Administrator manual

Members and application review

Working the application queue, assigning membership numbers, managing member records, recording when each member was admitted, counting how many members are in each chapter or category, sending birthday cards, importing a spreadsheet of members the organization already has, or downloading an Excel template made for the organization to fill in, along with the dues each member owes year by year, writing off a carried-over balance, and building the paid-up register for a membership period, including who is fully paid up for an AGM and how far behind everyone else is. Also making a duplicate or unwanted application inactive and reactivating it, and making an existing member a life member or withdrawing it. And seeing, and if need be ending, the assistants members have allowed to manage their accounts.