account Type
View & Add an Account Type  Account types are used to group the types of memberships you have: Go to the Dashboard. Select the Membership then A...
Thu, 6 May, 2021 at 2:18 PM
How to Switch to A Member Account
Go to the Dashboard  Select Membership >> Account  The third column on the left contains the word 'switch'. Click Switch and you will be p...
Fri, 7 May, 2021 at 10:12 AM
Add New Member Type
Member types are used to identify the roles members play:  Add a new type:
Sat, 30 Nov, 2019 at 9:31 AM
How to Close an Account & Closed Accounts
View Closed Accounts To view Closed Accounts go to the Dashboard >>  Membership  >> Accounts  To the right you will see the "show c...
Mon, 10 May, 2021 at 11:40 AM
Custom Fields
Adding the Custom Field to the Account.  Log into the Dash Board and go to Membership>> Accounts. On the lefthand side you will see a 'Settin...
Wed, 26 May, 2021 at 12:36 PM