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Frequently asked questions for Membership Co-ordinator
How do
I create a user who cannot change any information?
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Only the Administrator can add new users. From the main menu
click on 'Admin', 'Security' and 'Users'. Complete the user
details and to set them to read only check the 'Cannot change
any information' box.
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| How
do I quickly change my password |
At the log in screen enter your
user ID and password. Add to the end of your password
a ? if the password is correct it will then enable you
to enter and confirm a new password.
Remember for extra security the
administrator can set users to change their password regularly
every 3 months, for example.
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| How
do I activate the town from postcode lookup? |
This facility enables the city, county and country to be
added automatically when the postcode is inserted and the
chevron clicked. To activate simply go to 'Master Tables',
select 'Your Organisation' and complete the details, in
particular the 'City'.
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| Can
I backup my data directly to a CD? |
No, as with most programs you cannot write directly to a
CD drive. Instead make a backup of your data to the hard
disk then copy it to your CD using your normal CD writing
software.
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| How
can I automatically remove people from groups who have stopped
participating for more than six months? |
Click on 'Master tables', 'Parameters' and 'Housekeeping'
and set 'Group participation' to 6. Next time you complete
a housekeeping it will automatically remove all those that
have stopped attending for more than six months.
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| One
of my users has forgotton their password. Can I retrieve it
for them? |
Only the administrator can view existing passwords or set
a new temporary password for a user. Click on 'Admin', 'Security'
and 'Passwords'. Navigate to the required user and it will
tell you their password.
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| Our
computer crashed and the administrator is unable to log in.
What can we do? |
Call Data Developments Technical support on (01902) 824045.
We will be able to log you in and re-activate the administrator
log-in.
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| I
have created two users, an Admin user and User 1. Which one
should I use? |
For greater security the Admin
user should only be used for setting defaults, creating
users and other security settings.
For normal day-to-day use create
a new user specifically for this purpose, for example
User 1. You are not limited to the number of users you
can create in Membership Co-ordintor.
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Membership
Efficient membership administration makes life easier
and supports growth. Use Membership Co-ordinator
to record details on members, groups, visits, to
create rotas and to let leaders and volunteers know
what's happening.
Accounts
Finance Co-ordinator has been designed to handle
the accounts of churches and charities as required
by the Charities Act. It records designated, unrestricted,
restricted and endowment funds with full reporting,
budgets, account analysis, prepayments and accruals
and will print a SOFA.
Gift
aid
Donations Co-ordinator will manage donations,
taxable or not with ease. It produces the necessary
R68 schedules, approved by the Inland Revenue.
Donations Co-ordinator also provides full audit
trailing, retrospective claims, statistical analysis,
Gift Aid declarations, email facilities, various
reports and labels.
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Quickart:
Notices
A collection of over 1600 images for brightening up
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Quickart:
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A collection of over 2100 images that are quick
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Quickart:
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A collection of over 1500 images that are quick
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Quickart:
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