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Member
Panel
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The
Member Panel is opened by
choosing Members/Open Member List from the main menu. Actions
which may be performed are dependent on the Role of the user logged on.
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Member
List
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The
Member List is displayed by default in alphabetic order of Surname. It
may be sorted by
any column by clicking on the column heading.
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View
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The View+ button may be
pressed to give the following views in rotation:
- Telephone numbers and emails
- Address
- Label Values
- Extra Text and Checkbox values (which will be omitted if the Extra
Text is blank)
With another click, the list reverts to telephone numbers and emails.
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Label
Maintenance
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Label
Maintenance allows you to maintain the contents of Label Fields on
either all contacts, selected contacts or listed contacts. It allows:
- copying whole Label Fields into another
- copying a single letter from one field to another
- moving a single letter from one field to another
- changing a letter in one field (*)
- removing a letter in one field (*)
- clearing a field altogether (*).
Care should be taken, especially with operations marked *, because
these operations do a large number of potentially irreversible changes
in one go.
WARNING: These operations can take some time but you can Exit while the
operation is still in progress and it
will tell you when it is finished by popping up a window.
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Field
Maintenance
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Field Maintenance allows
you to perform some functions on "extra" fields on either all contacts,
selected contacts or listed contacts. It allows:
- adding a number to an "extra" field which is numeric
- setting an extra field to a specified value
- clearing all values out of an extra field.
WARNING: These operations can take some time but you can Exit while the
operation is still in progress and it
will tell you when it is finished by popping up a window.
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Add
Member
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A
Member may be added by pressing the Add button
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Edit
Member
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To
Edit a Member, select it and press Edit - or double click it.
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Delete
Member
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To
Delete a Member, select it and press Delete.
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email
Selected
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To
send an email to a Member, select the Member and press "email
Selected". To email selected Members from the list, hold the Ctrl key
down and click the ones required, then press "email Selected".
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email
All Listed
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To
email all Members displayed, press "email All Listed". A warning will
be given if not all Members displayed have an email address.
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| Report |
Various
transaction reports are available for individual Members which can be
access by pressing "Reports"
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Export
Addresses
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A
list of addresses for the Members displayed can be shown by pressing
"Export Addresses". This report can then be exported as a
"comma-separated values", or .csv file. which can be read by any
spreadsheet program.
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