Foundation User Manual
Contents
1. Commercial in Confidence 20 46 PCSchool Foundation User Manual Pledge for Individual Members Path Community Extended Community View Pledge Entry Single Pledge Once Programs are created individual members can be tied to the program via Pledge Entry 1 Community 2 Relationships 3 Activity 4 Notes a Scheduler 6 Create Activity Codes Pledge Entry Member BAAASO1 E J Sumame E aars Givennane Graham Code gt gt _ Mame Date gt gt Promise Given Balance Status 30 10 2007 SOO 00 0 00 500 00 Plan Code SPORTS E Add Single Pledge Add Multi Payment Plan Date 30 Oct 2007 El al Auto Create Payment Plan Amount 4 FO0 00 To add a single pledge to an individual member follow the steps below 1 Select a Member 2 Select a Plan Code 3 Select a date for the Payment _Enter the Amount S 4 Enter the Amount 5 Click Add Pledge The single Pledge will be created Commercial in Confidence 21 46 PCSchool Foundation User Manual Add a Multi Payment Plan Multi payment plans can be created also Al Extended Community View 0 x 1 Community 2 Relationships a Activity 4 Notes A Scheduler 6 Create Activity Codes Pledge Entry Member JBELLOS cum auto Create Payment Plan x lien Payment Freg Bi Monthly 4 Code Payment Start Date 30 Sep 2007 5 Date gt gt Promise Given Balan2. Delete Act Clear All F5 To add activities to a member follow the instructions below Select a Member Optional Select a Category to shorten the Code List 3 Select an Activity Code Enter a short description Enter a short description Tab off the line to save or click Save Commercial in Confidence 12 46 PCSchool Foundation User Manual Creating Notes Path Community Extended Community View Notes Use the Notes view to record information against a member s record 1 Community 2 Relationships 3 Activity 4 Notes Scheduler 6 Create Activity Codes T Pledge Entry Member JALLENOT A H Sumame Bene Display Order Gi Gen Date 2 Category i wenname sen E I EI Be 24 08 2007 GEN PCSCHOOL Keeping in touch Ai Maintain Code Files a Code Types Type ALUMNOTE l Description JAlumni Note Categories Comment I Comme Code Master File GEN GENERAL LATE Late Payment Clear All F5 To add notes follow the steps below 1 Selecta Member S O 2 You can select to view the Notes by date or category order o o o 3 The date will default can Edit O 4 Select the Category o O 5 _ Who will default to the person logged onto PCSchool Enter the Note information S O 6 Enter the Note information Tab off the line to Save or click Save Commercial in Confidence 13 46
3. Type a new list 2 Desktop W Email setup doc Use an existing list Ps MCEETYA001107 csv 9 Shortcut to Help Documents Use names and addresses From a file or a database My Documents amp ay Edit recipient list wo a My Computer File name New Source open My Network 3 Places Files of type Jal Data Sources odc mdb mde Cancel x Step30f6 9 etter ter o Previous Starting document Da Ca IL 43 lz Commercial in Confidence 32 46 PCSchool Foundation User Manual Step 3 2 This will initiate the window below Header Record Delimiters Data Fields must be separated From each other by character called Field delimiter Similarly data records must be separated by record delimiter Use the lists below bo select the appropriate delimiter ps Preview Member Titles Address Address 1 Town State Codes Menber Salutations Member Statuss Given Names eourmames otal Promised fe Total Paid he Last Receint Mos Avrs G Allen Box 3495 Auckland Select the comma as a Field Delimiter Select the as a Record Delimiter Click OK Step3 3 This will initiate the window below Mail Merge Recipients To sort the list click the appropriate column heading To narrow down the recipients displayed by a specific criteria such as by city click the arrow next bo the column heading Use the check boxes or b
4. PCSchool Foundation User Manual Foundation User Manual PCSc ool Commercial in Confidence 1 46 PCSchool Foundation User Manual Introduction Educational Institutions are seen as a centre piece of the community with relationships in every area being developed To assist the college in managing these relationships PCSchool has developed the foundation module The foundation module is designed to track and manage relationships through improved communications pledge tracking activity allocation and mail merge The Foundation Module can be used as a better communication tool a pledging utility or merged with your existing Alumni members It is up to you to decide how you wish to use Foundation Module The Foundation Module can be accessed via either e The Main Menu by selecting Foundation PCSchool Main Menu SUR GS pcSchoof ii Scholastic Ey Debtors Ci Foran e Or from any Module by clicking on the Foundation House Icon on the toolbar fA Extended Community PCS chool Ver 2005 H DRIVE PLAY 1 User PESCHOOL File Community GeneralLedger Utilities Other Modules Navigate Window Pele E nl LEE Foundation Icon Commercial in Confidence 2 46 PCSchool Foundation User Manual Table of Contents ROC OR A Cn ane Eee AANE 2 Se LOS ESS Re SR SSI ES D 4 Create New Maintenance Codes iii iiiissireessreeeerrenrses 4 grealng NOS UME S ee de ee de en ie 5 Convert Current FECO
5. Select the member s relationship to you Click Create Relationship o O 4 Click Create Relationship The Members will then be listed in the various windows fai Extended Community View ojx 1 Community Relationships 3 Activity 4 Notes 5 Scheduler E Create Activity Codes T Pledge Entry Member JALLENOI si Status Alumni lt Undefineds Sumrame allen Class of 0 Given Name Gwen Phones Horne 03 496 204 Mobile jos f 495 394 Parents A Allen Brent Sister Reg n O Class of 0 Anglesey Rong Ling Friend Allen John Wie Reg O Class of 0 Anderson Robert Friend Add Parent Children Contacts Allen Lydia Aston Kandice Contactor Allen Kate fr 12 House DONEGAL CE A Contact Person assigned by the school to act as a facilitator or contact for this member Add Child Add Contact Commercial in Confidence 10 46 PCSchool Foundation User Manual Working with Relationships Once a Relationship has been created you can highlight a member s name and the following options will be displayed e Add another relationship e Remove existing relationship e Edit relationship description e Show selected relationship Selecting Show will bring up the highlighted members details instead of the currently selected member To bring the previous member back select them from the appropriate Add box and select Sho
6. PCSchool Foundation User Manual Scheduled Events and Alerts Path Community Extended Community View Scheduler The Scheduler is used to keep a record of future events If an event is tagged with an Alert you can run the process Show Current Alerts to receive a list of upcoming events You do not need a Member selected to view the Alerts Adding Scheduled Events You can add scheduled events if Alert is ticked and a date entered you can view the events alert and receive the alert couple of days in advance Al Extended Community iew 1 Community 2 Relationships 3 Activity 4 Notes Scheduler E Create Activity Codes T Pledge Entry Member LLEN E s Show Current Alerts Surname Jallen Givenname Gwen Testing 27 08 2007 Anniversary g 27708 2007 Testing g g 30 11 2007 Smas get together Oo WM 8 8 12041200 C 28 09 2007 Fete oO LE Comment Clear Sch 9 Save Sch F2 XDelete Sch Clear l Fs To add scheduled events follow the steps below 1 Select a Member M ee ERECT must also be entered in Next Alert ____3 Enter your description for the Event ___4 If this is Event is an anniversary tick the Anniversary box S 5 Optional if you want receive an Alert prior to the Event Tick the Alert box You have the option of selecting the Time Periods between Alerts select either e Days enter the number of Days between Alerts e Months enter the number of Months be
7. M Apply combo extension To create a document for sending to word follow the steps below _1 Double click to add Available Fields gt Z oOo O 2 Click Select All if you want to have all Available Fields o o Z o __3 Double click to remove Selected Fields _ O O Z o Z o 4 Click Deselect All to remove all Selected Fields o o o o o oS 5 Double click to remove Plan Codes O 6 Click Refresh Table to bring in all Plan Codes Click on the selection box and save the file where you will be able to find it Optional Select the dates From and To Tick if this is to be created for the Directors Main Member only 10 Click Create to begin creating the document Commercial in Confidence 29 46 PCSchool Foundation User Manual Find the file you created and make sure the information is there Wj AlumMerg doc Microsolt Word TRIER A Sa ot AC File Edit View Insert Format Tools Table Window Help Type a question tor help 9 amp A 5 5 8 oe Be I 75 Normal Times New Roman 12 B Z U Se Oe G g go dede aa Aa ge Lee 6e 117 1181 19 Au LMeniber Titles Address Address 1 Town State Codes hlermber Salutations e Werber Statuss gwern Names lt Sumames Total Promised re Total Faid s Last Receipt No lvirs G Allen Box 3495 Auckland Central HA 1001 Mrs G Allen Gwer Allen 700 Sivir BI amp Mrs RF Aller 359 Horsham Downs Road RD Fet
8. 1000 00 REMINDER Send Pledge reminders 0 00 TARGET Target amount to be raised by this date 1000000 Delete Selected Plan To enter milestones follow the steps below Enter a Date for the Milestone e Select the Category appertaining to this Milestone e Enter your description e Enter the estimated Target e Target Calculates the Target Amounts Commercial in Confidence 17 46 PCSchool Foundation User Manual Pledging Details Volume Allocation The Pledge Details view allows you to create and manage Pledging Groups you can select Affiliates from the Associate Relationships to add to the Group and create Payment Plans for the Group Step 1 Create the Giving Plan Al Foundation Pledge Yiew Program Control File Pledge Details IC x Girving Ei _ New Flan Code TESTING 2 N Chris Testing this Module Fromised Total 00 00 Director LLENO FA 6 Given Total 0 00 Group Mame Jallen Family and Friends 4 mercies To Dale a00 Comment 5 Save Clear Delete Pledqe Members Affiliates Giving Plan Member gt gt Date joined gt gt Status ALLE NOT 24 08 2007 24 08 2007 50 00 0 00 50 00 ALLENOZ A 24 09 2007 50 00 0 00 50 00 ALLENOS A 24 10 2007 50 00 0 00 60 00 ANDERSON A A 24 11 2007 50 00 0 00 50 00 ANGLED 24 12 2007 50 00 0 00 50 00 BELLO 2470872007 A 24 01 2008 50 00 0 00 50 00 24 02 2008 50 00 0 00 60 00 Select affiliates from def
9. Def Bank ji a AutoLoad Desc Foundation Receipting ie Finalized Ho 542278 Total 100 00 Un poied DEN uma 0 00 School Working Account 14 Reco Date gt gt Famkey gt gt From whom Purpose of Payment Amount Unapp Sub Joumal Click New Receipt to Create System Line Do not use 0 00 0 00 0 00 0 00 1 Sep 10 2007 Gwen Allen Foundation Receipting 100 00 100 00 0 00 0 00 Receipt No ie Auto Manual Delete Receipt 3 APPLY TO Sundry 4 Holding Home Stay Dep 5 Ledger 6 Debtors T Voluntary 8 Foundation 4 gt Member LLENDI mal allen Gwen Yet to Apply 0 24 05 2007 OVERSEAS 24 03 2007 200 0 TESTING 24 09 2007 50 50 TESTING 24 10 2007 50 i DE TESTING 2411 2007 50 0 New Printer TESTING 24 12 2007 50 0 Eee TESTING 24 01 2008 50 0 Create Pledge e E Ace Finalise Batch false Fateh Clear Batch Validate Batch CF Exit view Finalise the Receipt Batch as per the Instruction in the Debtors View help files Commercial in Confidence 45 46 PCSchool Foundation User Manual Reports Reports can be created for the various areas of the Foundation Filters are available within each tab to assist in printing only the information required You will need to go through the reports to find those best suited to your situation Ai Community Report Views Alarm Listing in Alpha Order LA Soy eue ie LAP QE Seat i eps aiea anm
10. Group Tag By Activity Tag Alumni e Allocation is used for working with the created groups in e Mail Merge e Schedules and Alerts e Notes e Activities e Exporting Emerge Commercial in Confidence 23 46 PCSchool Foundation User Manual Creating a Group Groups must be created before allocating Activities Selection Criteria You can select members by using various filters A Group Processing fe es Criteria Allo catio nmam Selection Criteria Giving History Group Tag By Activity Tag Alumni Merge Create Shedules Alerts Create Notes Create Activity Export Select records based on the following criteria Order Records B Member Code From E A To a Sena oe 6 Member Code Enrolled From EJ To d Enrolment Date Departed From E A To a Departure Date Status al Fi C Class of Class of ron M Show Newsletter Recipients only M Ignore deceased E I Ignore Dead Letter Select by any or all of the following 1 Member Code Select all the members within a Code range _ lt 2 Enrolled Select all the members who Enrolled within a Date range 3 Departed Select all the members who Departed within a Date range 4 Status Select all the members with a selected Status Code range 5 Classof Select all the members who belong to a Class of Enter Year 6 Order Records B Check the appropriate radio box for the output
11. IS nie emnie eeaeee ere D esse 5 Creating New Members iisiiiisssieeesssereeseeeneerreennes 7 Foundation Activity COCGS cccccccccsseceeeeeeeeeeeeeeeseeceeseeeeeseeeeeeseeeseeaeeeeeseaeeesseeeeseeeesseeeeesaeeeeeas 8 Adding Relationship Members sivatebenencauineawcnswemaneceantnaudslcseasescansaucaceseaus 9 Create RelationSnips cccccccsccccssececceeceeeeeeceeceeeeseeeeeeseeseeeseeeessaeceeseaeeeseaseesseeeessaeeeesaeeeesaass 9 Working with Relationships ccccccssccsseecsseecseeeeeeeseeeeeeeseeeseeessueeseeesueesueesueesueeseueeeeeeseneeaes 11 Allocating an Activity to a MeMDE nes moe aa i 12 Adding Scheduled Events noie 14 Showing Scheduled Events sise 15 Creating a Program Plan and Pledge nssnnnnsnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn nnmnnn nnan 16 Create the PO ann teen sean ee en de ee ete 16 Adding the Program Plan Details cccccscccceeccceeeeceseeeceeeecececeueeeseecessueessueeeseeeeseneesseeeess 17 Pledging Details Volume Allocation 18 D otc ee soe eee es ete serene eons eweeeeneeentee 18 8 ane ee ee EE EE NAE 19 SO PR RE PEER RE NE 20 amle PIRE D nn OR a one 21 Add a Multi Payment PRES sea deneeeeeeuueeaetencaueeeneneasecnes 22 ER 0 LU FIOCCO SINO Pere eee ne 23 AUG OO r e ee E E E E EEES 24 Selection GMINA accncnccssissianchiauicinamcnesesbes acme cieateaauiscitelvsuaud Enae EAEEren EAEan 24 CM SO E S sceenenes joueicaeaceuemeeeasse
12. Selection Click to create the group you will be asked to Untag All first within this process answer yes to continue Commercial in Confidence 25 46 PCSchool Foundation User Manual Group Tag Within this View you can create groups by Giving Plan Pledge Group or Activity iA Group Processing Select one of the options below for creating a Group e Giving Plan Created in Pledging Program Control Files e Pledge Group Created in Pledging Pledge Details e Activity Created in Extended Community View Create Activity Codes a UnTag All ie the option is selected click UnTag All to remove any tags already in Begin Tagging Click to create the new group Commercial in Confidence 26 46 PCSchool Foundation User Manual By Activity Groups can also be created by Activities that have already been allocated to them fA Group Processing Me x Criteria Allocation Selection Criteria Giving History Group Tag By Activity Tag Alumni Merge Create Shedules Alerts Create Notes Create Activity Export Category MAILINGS Base selection on below Ignore this criteria if none ticked Tag if one of Available Activities Tasting PF Student TC Care Giver I Teacher Alumni Do Not Tag if one of T Student TC Care Giver Teacher l Alumni PF Foundation To create a list from Activities use the information below Select a Category Highlight an Activ
13. ce Status 30 09 2007 100 00 noo 100 00 Payment maunt 6 100 00 3011 2007 100 00 000 100 00 TotaltoPay 7 10000 30 01 2008 Boo 000 100 00 30 03 2008 100 00 000 100 00 30 05 2008 100 00 000 100 00 Close 30 07 2008 100 00 0 00 10000 Flan Code SPORTS ri H Add Single Pledge Add Multi Payment Plan Date Auto Create Payment Plan 3 Amount 0 00 Add Pledge To add a multi payment plan to an individual member follow the steps below 1 Selecta Member o O _2 Select the Plan Code S O 3 Click to create o O 4 Select the Payment frequency O 5 Select the start date O 6 Enter the Amount for each payment O 9 Lists the payments and dates O Commercial in Confidence 22 46 PCSchool Foundation User Manual Group Processing Path Community Group Processing Inc Mail Merge Group Processing allows group allocation to tagged members with various Foundation attributes Within this view you can create groups by tagging via selected Criteria Once the groups are created you can create by groups a Mail Merge document for Word send Emails Allocate Activities Schedule Alerts and add Notes This view is divided into two sections Criteria and Allocation Each section has various options to define the allocation required e Criteria is used for creating Groups of Members you can use any of the following methods e Selection Criteria Giving History
14. ctivity follow the steps below Tick if you will not be working with this group again Click Begin Commercial in Confidence 38 46 PCSchool Foundation User Manual Export Providing email addresses are entered you can use emails for keeping in touch with your tagged Members The Member is the common link with the emerge Follow the 7 Steps to crate emails Step 1 Ai Group Processing Alumni Email LA To export the tagged members to and email document follow the steps below Click Update Pledge Plans with Member Select the Output Type of Email Click Export to Emerge Commercial in Confidence 39 46 PCSchool Foundation User Manual Step 2 A eMerge IO x 4 New Document a Save Le Gb Open M Template Mode EE Ansett Queries Output S HE Ba cu E 44 Global Fields BZU a E Sli s al Data Fields ia Template Fields i Documents Message Area NUM 1070972007 09 03 AM Fill Fields Repopulate CF Exit Follow the steps below to start creating the document e Go to the Insert tab e Click inside the Message Area and the place where the first line of the message is to start Click on Insert Field Commercial in Confidence 40 46 PCSchool Foundation User Manual When selecting the main file for emerge you need to know what information you are trying to send If it just a letter then File 60 Alumni Past Pupil will give you the addr
15. dation module creates an identity record for all Foundation members To use your existing Alumni records for creating Foundation members you will need to generate the identity records assuming you have Alumni records to start with If you are not using your Alumni records the Foundation module will create a new identity record when you create a new member Convert Current Records Path Community Identity Utilities Extended Community Yew Group Processing inc Mail Merge Fledging Identity Receipt Entry Reports faliaenity Management lox Code OoOo O M Membert Eo Details Security Utilis Bring Staff into Identity P This will create Identity records r based on your Alumni File Bring Family into Identity Do vou wish to proceed e Bring Alum into Identity Bring Creditors into Identity Identity Cross Reference Scan Ci Name Search z Clear cave Save and Retain Commercial in Confidence 5 46 PCSchool Foundation User Manual Once you have brought a group in or transferred Students from the Scholastic Module you can check to make sure the code is Unique to avoid Duplication B F l A Identity Management Management Identity Cross Reference p x WILSON CHA sa Code WILSON CHA J l 7494 gt Member 7494 Surname ilson Given arlette cl Details Security Utilities a Home Ph 03 455 0300 Bus Ph pa elete Bring Student
16. dle Oh El C all Known az Chris Status Alumni ae Birth Date 257047 345 Family Code Gender F Foundation BRONZE PS Update al General Contact Details Business Details iA Maintain Code Files A Maintain Code Files Code Types Code Types Type FOUN OS TAT By Depar Type ALUMS TAT i ee le Description Foundation tat Description Alumni Member Categorisation i x Comment Ea Reg Past Pup Code Master File M Friend Code Master File Present BRONZE D Director FI Past Sta penne f rend To enter a new Foundation member manually the following steps are required e Click the Clear All button to clear the screen of any existing foundation member s record Enter a unique code for the new member in the Code field PCSchool recommends Surname space then the First Initial Enter relevant information for the new member and save the member s record by clicking the Save button at the bottom of the screen Commercial in Confidence 7 46 PCSchool Foundation User Manual Foundation Activity Codes In order to track the activities of Foundation members you need to set up the activity codes Activity Codes are grouped into categories once established they should not be changed as relating records may exist Path Community Extended Community View Create Activity Codes PCSchool provides seven different categories for you
17. e ile Type word for windows BOE Conn ba exter ENT Commercial in Confidence 46 46
18. ed Community PCSchool Yer fe Community General Ledger 1070972007 13 16 52 1009 2007 13 16 50 1009 2007 13 16 47 1070972007 13 16 39 3170872007 14 30 44 3170872007 14 30 35 3170872007 14 30 25 3170872007 14 30 16 3170872007 14 23 03 3170872007 14 22 45 3170872007 14 22 37 3170872007 14 22 25 Output destination Print to window Export to File D Print to Printer Testing Testing Testing Testing Testing Test Test Test Test Test Test Test Test Export to Mail Commercial in Confidence Other Modules Navigate Window Help VOF Quen Generator Backup eMerge Email ioj x Global Change Identity code Maintenance View Report Alias Settings Report Alias Listings System File Maintenance Data Import E sport Filter ar Email Logs r Date From E Dake To E 16 yw 18 CESSE CESSE CRES Error 17 Eror 17 Details Error 17 Unable to Connect Error 18 Connected but Error 17 server sent back bad response Recipient s Error 17 support pcschool net se supportpcschool net Error 17 Error 17 Error 17 Fa Report Style Audit Log Report Alias JAUDITLOG RPT Last Email Status Clear Session Log ee e 44 46 Export Fle Ssethngs Hle Hame Eustist doc a le Type word for Windows i Appli comba entension PCSchool Foundation User Manual Receipting in the Foundation Module In order to receipt to the foundation a p
19. els Online Collaboration gt e Directory Macro Show Mail Merge Toolbar Send letters to a group of people Templates and Add Ins Envelopes and Labels You can personalize the letter that each person receives ED COLIN AIS IS EPA PAPAS Ce HE Tg mm 22 AutoCorrect Options Letter Wizard Click Next to continue Customize Options x Step 1 of6 z o eae o o a gt Draw g AutoShapes a IO EI es 0AA A A RRM ap Page 1 Sec 1 1 1 At 2cm ini Coll REC TRK EXT OVR English 4us Caf 7 Commercial in Confidence 31 46 PCSchool Foundation User Manual Step 2 a Mail Merge Za Select starting document How do you want to set up your letters Start from a template Start from existing document Use the current document Start from the document shown here and use the Mail Merge wizard to add recipient information z Step 2 of 6 tOr Previous Select document type Step 3 1 nh Document3 Microsoft Word 10 x Fie Edit View Insert Format Tools Table Window Help word merge X D amp id AA AT DT 9 0 BARR ef A 100 EEE A4 Normal Arial a11 Se u El SESE O v A D e Select Data Source 2 po i Mail Merge x Look in 2 Desktop yl Q X wy Tools z E My Documents ipi Select recipients p My Computer Z 2 My Network Places Use an existing lst 5 gt Spider Select from Outlook contacts Lf Unused a p
20. ess details if you are looking to include other information you may need to search the files from 301 to 310 You must have a Member or Student in the list for recognition Step 3 leMere 0 x New Document Save Op eats Made BE L insert Queries Output hi 4 BB oOo om Elg P a M Specify Value Select a field to seed or click OF OF Cancel Insert Field to accept the default NUM 10 09 2007 09 07 AM Fill Fields Repopulate CF Ext To view the available fields follow the steps below Select the appropriate file Click on the to expand the information Commercial in Confidence 41 46 PCSchool Foundation User Manual Step 4 iol x 4 New Document Save Ce Open a emplatel Made File Insert Queries Output Select File Field xl E Global Fields Select File Alumni Past Pupils a 1 X x ae i Data Fields Template Fields k LE LL Ue DEl i i Documents STUDENT SURNAME GIVENNAME MIDDLE HAME RAOWNAS SEX FAMILYCODE MAILING TITLE le r T Specify Value Select a field to seed or click OF to accept the default ox Cancel Insert Field Ready NUK 1070372007 09 1 At Fill Fields Repopulate CF Est You must select each field then re click the space to enter the next line e Highlight a field and click OK to place in the message In the Message area go the next place where you want informat
21. f any information is incorrect use the Previous button to rectify e Recipients can be removed from the Merge document e When finished click OK Step 6 You can print or edit the letters in this window a Mail LL ae omplete the merge Mail Merge is ready to produce your letters To personalize your letters click Edit Individual Letters This will open a new document with your merged letters To make changes to all the letters switch back to the original document iy Print L Edit individual letters Step 6 of 6 orle Previous Preview your letters For further information on Word Mail Merge please read Word Help The above Word Merge Help was created from reading Word Help Commercial in Confidence 35 46 PCSchool Foundation User Manual Create Schedules and Alerts This duplicates the features of the Schedules and Alerts in the Extended Community View except this view will add the Alert by volume to tagged members Al Group Processing lel x Criteria Allocation Selection Criteria Giving History Group Tag By Activity Tag Alumni Merge Create Shedules Hlerts Create Notes Create Activity Export Date 3 09 2007 fe a Alert Options Anniversary 3 Days Months ears M Alert 4 5 Aleit Every 2 Hi Next Alert Date 3 09 2007 6 E Comment 9 Begin To create Schedules and Alerts follow the steps below Select the Date for the Event _Select the Date
22. for the Event ____2 Enter a short description of the Event o Z oS O __3 _ If this is an Anniversary check the appropriate box _ o Z oZ o oS y O 4 If this is an Alert Check the Box to activate the Alert Options o o o lt __5 Optional if the alert is to be repeated enter the Time Period o o o lt Entering the date of the Event will trigger as Alert prior to this date Optional Freeform area for your comment 8 Tick if you will not be working with the same group 9 Click Begin to start the process Commercial in Confidence 36 46 PCSchool Foundation User Manual Create Notes This duplicates the features of Create Notes in the Extended Community View except this view will add the Note by volume to the tagged members Ml Group Processing 30 08 2007 a Late Payment T a as To add a note follow the steps below Select a Date Select a Category Enter a Description Optional Enter a comment Check if you will not be working the same Members Click Begin Commercial in Confidence 37 46 PCSchool Foundation User Manual Create Activity This duplicates the features of the Activity tab in the Extended Community View except this view will add the Activity by volume to tagged members Ai Group Processing MAILINGS Chris Testing the field Oooo O 30708 2007 4 ewa 5 al To add an a
23. g on the Foundation Module icon before the new Code Types can be used ALUMREL Relationship Description ALUMSTAT Used to identify categories in Alumni Al Maintain Code Files Biri sd Al Maintain Code Files aloj x Code Types Code Types Type BLUMREL Type ALUMSTAT Description Relationship Description Description alumni Member Categorisation Comment Comment I l Code Master File M Code Master File BR Brother Director Contact Contact F Friend DA Daughter G General DAD Father i DG Daughter Emplee Employee Empler Employer xl x FOUNDSTAT Used to indicate level of gifting ALUMNOTE Note categories l A Maintain Code Files lo x T Maintain Code Files al x p Code Types Code Types Type FOUNDSTAT E Te BLUMNOTE Description Foundation Status Description alumni Note Categories Comment Comment fa z m Code Master File Code Master File BRONZ BRONZE GEN GENERAL GOLD GOLD LATE Late Payment PLAT PLATINUM SILVER SILVER al zi Al Maintain Code Files BE Code Types Type BLUMHIST Description Alumni History Codes Comment Code Master File BB Basketball DR Doctor LAW Lawyer NB Netball PREF Prefect AL Rugby League RU Rugby Union x Commercial in Confidence 4 46 PCSchool Foundation User Manual Creating Identities The Foun
24. has been made you can allocate activities to the tagged members You may wish to create a Word Merge document containing members details and information Schedule an alert and apply it to all members of a foundation plan Create a note to attach to tagged members Create an activity to be applied to all tagged members Export the tagged members to Emerge for emailing to those with email addresses Merge The Merge view can be used with Word to create your mail merge documents Al Group Processing Dj x Criteria Allocation Selection Criteria Giving History Group Tag By Acctryity Tag Alumni Merge Create Shedules Alerts Create Notes Create Activity Export Available Fields Selected Fields Plan Codes To Display Member Title Member Title Overseas Excursion Fundraiser Address Address New Sports Centre Member Salutation Member Salutation Chris Testing this Module Member Status Member Status gt Given Name Given Mame El gt Sumame Sumame Total Promised Total Promised Total Paid Total Paid gt Last Receipt No Last Receipt No Flan Heading T able Associates Ci mm Te Le Von Select all 2 Deselect All 4 Refresh Table 6 Restrict Totals to Pledge Date From Create 10 Blank for All 8 Fledge Date To 7 Exit View Base Totals on Directors Only M 9 Export File Settings File Marne alumi erg doc ir m File Type ord for Windows
25. herhill 2021 ufr BI amp Mrs RF Allen Brent Allen 500 lvlrs KD Anglesey 59 Tirohanga Road RD Hanakura 3092 Mrs ED Anglesey Rong Ling Anglesey 1000 Dr V amp Dr F Arora PO Box 409 Edmonton HA 1008 Dy Y amp Dr F Arora Victor Arora SMr J Alen PO Box 4939 Allenstown QLD 4700 Mr J Allen John Alen 1500 Commercial in Confidence 30 46 PCSchool Foundation User Manual Word Merge lt is not the intention of PCSchool to give instructions on any Program other than PCSchool the following information is an brief overview only of how to complete the Merge For further information refer to Word Help Open a New Word document Path Word Tools Letters and Mailing Mail Merge Word has 6 steps for the merge with various selections The selections here are to create a simple document Step 1 Document3 Microsoft Word 0 x File Edit View Insert Format Table Window Help word merge SX D EH a Alg 7 Speling and Grammar F7 2 EN z E omy Qi q 100 z Ja Bead A Normal Arial el Research Alt Click t gi z ab _ A B 7 Language gt fe EE 9110 tegit 112 113 114 115 116 17 Mail Merge x word Count _ jai SEENEN H ji A AutoSummarize Qo cal Speech Select document type What t fd t Shared Workspace ONE St Ac E Track Changes Ctrl Shift E Letters Compare and Merge Documents O E mail messages Protect Document Envelopes Lab
26. ined relations Auto Create Payment Plan Delete Payment Plan To create a giving plan follow the steps below 1 Click new to create a new Pledge or select an existing Pledge 2 Select the Plan this group will be pledging to 3 The Director will default from the Main Member selected 4 Optional enter a Name for the Group Optional freeform for entering your comments Provides a running total for this Pledge Plan Commercial in Confidence 18 46 PCSchool Foundation User Manual Step 2 Add the main Member and any Associates Bie x Program Control File Pledge Details Givingtt 4 3 Hew Plan Code TESTING x Chris Testing this Module Promized Total 00 00 Director JALLENOT Given T otal 0 00 ee Related Member List Selected Members Allen Brent Sister p Alen John Sister Anglesey Rong Ling Friend Allen Brent Sister Allen John wife z Anderson Robert Sister Save Anderson Robert Friend Anglesey Rong Ling Sister i Bell Gary Sister Pledge Members Affiliates L Date joined gt gt Status BALLE NO 24 08 2007 ALLEN A ALLENOS A ANDERSON A A ANGLED BELLO2 6 24 08 2007 Select affiliates from defined relations E 5 C To add members follow the steps below 1 Select the Main Member who will become the Director 2 Click to open the Affiliates window 3 Double click to Add Affiliates 4 This i
27. ion Go back to Insert Field and select another field for entry Continue writing your email and entering the appropriate fields Step 5 fi eMerge 0 x 1 New Document Le Save Geb Open MF Template Mode File a mpl o B Z U e MS Sans Serf f Iml SF eT E a TALUMNIMAILINGTITLE ALUMNILADDRESS1 LALUMNILTOWNE ALUMNI POSTCODE Insert Queries Output FI ci Global Fields ie i Data Fields bre Template Fields bee Documents Dear ALUMNEGIYENNAMET Enter your message here entering fields as needed for bringing in information BestWishes Chrig Insert Field neet Field NUM 1070972007 03 35 AM Fill Fields Repopulate CF Exit Commercial in Confidence 42 46 PCSchool Foundation User Manual Step 6 A eMerge O x CI New Document la Save gt Open MF Template Mode File ALLENOZ__ 2007091 0137 rt Insert Queries Output ih E KT Cu lt IE Export as HTML Select Printer J U E Sans Senf ai 10 Eh B x i FE Mir J Allen FO Box 4939 Allenstown Output ve 400 5 EE Dear John i ATF Email Enter your message here entering fields as needed for bringing in information Directory for file output Best Wishes Chris Email Subject Attach File Alumni Export 4 5 LLLELLLLLLI NUM 10 09 2007 09 51 AM Fill Fields Repopulate CF Est To create the emails fo
28. ity e Click the Arrow buttons to add or remove the highlighted activity e Use the radio buttons to further filter the members for tagging e Click Begin Tagging you will be asked to untag all before starting answer yes Commercial in Confidence 27 46 PCSchool Foundation User Manual Tag Alumni Within this view you can tag individual members who may or may not be connected in other ways Criteria llocation Selection Criteria Giving History Group Tag By Activity Tag Alumni Merge Create Shedules Alerts Create Notes Create Activity Export Ta ALLENO1 Mre G Allen 0 ALLENOZ Mrd Allen 0 ALLENOZ Mir BJ amp Mrs AP Allen ANDERSON A 0 ANGLEOT Mrs ED Anglesey T ARORA A 0 ARORAC Gr amp Or P Arora ASTONDI Mrs F C Aston 0 BAAASO1 Mr F amp Mre G Baars T BAEO Mr Tony Ahn BAr Mr GD amp Mrs JE Bayly BEAVED Mrs D M Beaver BELLH L Miss Hariette Bell 01 02 2003 03 12 2004 2004 BELLO Mr G amp Mrs AJ Bell BELLOS br F amp G Bellamy 0 BENNEUS Mr F amp Mrs K Bennett T BILBO Mr 5 amp Mrs A Bilby 0 BILBY 01 Mr PE amp Mrs FM Bilby 0 BIRDOZ Dr B M amp Mrs Bird 0 Tagging individual members Tag Members to be included in the Group Commercial in Confidence Tag All Click Untag All prior to starting to clear any previous tags 28 46 PCSchool Foundation User Manual Allocating information to Tagged Members Once the selection of members
29. ledge must exist within the foundation To create a receipt for the pledged amount follow the instruction in the PCSchool Help Files under Debtor View The only variation to these instructions is entering the Foundation pledge receipt details in the foundation tab page Al Receipt Entry O x Batch Mo 13 Date Mon Sep 10 2007 Pd A May 005 Def Bank fi Autoload Desc Foundation Receipting D Finalised Ho 612278 Total 0 00 Un ppled 0 00 Journals 0 00 School Working Account M Gene Reise mie fronts MResoreen Ven Men fes ermal aE gm 10 2007 Gwen Allen Foundation vi 0 00 0 00 0 00 3 APPLY TO Sundry 4 Holding Home Stay Dep 5 Ledger Debtors T 2 a Foundation aje New Receipt Amount By From Bank Towns Card number Ref Desc Receipt No School Working Ac 100 00 CHI Guen Allen f Auto C Manual Delete Receipt Repnnt Mew Printer Printing Options mi Save Deposit Sub Deposit Clear Deposit Delete Deposit Auto Apple Debtors 6 No Receipt Finalise Batch Urtinelice Batch Clear Batch Validate Batch CF Exit View Once the batch and receipt details have been entered select the Foundation tab Select the members code to which the receipt applies enter the amount received and check the Apply box to complete the receipt entry A Receipt Entry O x Batch Ho 13 Date Mon Sep 10 a007 Fd 5 May 2005
30. llow the steps below 1 Leave the Tick in Automatic Select printer This will allow all emails to be sent and will print a copy for any member who has no email entered 3 Enter a Subject for the Emails 4 Click Bulk output to populate the fields and send the emails The email will be filled in for each member and any members without emails will be printed for posting Commercial in Confidence 43 46 PCSchool Foundation User Manual Once the emails have been sent you will receive a list of successful emails and an Email Log can be viewed or printed Step 7 Al Extended Community PCSchool Ver 2005 H DRIVE PLAY 1 User PCSCHOGE ME File Community GeneralLedger Utilities Other Modules Navigate Window Help CHASSER nc sx From Recipient Subject Status Date Time Unable to Connect Error support pcschool net 18 Connected support pcschool net Gappor ocachool act Testing eo 10 09 2007 back bad response Unable to Connect Error support pcschool net 18 Connected SEDER BE cachOgrnet support pcschool net but server sent eee back bad response support pcschool net support pcschool net support peschool net Success 10 09 2007 support pcschool net ir eee Success 10 09 2007 support pcschool net support pcschool net NN ON SUCCESS 10 09 2007 i Email To support peschool net Email i Subject Exit i Path Utilities Email Log The email log can be viewed or orinted i Extend
31. nes 25 OU T e A E E E A aes eee ee 26 AC aaa E E E E E 27 OAI ed E thunder asec anquasndades 28 Allocating information to Tagged Members n nannnnnnnnnnnennnennnnnnnnnnnerrnrnnnnnnnrrennnesnnnnnnennrenerennnne 29 MACRO a ee a te a ne A A co E 29 WY OFO MOGE de an dan ds eue le dt eat en et de ee ro 31 Create Schedules and Alerts ss 36 CE NO a ee ee eee eee eee eee eee 37 CSC E oe case cetncca uecodeneee ee enseuenees 38 EXO E wneweie tan aceanctsesaeaneeteuseen 39 Receipting in the Foundation Module ssnermnenrenmerennenemneerenerees 45 Commercial in Confidence 3 46 PCSchool Prerequisites Foundation User Manual Several Areas need to be set up prior to entering information into the Foundation Module When creating new codes once established they should not be deleted You can add to the codes needed e Adding new Codes through Maintenance View e Create Identities e Set up of Foundation Activity Codes Create New Maintenance Codes Path Utilities Maintenance View The Maintenance File is used throughout PCSchool to define code types and descriptions In Foundation the Maintenance File is used to manage the codes assigned to each view Do not delete any files that are already entered as they may be used by other Areas of PCSchool To add a new Code scroll to the bottom line tab to the next line enter your unique Code and a description Tab off the line to save it You must refresh the view by clickin
32. nued support i Electronic postage More items when you have finished writing your letter click Next Then you can preview and personalize each recipient s letter Given_Names the amount of Total_Promised_ is due on the 14 09 Ve look forward to receiving this payment Ei With best regards Match Fields rse Cancel Chris Simpson Step 4 of 6 amp Previous Select recipients e Once the letter is complete click Next Commercial in Confidence 34 46 PCSchool Foundation User Manual Step 5 The details will be filled in as per your selection One of the merged letters is previewed here To preview another letter click one of the Following John Allen PO Box 4939 Allenstown QLD 4700 a Recipient 5 ap Find a recipient You can also change your recipient list Edit recipient list Exclude this recipient Dear John Allen Due to the continued support of our Foundation Members the extension to the Art Room is almost complete We wish to thank you for your continued support When you have Finished previewing your letters click Next Then you can print the merged letters or edit individual letters to John the amount of 1500 is due on the 14 09 2007 add personal comments We look forward to receiving this payment With best regards Chris Simpson Step 5 of 6 Previous Write your letter A This is a preview of the letter i
33. order Check Boxes You can select to view or not view various information Commercial in Confidence 24 46 PCSchool Foundation User Manual Giving History You can select which Pledge Plans you wish to tag members for You also have several optional filters for further defining your selection criteria Group Processing Criteria Allocation Selection Criteria Giving History Group Tag By Activity Tag Alumni Merge Create Shedules Alerts Create Notes Create Activity Expart Consolidate by Overseas Excursion Fundr Giving Plan New Sports Centre Pledge Date From Eo EJ Chris Testing this Module El Date Joined From E g Date Faid From p Promise Total Fron 0 00 Te oO oo PF Tag if not fully paid Given Total 6 a To 0 00 fv Tag mol Only UnT ag All Select one Pledge Plan or several all other filters are optional 1 Pledge Plans Double Click to remove Refresh Table to start again 2 Pledge Date Select members who Pledged within a date range 7 3 Date Joined Select members who Joined within a date range 4 Date Paid Select members who Paid within a date range 7 _5 Promised Total Select members who Promised a value within a range 6 Given Totals Select members who have Given a value within a range Consolidate B Select to Consolidate by the Giving Plans or by Member Codes 8 Radio Boxes Tag as required Tag Based on
34. ps 3 Activity 4 Notes 5 Scheduler 6 Create Activity Codes T Pledge Entry Status Alumni lt Undefineds Surname llen Select a Member Class of 0 ee res aus 496 204 Mobile fost 435 334 Parents Associates p Allen Brent Sister Fleg r 0 Class of 0 Anglesey Rong Ling Friend 2 Allen John Wife Reg rr O Class of 0 Anderson Robert Friend Children Allen Lydia Click one of the Add n Kandice i Allen Kate rr 12 House buttons Contactor Follow the steps below to start assigning relationships Select a Foundation Member to work with Click the Corresponding Add button to select a member Commercial in Confidence 9 46 PCSchool Foundation User Manual When selecting a member to add they must be available in the database A Extended Community View _ o gt 1 Community Relationships 3 Activity 4 Notes 5 Scheduler 6 Create Activity Codes T Pledge Entry Member ALLENO a tatu Alumni lt Undefined so fale Select a Associate Member Given Hame Bw r 495 394 Relationship Parents ALLENO1 fier 1 x kernber BARON E Baars Add F Children z Allen Lydia i Alen Kate frr 12 House DONEGAL CI amp Add Child Add Contact Follow the steps below when adding other members to the main member 1 Select your relationship to the person 2 Select the member from the drop down list
35. s into Identity Mobile Email Identity Match Up Select to Re Assign Address Bring Staff into Identity 7494 ALUM WILSON CH Charette Wilson 04 349 4953 90 Hooker Re assign Spee alpen 7494 STUD WILSON CH Charlette Wilson Bom 20 01 1991 Ph 04 J Bring Alumni into Identity Bring Creditors into Identity ipte Duplicates Re number if required Select and alter Nene os sen QJ _ReNumber_ Test On Sumame Given M Home Phone M Q Name Search S Code M Output destination Export File Settings Street Address T File Name IdentityScan tet al EMail Clear Act Ws p Print to Window Export to File Import pt Scan Cancel Check for Duplicate codes Click on Identity Cross Reference The members brought in will display in the top grid the must be unique to the member Duplicate codes will be listed in the bottom grid Change the Code of the new member to a new code Commercial in Confidence 6 46 PCSchool Foundation User Manual Creating New Members Path Community Extended Community View Community The Community view allows you to work with individual members of the foundation A Extended Community View OI x 1 Community 2 Relationships 3 Activity 4 Notes 5 Scheduler 6 Create Activity Codes Pledge Entry Show Hi Code SIMPSON C Surname Simpson Foundation C Alumni Given Hame Chris Mid
36. s the list of members for this Pledge 5 Click Finish the Affiliates will have a Status of A Other Members can be added to this Pledge Commercial in Confidence 19 46 PCSchool Foundation User Manual Step 3 Create a Pledge Plan ioi Program Control File Pledge Details Giving 4 Hew Plan Code TESTING Chris Testing this Module Promized Total 00 00 Director amp LLENO 8 Given Total 0 00 Group Marne allen Family and Friends Overdue To Cate 0 00 Comment Save F Auto Create Payment Plan x Payment Freg Monthly A Payment Start Date 24Aug 2007 3 EX Payment Amount 4 500 Total to Pay 5 sodo Auto Create Payment Plan Close 50 00 0 00 50 00 24 09 2007 50 00 0 00 50 00 24 10 2007 eal 50 00 0 00 50 00 24 11 2007 50 00 0 00 50 00 24 12 2007 50 00 0 00 50 00 2401 2008 50 00 0 00 50 00 24 02 2008 50 00 0 00 50 00 1 Auto Create Payment Plan Delete Payment Plan mm te T T T T To create a pledge for the selected members follow the steps below 1 Click to Create a Payment Plan a Select the Frequency of the Payment 3 Select the Date for the first Payment ir Enter the Amount for each instalment this group will be paying Enter the Total Amount that this group will be paying Click to create the Payment Plan o O as Click to create the Payment Plan i Payment will be listed 8 Shows the Total amount pledged by this group
37. to work with they are e General Associations Occupation Organisation Mailing School History e Sports How you use the Categories is up to you FA Extended Community view lo x 1 Community 2 Relationships 3 Activity 4 Notes 5 Scheduler Create Activity Codes T Pledge Entry Activity Codes Select Category to work with General Associations Occupation C Organisation C Mailings School History Sports Additional Status Wedding Anniversary E se F Clear A Delete Record To add a new Activity Code follow the steps below Select the Category for the new activity On the next free line in the grid enter the activity Code description Click Save when finished Commercial in Confidence 8 46 PCSchool Foundation User Manual Adding Relationship Members Relationships within the Foundation module are used to show linkage and associations between Foundation members The Relationships function can define a contact person within a Foundation or Alumni group Families who have a long history with the College can be traced and acknowledged Create Relationships Path Community Extended Community View Relationships Relationships are created to provide linkages between Foundation members blood relative s associates and the College This allows the college to tailor foundation activities accordingly fA Extended Community View 0 X 1 Community 2 Relationshi
38. tween Alerts e Years enter the number of Years between Alerts 7 If you tab to Next Alert it will default to the Time Period of Days Months or Years selected for the Alert This date can be edited 8 If the Event is Recalculated through the process below a tick will be placed in this box 8 9 Tab off the line to Save or click Save on the bottom toolbar Commercial in Confidence 14 46 PCSchool Foundation User Manual Showing Scheduled Events When you View the Scheduled Events you can tag them as finished or update them to the next schedule time frame 3 Schedule Alerts for 28 08 2007 REF IRE ITS E DEES ALLENG M Testing 28 08 2007 29 08 2007 ALLENOT Testing 2 Next ler Finalised o Comment 0 a O Delete Schedule Recalculate Alert Dates Exit Save Pledge Plan Codes gt Dates gt Category gt gt Action o o o Tage Clear All F5 To update the scheduled Events follow the steps below _1 The date of the next scheduled Event 2 Click the button to show the Current Scheduled Alerts CC __3 Schedule window for today s Alerts 4 This Date will update once the Dates have been Recalculated Place a tick in this box if the Event is finalised You will receive no more Alerts if ticked 6 Click this button to update the dates of the Alerts to the next scheduled Event Commercial in Confidence 15 46 PCSchool Fo
39. undation User Manual Creating a Program Plan and Pledge Path Community Pledging The Pledging View allows you to create and manage foundation groups and pledges Create the Program A Program must be created and a Plan added to add to members Al Foundation Pledge View ol Pledge Details Code TESTING me 2 Program Detail Mame Chris Testing this Module 3 TP Ledger Account Total Given Entity COLLEGE 4 Your School Name Target Target To Date Account 5 330 J 0 a Other Income Support Groups A Save Fa Clear Delete Selected Plan To create a Program follow the steps below 1 Click Clear 2 Enter the new unique Code 3 Enter a description for the Code lt Select the Entity to be used 5 Select the Ledger Code you will be using for this Pledge Click Save Program to Save the Code Commercial in Confidence 16 46 PCSchool Foundation User Manual Adding the Program Plan Details Once the Plan has been saved define milestones for the selected Program W Alumni Pledge View Program Control File Pledge Details Program Detail Mame f r Room Renovations Tata Promise 1000 00 Ledger Account E ritity COLLEG E Lal Play School Target 11000 00 Account 390 0 C Other Income Support Groups z Target To Date 0 00 Program Flan Date gt gt Category Action Tat farget 3170872004 FUNCTION Market Stall ine
40. uttons to add or remove recipients From the mail merge List of recipients el Misses SRE Address Member Title rl Address 1 Eps Ia 3495 h Ars E Allen al Aller Guen Allen Brent 359 Horsha Mr BJ amp Mrs AF Allen Anglesey Rong Ling 59 Tirohang Mrs KD Anglesey RO Arora Victor PU Box 4091 Orv amp Or P Arora Allen John PO Box 4939 Mrd Allen Clear All Refresh a vie Lx re e When finished in this window click OK Click on next in the Word document Commercial in Confidence 33 46 PCSchool Foundation User Manual Step 4 Read the instructions for writing your letter i Peed be ABGB RG ewe sde 12e 113 14e 1 15116 17 ANS I a Mail Merge yx Write your letter IF you have not already done so Insert Merge Field X write your letter now AddressBlocks Insert To add recipient information to Town_State_Codes ns your letter click a location in the Address Fields Database Fields document and then click one of Fields the items below Address block Greeting line Address Address_1 Town_State_Code Member _Salutation Member _Status Given_Name Surname Total_Promised_ e Total Paid_ Last_Receipt_No_ GreetingLines Due to the continued support of our Foundation Members the extensior complete We wish to thank you for your conti
41. w Al Extended Community View olx 1 Community 2 Relationships 3 Activity 4 Motes 5 Scheduler 6 Create Activity Codes T Pledge Entry Member LLENO Status Alumni lt Undefined gt Sumame allen Class of 0 Given Name Gwen Phones Home 03 496 204 Mobile fost 7 495 394 Parents Associates p Allen Brent Sister Reg r 0 Class of 0 3 Anglesey Rong Ling Friend Allen John wite Reg n 0 Class of 0 Friend i Anderson Robert Add Parent Add Associate Remove Associate Edit Rel Desc Shor Children Contacts Aston Kandice Contactor Allen Lydia i Allen Kate fr 12 House DONEGAL Ch A Add Child Add Contact Commercial in Confidence 11 46 PCSchool Foundation User Manual Allocating an Activity to a Member Path Community Extended Community View Activity Once the activities have been created they can be added to members Al Extended Community View 1 Community A Relationships 9 Activity 4 Notes 5 Scheduler 5 Create Activity Codes T Pledge Entry Member ALLEN A Surname flen Givenname Gwen Category lf 2 Guen er Shot Comment Deeron pers Testing MAILINGS testing mailing list 23 00 2007 23 09 2007 Wedding Anniversary GENERAL Married 1967 4 1170972007 11 09 2007 Tennis SPORTS Likes to play Tennis 11 09 2007 11 09 2007 2 5 x Comment Clear Act 5 a Save Act F2
Download Pdf Manuals
Related Search