Welcome to the VSBA School Board Clerk Conference May 2, 2017

DATABASE TRAINING SIMPLIFIED Learn how to update division information Learn how to enter/delete/update new members Learn how to check the status of credits earned by members Learn how to check the status of invoices Learn how to register members for events

LOGIN Login at www.vsba.org and click on “VSBA DATABASE” (NOT SECURE SITE) Use your ID and password

MAIN TAB General Organizational (Division) Information

PROFILE TAB Detailed Organizational (Division) Information * Always use the drop down button/calendar when applicable and choose an option from the list.

PEOPLE TAB

PEOPLE TAB Member listing Add/Delete Members Detailed Member Information Individual “Profile” Information Things to Remember – * Do not use prefixes unless it is Dr. or Rev. (No Mr. or Mrs.) * Use “Preferred” button for address (Do not leave blank) * Use “P.O.” first line and physical address second line * Always put nickname on the “Informal” name line * Always make sure to enter an email address * Always use the drop down button when applicable and choose option

PEOPLE – MAIN & PROFILE TAB

PEOPLE – EVENTS & CEU TAB

ACCOUNTING TAB All invoice Listings Outstanding Invoice Access * All outstanding invoices will be in Red * Click on invoice number and the invoice will appear and can print

CALENDAR TAB

CALENDAR TAB Register For Events * Find the date of the event on the calendar or at the bottom and click on the event to register a member

Additional information or questions ??? Please contact Kim Hodges, VSBA Database Specialist at: (434)295-8722 (Tuesday – Thursday) Or email khodges@vsba.org