Activity List Overview

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Activity List Overview

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The Activity List lets you access all of the activity records in the database. A dedicated ribbon of commands enables you to access activity-related functionality.

An activity is anything your organization "does."  Typical activities include Meetings, Parties, Fund Raisers, Walks, Tournaments, etc.  Activities can have specific Start and End Dates and times, or they can just "exist" without any associated date.

Using MemberTies Professional, you can also make members attendees of the activities, and track associated income and expense postings. Each attendee can have a role  (i.e., "Chairperson", "Speaker", etc.), and an attendance status (i.e., "Confirmed", "Declined", etc.).

You can add multiple members to an activity directly from the Membership List. See Adding Members to an Activity for details.

Opening the Activity List

1.To open to the Activity List, choose the Activities workspace from the Home ribbon bar.
 

2. The Activity List will display.
 

 

If you're not familiar with selecting records in lists, please see this topic on how to select records from lists in Windows.

Finding a Record in the List

When the list is displayed, you can quickly find a record by typing in the search field at the top of the list. Any text typed in the field will be sought throughout all data displayed in the list.

Changing the Sort

Click the column heading of any column to sort the list by that column. The following example shows a date column being sorted in descending order, so the most recent dates are at the top.

The first click will sort the column in ascending order, the second click will sort the column in descending order,and a small arrow icon will indicate the current sort direction.

Widening a Column

If you need to read especially long entries, just position your mouse pointer between the column headings until the cursor changes to a double-headed arrow, then drag the column to the size you want.

Refreshing the Data

When you add a record or change data on the list, the system will try to refresh the modified row so that you see the change immediately. If the change doesn't appear for some reason, you can press F5 or click the Refresh button on the ribbon to re-retrieve data from the database. Note that the number of records shown on the list, and the current number of selected rows is always displayed in the status area below the list.

Working with Records

The ribbon bar provides access to everything related to the list records