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Published byIra Melton Modified over 8 years ago
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Capturing and storing members’ personal and financial information MEMBERSHIP DATA MARIE AND ANN
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Money to Treasurer Direct banking, BOQ or CBA Cheque/cash by post PayPal (Credit Card) via Web Liaison Officer
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Xero Bank reconciliation program Records Life/Annual/Donations Problem when bank details missing
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Xero Data comes into Xero with amount banked Reference missing Aug 19th - $200 Life membership No paperwork to connect
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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
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Membership by post Open mail & sort Cash/Cheque/Bank Life/Annual/Donation Second sort Email member New/Renew Annual New/Upgrade Life Donation
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Printing and Posting Life Certificate and other documents printed and posted to non email members FINALLY! DATA GETS ENTERED Either WEB or ZOHO
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What the future looks like All members go on to the Web and pay by PayPal No one EVER makes a mistake
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Membership from Web First Name Last Name Partner’s First NamePartner’s Last Name PhoneMobile Unit Number Village Name ***
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Membership from Web Username*** Suggest surnamevillanumber Password*** Suggest arqrv1234 Confirm password Keep a record of your password Email address
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Membership from Web PayPal member already use password and log in Options Manual payment PayPal or create an account
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ZOHO CRM DATABASE All previous information plus Member Level (life, annual) Liaison Officer, Member, Deceased, Left Village, newsletter yes or no
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ZOHO CRM DATABASE NOTES Member deaf phone calls difficult Example only
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All members go to Web and pay by PayPal No-one EVER makes a mistake What the Future looks like
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When you require a list of Village members, who do you call or email? Membership Lists The Database Manager
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