Capturing and storing members’ personal and financial information MEMBERSHIP DATA MARIE AND ANN

Money to Treasurer Direct banking, BOQ or CBA Cheque/cash by post PayPal (Credit Card) via Web Liaison Officer

Xero Bank reconciliation program Records Life/Annual/Donations Problem when bank details missing

Xero Data comes into Xero with amount banked Reference missing Aug 19th - $200 Life membership No paperwork to connect

What LO can do to help New payment form Please be accurate No need to post applications if you use the form Village name on banking details

Membership by post Open mail & sort Cash/Cheque/Bank Life/Annual/Donation Second sort member New/Renew Annual New/Upgrade Life Donation

Printing and Posting Life Certificate and other documents printed and posted to non members FINALLY! DATA GETS ENTERED Either WEB or ZOHO

What the future looks like All members go on to the Web and pay by PayPal No one EVER makes a mistake

Membership from Web First Name Last Name Partner’s First NamePartner’s Last Name PhoneMobile Unit Number Village Name ***

Membership from Web Username*** Suggest surnamevillanumber Password*** Suggest arqrv1234 Confirm password Keep a record of your password address

Membership from Web PayPal member already use password and log in Options Manual payment PayPal or create an account

ZOHO CRM DATABASE All previous information plus Member Level (life, annual) Liaison Officer, Member, Deceased, Left Village, newsletter yes or no

ZOHO CRM DATABASE NOTES Member deaf phone calls difficult Example only

All members go to Web and pay by PayPal No-one EVER makes a mistake What the Future looks like

When you require a list of Village members, who do you call or ? Membership Lists The Database Manager