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Membership articles: 22 - comments: 0

• Resigning a member with a House Topup balance

  Here we show you how to resign a member with a House Topup balance.  The example is a member with

  • Published about 1 year ago by 'anon'
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• Exporting Member Details into an excel spreadsheet

  You can use excel to perform mail merges so sometimes you'll need to export your member lists to excel.  You

  • Published about 1 year ago by 'anon'
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• How to send bulk emails

  Sending bulk emails is best done through Smart-Golf / Smart-Venue, but if you haven't got Smart-Golf/Smart-Venue

  • Published about 1 year ago by 'anon'
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• Understanding the Membership Financial Analysis Report

  The Membership Financials Analysis Report will report the financial status, bill and pay analysis of charges by gender for the

  • Published about 1 year ago by 'anon'
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• Creating limits on membership categories

  You can set maximum limits on your membership categories. When you go to add a new member to this category

  • Published about 1 year ago by 'anon'
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• Copy a Members email to Outlook

  You can easily copy a members email from PowerGolf by clicking ‘Copy to clipboard’ next to the email field in

  • Published about 1 year ago by 'anon'
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• How to use the Popup button for fast member details

  If you are scrolling through you membership database on any tab other than ‘main’ you may want to know the

  • Published about 1 year ago by 'anon'
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• Consolidating Old Category/Charge Codes

  If you have several old charge codes that you are no longer using, you can consolidate them into one charge

  • Published about 1 year ago by 'anon'
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• Membership main tab alternatives

  It can be quite handy to have some user defined fields visible in the Main Tab of the Members Ledger.

  • Published about 1 year ago by 'anon'
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• Using Fast Invoice Entry (Chits) to speed up the entry of multiple invoices

  Chits entries can be used to quickly enter a batch of similar invoices for multiple members.
  
  To enter

  • Published about 1 year ago by 'anon'
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• Filtering by account types

  Account types are used to break down a member's account into meaningful groups. Every invoice and credit note raised in

  • Published about 1 year ago by 'anon'
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• Cleaning up resigned members ledgers

  Often when resigning members the current ledger activity hasn’t been cleared although the balance is zero.
  
  To see

  • Published about 1 year ago by 'anon'
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• How to bring up a filtered list of members

  To bring up a list of members who belong to a specific category or range of categories, you could use

  • Published about 1 year ago by 'anon'
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• How to check member payments made for a particular charge type.

  There may be times when a report will be required to see how much members have paid to a particular

  • Published about 1 year ago by 'anon'
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• How to apply a new charge to Members

  There are times when a new charge will need to be charged to a certain group of members. Instead of

  • Published about 1 year ago by 'anon'
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• How to Mark Members to be in Specific Groups

  There will come a time when it may be necessary get a report, print a list of members, or print

  • Published about 1 year ago by 'anon'
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• How to add Extra Membership Details Defined by the User

  When setting up a new member, there may be need to enter extra information for each person that the system

  • Published about 1 year ago by 'anon'
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• How to Reverse a banked receipt for a member

  There may be a time when a member payment has been processed, marked as banked and needs to be reversed

  • Published 11 months ago by 'anon'
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• Unused Member Numbers

  There may be an occasion where you’d like to keep member numbers used in a certain range. Types of membership

  • Published 10 months ago by 'anon'
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• How to bring across members from the Club to the Proshop

  To make a new member appear in the ProShops file, follow the below steps: Check that the option Available in

  • Published 8 months ago by 'anon'
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• A report for Duplicate Member Numbers

  For one reason or another it is sometimes possible to allocate duplicate member numbers in your database.  To get a

  • Published 7 months ago by 'anon'
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• How to stop duplicate member numbers

  To stop duplicate Member Numbers being used, you can check a box “Unique in Waitlist and Resigned file”.

  Go to:

  • Published 4 months ago by 'anon'
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