Difference between revisions of "Membership Application"
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==Resetting Charity Applications Each Year== | ==Resetting Charity Applications Each Year== | ||
At the beginning of the charity application process each year, you will reset the application for each charity using the instructions that follow. Login and click on ADMIN, MANAGE ADD-ONS, CHC MEMBERSHIP APPLICATION and then CHC APPLICATION CONTROL PANEL. You will see a screen where you can check a box to select all charities for reset, or you can select a specific charity from the dropdonw box. Click RESET to move the updated information from the charity record to the new year's application. All check boxes on the main page of the application will be cleared and ready for the input of new data. If you have added a new charity, you must also complete this RESET in order to create an application for the new charity. <br /> | At the beginning of the charity application process each year, you will reset the application for each charity using the instructions that follow. Login and click on ADMIN, MANAGE ADD-ONS, CHC MEMBERSHIP APPLICATION and then CHC APPLICATION CONTROL PANEL. You will see a screen where you can check a box to select all charities for reset, or you can select a specific charity from the dropdonw box. Click RESET to move the updated information from the charity record to the new year's application. All check boxes on the main page of the application will be cleared and ready for the input of new data. If you have added a new charity, you must also complete this RESET in order to create an application for the new charity. <br /> | ||
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| + | ==Email Notifications Sent== | ||
| + | When the application is finalized and submitted by a charity, two emails are sent. You can edit the subject, copy and from-address for those emails in the system email section, accessed by logging in and clicking on ADMIN, MANAGE EMAIL and then SYSTEM EMAIL. When the system is first installed, these emails may need to be added (use the add button). If no email is added, it will be automatically added when it is first used. | ||
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| + | *Membership Application Notification -- email sent to notify CHC that an application has been submitted. To receive this email, edit it, select a group and add yourself to that group. | ||
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| + | *Membership Application Auto Responder -- email sent to the person who completed the application. | ||
Revision as of 15:58, 20 April 2015
Contents
Adding New Charities
To add a new charity login and click on ADMIN. Next click on MANAGE USERS and then ORGANIZATIONS. Click ADD at the top of the screen, which will open up a new organization record. Enter all relevant information for that record. To enable a user to edit the application for this charity, select that person as the PRIMARY CONTACT in the organization record. Note: Users show up in this drop down by setting them as MEMBERS in the CONTROL INFO tab in the CONTROLLING CONTENT field in their people record.
NOTE: To designate the organization as a charity, you must click on the CONTROL INFO tab and select CHARITIES from the CONTROLLING CONTENT field. Click SAVE to save the new record.
Enabling Additional Users to Edit a Charity Application
If a charity has more than one user authorized to edit the charity application, login and click on ADMIN, MANAGE USERS and then PEOPLE. Open the record for the person you want to give access to a charity application by clicking on the paper/pencil icon next to that record. In the ORGANIZATION field, select the charity that the person is associated with. Click OK to save changes. This person will now be able to edit the application for the selected charity.
Resetting Charity Applications Each Year
At the beginning of the charity application process each year, you will reset the application for each charity using the instructions that follow. Login and click on ADMIN, MANAGE ADD-ONS, CHC MEMBERSHIP APPLICATION and then CHC APPLICATION CONTROL PANEL. You will see a screen where you can check a box to select all charities for reset, or you can select a specific charity from the dropdonw box. Click RESET to move the updated information from the charity record to the new year's application. All check boxes on the main page of the application will be cleared and ready for the input of new data. If you have added a new charity, you must also complete this RESET in order to create an application for the new charity.
Email Notifications Sent
When the application is finalized and submitted by a charity, two emails are sent. You can edit the subject, copy and from-address for those emails in the system email section, accessed by logging in and clicking on ADMIN, MANAGE EMAIL and then SYSTEM EMAIL. When the system is first installed, these emails may need to be added (use the add button). If no email is added, it will be automatically added when it is first used.
- Membership Application Notification -- email sent to notify CHC that an application has been submitted. To receive this email, edit it, select a group and add yourself to that group.
- Membership Application Auto Responder -- email sent to the person who completed the application.
