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Wiki for Components
How-to articles for components
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Report Columns - What do the different columns mean?
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How do I access my chapter portal?
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Upgrade Reports: how do I congratulate recently upgraded members in my chapter?
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How do I find and email my members
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How do I find my chapter section's list
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How do I follow up with my non-renewed members?
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How do I look up a member's information
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How do I record my membership dues for my GL
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How do I remove deceased members from my chapter?
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How do I remove transferred members from my newsletter list?
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How do I run a membership roster
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How do I run a new member roster
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How do I send an email to my renewed members?
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How do I welcome new members to my chapter
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How do I welcome transferred in members to my chapter?
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How to run an ACH report
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How to see a list of Lapsed members
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Using a pivot table on your ACH report
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Using a pivot table on your member roster
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What reports are available for components
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Steps to Change an Email on the Contact Record Through Email Change Request
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How to Download a Report from the Chapter Portal
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Email Change Request Process
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How to Export a Report from the Chapter Portal
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When Do I Edit a Contact Record?
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Processing an Email Change Request
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Adding New Leaders in the Chapter Portal Site
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How To Add New Leaders Through the Chapter Portal
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FAQ for Components
Component training
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How-to articles for components
How-to articles for components
Brian McLaren (Deactivated)
Owned by
Brian McLaren (Deactivated)
Last updated:
Aug 06, 2020
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Creator
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Component training
Brian McLaren
Jan 07, 2025
Upgrade Reports: how do I congratulate recently upgraded members in my chapter?
Ann Turner
Oct 17, 2023
How do I access my chapter portal?
Brian McLaren
Oct 17, 2023
Report Columns - What do the different columns mean?
Brian McLaren
Oct 17, 2023
How do I remove transferred members from my newsletter list?
Ann Turner
Sept 05, 2023
How do I find my chapter section's list
Ann Turner
Sept 05, 2023
Using a pivot table on your member roster
Brian McLaren
Sept 05, 2023
How do I look up a member's information
Ann Turner
May 31, 2023
How do I find and email my members
Ann Turner
May 31, 2023
How do I remove deceased members from my chapter?
Ann Turner
May 30, 2023
FAQ for Components
Brian McLaren
May 30, 2023
How do I follow up with my non-renewed members?
Ann Turner
Aug 13, 2021
How do I welcome new members to my chapter
Ann Turner
Aug 12, 2021
How do I welcome transferred in members to my chapter?
Ann Turner
Aug 12, 2021
How to see a list of Lapsed members
Brian McLaren
Aug 12, 2021
How do I run a membership roster
Brian McLaren
Aug 12, 2021
How do I send an email to my renewed members?
Ann Turner
Aug 12, 2021
How do I run a new member roster
Brian McLaren
Jul 27, 2021
Using a pivot table on your ACH report
Brian McLaren
Apr 26, 2021
How-to articles for components
Brian McLaren
Aug 06, 2020
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