the User Manual
Contents
1. the drop down list and click Export Members There are two options for export 1 To Excel format Export all the details of members to an Excel file When you click Export Members button you will get a Save to file dialogue box You can save the file wherever you want 2 Label format Select label format from the dropdown list and click Export Members button This will open a new tab with all the Member s address in a label format This can be printed on a sticker or a plain paper and pasted in to an envolop to send letters Click below Edit to modify the member information info chira in 6 2D CHRA DMI173 U A Raja Rao Anubhav Enterprises No 38 7th Mam 7th Cross Malleshwaram Bangalore 560003 DMI1S4 Jahnnavi Shastry No 45 6th CrossGandhinagar Bangalore 560009 DM732 M N Vasudeva Rao No 2187 Sth Mam E Block I Stage Rajajinagar Bangalore 560010 DM191 EK Mahesh Rao Wo 184 185 2nd Floor 2nd Mam Chamrajapet Bangalore 360018 DMZz00 Dr U V Ramachandra 550 17 7th Main Hanumanthnagar Bangalore 560019 5 3 Adding New Members DM158 F Shrihari Shubha Thaar Services No 31 I Mam Opp Mahalakshmi Temple Lower Palace Orchards Bangalore 560003 DM193 E Jayarama Rao No 624 38 Shrinivas 62nd Cross 5th Block Rajajinagar Bangalore 360010 DMI18 H Anil Kumar No 8 I Block East Near Madhavan Park Jayanagar Bangalore 560011 DM3 E L Ramachandra No 11 3rd Floor ith Cr2. 2 Online Membership Management HER A User Manual S OLUTION S Table of Contents Ms MEO e reide 2 elef Regie EE 2 2s ONS DES aeeie EE E EEEE A AE A EEEE EE EEE 2 3 Logging into the Membership Management 3 4 VIEWING RE El e ee ai sncvencasedeaiasaccscdsaisadendet nad ondseadsantdseciaddnsadsadatsaddnndaleadanssd bagewh asndandatand fuadasadsentd sack ohdaeedeacstanelondaeadsaasiane 4 5 Managing MEM CRS EE 5 5 1 VIEWING Members a annnnnnnannnnonennennsnnnnreosrnrnrosenrrrrnsrntrronnrtrestnrtrtortrtrtr snnt trrrAnErEonAnEEE SAAE EEE AEE EEEDEAnEEEn nnr EEen ennnen 5 5 2 Search Members and EXpOr EE 6 5 3 ele ue WEE ne 7 6 Importing and Exporting Membership Details 9 6 1 Exporting Membership Details ccccccccccsseeeceeeceeeeeeeeeeeeeeeeeeeeeeeeeeeeeeseeeeeeeesseaeeeeeeseeaeeeeesseaeeeesessaaeeeesssaeeeeeeesas 9 6 2 Importing Membership RTE 10 7 Managing User FG COUN EE 10 7 1 Creating a New User Account EE 10 Ties VONT JS Er ACCOUN oee AE A E E E 11 O TAINAN YS NS ee E a E AN EER 12 Oe ee Managing System de Te E 13 8 2 Managing Membership Types cccccccccesseeeeecceeeceeeseeeeceeessaeeeeeeseeaeeeeeseeeseceeeseeaeceessseaeeeesssaeeeeesaeageeeessaas 14 2 Ee Le Dn Le RODO EE 15 10 Bee Tee le AT EE 15 info chira in 1 2 Online Membership Management HR A User Manual S O LUTIONS 1 Introduction Online Membership Management system provides a solution to handle members details Thi
3. No Fax Number Mobile No Email Address Web Address Figure 11 Creating a New User Account Fill in all the fields and click Submit to create a user account 7 2 Viewing User Accounts Select User Accounts gt View User Accounts to see user accounts The user accounts are as shown in the following figure info chira in 1 1 Online Membership Management User Manual S O L U TION S Online Membership Management Welcome DASHBOARD MEMBERS IMPORT EXPORT USER ACCOUNTS SETTINGS REPORTS Membership management User Accounts ID Name User Role Phone Edit Delete 1 Ranjith K H User SS e 2 Chira Solutions Administrator KS DN Figure 12 Viewing User Accounts Click that is below Edit to modify the account information and that is below Delete to delete remove the user account 8 Managing Settings Settings is used to manage system settings and membership types Settings tab contains System Settings and Membership Types as submenus as shown in the following figure Online Membership Management Welcome C MEMBERS IMPORT EXPORT USER ACCOUNTS REPORTS SYSTEM SETTINGS Membership management MEMBERSHIP TYPES Figure 3 Settings info chira in 12 Online Membership Management User Manual S O L UT tO NS 8 1 Managing System Settings The System Settings screen is as shown in the following figure Online Membership Management Welcome DASHBOARD MEMBERS IMPORT EXPORT USER ACCOUNTS SETTING
4. S REPORTS Membership management System Settings Application Settings Application Version 1 0 Language English r Date Format dd mmjyyyy e Membership Settings Membership ID d Landline No d Membership Type Fd Mobile No E Membership Registration Date d Email Address E Membership Expiry Date d Date of Birth v Name Education Address Profession City Blood Group Zip Code Memebr Photo IN State Spouse amp Children F Office Address i Delete All Members Delete all member records Be Carefull Delete All Members Save Settings Figure 4 System Settings Here you can disable the Membership fields which are not required Some fields are mandatory info chira in 13 2 Online Membership Management d A User Manual S O LU TtON S Do the necessary changes under Application Settings and Membership Settings Click Save Settings to save the changes done Caution Deleting All Members will remove all members so be careful before clicking it 8 2 Managing Membership Types Select Settings gt MembershipTypes to Add Edit Remove membership type The Membership Types screen is as shown in the following figure Welcome Online Membership Management ry E A DASHBOARD MEMBERS IMPORT EXPORT USER ACCOUNTS SETTINGS REPORTS Membership management Membership Types Add Membership Type ID Name Edit Delete 3 Membership Type 3 Ei D 14 Membership Type 1 a CH 15 Membership Type 2 E x 17 Membership Typ
5. cussed in the following section info chira in 3 2 Online Membership Management d A User Manual S O LU Tt ON S 4 Viewing Dashboard The dashboard is as shown in the following figure Online Membership Management Welcome DASHBOARD MEMBERS IMPORT EXPORT USER ACCOUNTS SETTINGS REPORTS LOG OUT Membership management Membership Type No of members Membership Type 1 3 Membership Type 2 3 Membership Type 4 4 Membership Type 5 1 Membership Type 3 56 Total Members 67 Figure 2 OMM Dashboard The dashboard provides the list of Membership Type and the no of members each membership type The total number of members in this membership database is also mentioned at the end of the dashboard You can also click any listed Membership Type It will display the list of members comes under the selected Membership Type info chira in A Online Membership Management User Manual SOLUTIONS 5 Managing Members The tab called Members allows you to view member and add members Submenu of Members contains View Members and Add Members which are as shown in the following figure Online Membership Management Welcome ter e a DASHBOARD IMPORT EXPORT USER ACCOUNTS SETTINGS VIEW MEMBERS Membership ADD MEMBER 5 1 Viewing Members After clicking View Members the members detail that is as shown in the following figure is displayed Membership management Members Search Members and Export M
6. e 4 ES 6 18 Membership Type 5 E x Figure 5 Managing Membership Types Click that is below Edit to modify the membership type and that is below Delete to delete remove the membership type Click Add Membership Type to add a new membership type The following screen is displayed info chira in 14 Online Membership Management User Manual S O LUTIONS Online Membership Management 3 za DASHBOARD MEMBERS IMPORT EXPORT USER ACCOUNTS REPORTS Membership management Membership Types Membership Type Figure 6 Adding a New Membership Type Type the name of the membership type in the text box and click Submit 9 Managing Reports Currently this section is under development It will be developed soon 10 Logging Out Click Logout to log out of the system info chira in 15
7. embership Expiry From To All Expired Memberships Search Members Search by any Keyword Search Members Select Export Type Select h Export Members No Name Membership No Mobile No Edit 1 A Srisha DM d 4 e E 2 Amar R Rao DM22 s a A Archana Bhat DM201 s F 4 Asodu Krishnaraja Bayari DM21 E 5 B Anantha Rao DM195 z KS 6 B Chandrashekar Hebbar DM210 e a T B Jagadisha Rao DM181 e E E Chandrakantha DM216 S E 9 D Murali DM224 F 10 Dr H N Nagabhushana DM231 ef a 11 Dr K Venugopala Rao DM214 z F Figure 5 Viewing Members info chira in 5 2 Online Membership Management d A User Manual S O LU Tt ON S 5 2 Search Members and Export Here you can search members by e Membership Expiry date e All Expired memberships e Any Keyword Click Search Members button after filling in Membership Expiry range in the From and To fields or by selecting All Expired Memberships Click Search Members after filling a keyword in the Search by any keyword textbox Here you can search members by their Name Profession Education Area wise or by any clause Membership management Members Search Members and Export Membership Expiry From To All Expired Memberships C Search Members Search by any Keyword Search Members Select Export Type Select x Export Members Excel Label Format Figure 6 Search and Export Members option Export members by selecting a format in
8. hira Address No 10 Durga Nilaya K H 5 Colony K Narayanapura City Bangalore State Karnataka zip Code 560077 Landline No 23723035 Mobile No 9645312345 Email Address info chira in Date of Birth 1 June 1960 Office Address Education BE Profession Engineer Blood Group Atve e Memebr Photo Browse_ Submit Cancel Figure 8 Adding Viewing a Member info chira in 2D CHRA 6 Importing and Exporting Membership Details This section explains how to import and export member s details 6 1 Exporting Membership Details The following screen is displayed after clicking Import Export Online Membership Management Se amp XA DASHBOARD MEMBERS IMPORT EXPORT USER ACCOUNTS SETTINGS Online Membership Management User Manual Welcome REPORTS Membership management Import Export Export Member Details Export All Active Members Export All Expired Memberships Export Membership Registration From To Export Email lds Export Mobile Numbers Select Export Type Export Import Member Details Select a file Browse_ Insertto Database Figure 9 Export Import Membership Details Export Member Details contains the following options e Export All Active Members e Export All Expired Memberships e Export Membership Registration with date range From and To e Export Email Ids of all Members info chira in 2D HRA S OLUTIONS Online Membershi
9. oss Azad Nagar Near Maruthi Mandir Chamarajpet Bangalore 560018 DM233 M Somashekar Rao No 920 13th Mam IV Cross Hanumanth Nagar Bangalore 360019 Figure 7 Label format output Online Membership Management User Manual DM226 Y Jayanth Kao No SOA First Floor 11th Cross Vyalikaval Bangalore 560003 DM212 Amar R Rao Wo 123 II Floor 4th Cross M Block Rajajinagar Banzalore 360010 DIS F Subramanya Tantry No 104 Sat Deep Heights Vidyanagar Old Madras Road F_R Puram Bangalore 360016 DMI180 SV Balasubramhanya No 474 Takshashila Sth Mam Hanumanthnagar Banzalore 360019 DMI181 E Jagadisha Kao Upstairs Kempanna Layout Rajmahal Guttahalli Shezhadripuram Banzalore 360020 Selecting Members gt Add Members displays the new fields to be added for a new member as shown in the following figure Membership ID and Name are the mandatory fields and other fields are optional After filling in the fields click Submit to add the member Click Cancel if you do not want to add the member info chira in 2 Online Membership Management User Manual S O L UTIONS Online Membership Management Welcome Ss 2 amp xX Gi DASHBOARD MEMBERS IMPORT EXPORT USER ACCOUNTS SETTINGS REPORTS Membership management Members Membership ID DM 174 Membership Type Membership Type 5 M Membership Registration Date 08 10 2012 Membership Expiry Date gt 04 10 2012 Name C
10. p Management User Manual e Export Mobile Numbers of all Members Select any one of the above options and select Export Type as Excel or Label format Click Export 6 2 Importing Membership Details This can be referred to the previous figure To import a file into the database click Browse button which is next to Select a file text box Select the csv file and click Insert to Database 7 Managing User Accounts User Accounts is used to create manage user accounts User Accounts contains View User Accounts and Create User Account as sub menus as shown in the following figure Online Membership Management ter Sg A DASHBOARD MEMBERS IMPORT EXPORT REPORTS VIEW USER ACCOUNTS Membership management CREATE USER ACCOUNT Figure 10 User Accounts 7 1 Creating a New User Account Click Create User Account and the form as shown in the following screen is displayed While creating new user you can provide administrator writes by clicking Globel administraor tick mark Globel administrators will have all the rights info chira in 10 Online Membership Management User Manual S O LUTION S Online Membership Management Welcome es 2 8 amp 8 X D DASHBOARD MEMBERS IMPORT EXPORT USER ACCOUNTS SETTINGS REPORTS Membership management User Accounts Global Administrator E Username Password Password Verity First Name Last Name Company Name Street Address City State fip Code Landline
11. s system can be used by any organization as it helps in managing the details of its associates It also helps to maintain subscribers information of any service outfit organization such as magazines printed periodicals Main feature of this software is label format of member s address which can be printed on a sticker and pasted in to envelop This system is user friendly and saves administration time and man power 2 About Chira Solutions Chira Solution is a web designing and web application development firm to set up new trends and to give a strong technological edge in this competitive arena of creativity Our expertise area is PHP MySQL based web application development and CMS based portal development mainly in Wordpress Joomla and Drupal Browse our website http chira in to know more about us 2 1 Contact Details Office Address A107 Adithya Elan New Temple Road Nallura Halli Whitefield Bangalore 560066 Web http chira in Phone 91 9591994646 Email info chira in info chira in 2 2 Online Membership Management d A User Manual S O LUTIONS 3 Logging into the Membership Management The default webpage of the Online Membership Management opens with the Login page Enter your Username Password and click Log In button Member Login Username NA id Online Membership Password Management eal WE Figure 1 Main Login Page A successful login displays the dashboard that is dis
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