Mini Database Handbook

Part I:
Common Tasks

Contents

• Access the Database:

  • Click here for the login page

• Roster Management:

  • USPS address verification

  • Add new profile

  • Edit existing profile

  • Delete a profile / merge duplicates

  • Linking two or more profiles (Household)

  • Deceased members – how to mark their profiles

• Payments:

  • Recording dues or contributions

  • Generating a receipt/thank you letter

• Searches:

  • Individual profiles

  • Specific groups

  • Identifying your current search

  • Exporting data to Excel

• Reports:

  • There are lots of standard reports available under the “Reports” item in the left menu, and we encourage you to play around with them to explore different ways to see your data. One fun one is under Contacts > Map Contacts. This drops a pin on the map for every member in your League so you can see your membership geographically.

• Support:

  • If you need help, email our Database Coordinator

Part II:
PowerMail

Contents

• Creating a New PowerMail Message