New Membership Update Center Tutorial

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Presentation transcript:

New Membership Update Center Tutorial

Initial Ribbon when you log in

General Information Page Clubs Officers can be edited each year Can also be edited each year Click on the bar graph to have it expand

When you click on the “Members” tab, this page will appear with all of your club’s members from the previous year.

Click “Add New Member” to add more members When you click view, this pop-up box will appear with each member’s details.

This will appear when you click “Add New Member This will appear when you click “Add New Member.” Fill in your member’s information and then click “SAVE.”

You can now “Bulk Add Members.” Insert each member’s First Name, Last Name, Email, and Graduation Year. Click “ADD” when you are finished.

Then click “Delete Member(s).” You can also delete more than one member by clicking the check box on their name line. A pop-up box will appear with the names of the selected members and confirmation of deleting them. Click “DELETE” if the correct members are selected.

You can also delete members according to graduation year. Checkmark “Filter Graduation Year” Use the drop-down menu to select the graduation year that you wish to view. Then click “FILTER” Click the checkmark under “Delete” to select all members in your list. Click “DELETE”

Once again a pop-up box will appear to confirm deleting your members Once again a pop-up box will appear to confirm deleting your members. Click “DELETE” if the correct members are selected.

You can also transfer all of your club members’ information in to an Excel Spreadsheet. Click on “Export to Excel” to do so. A pop-up box will appear to confirm.

The Excel Spreadsheet will appear with all of your members’ information.

If you have any questions, feel free to contact your District Treasurer at treasurer@floridakeyclub.com