Welcome!
Standard Version Overview
Professional Version Overview
Server and Database Overview
Logging In
Firewall/Antivirus Notice
Overview
New User Login
New Upgrade or Reinstall
New Install - Restoring a Backup
New Install - From Database Copy
New Install - From ".db" Database File
Normal Login
Languages
Login Problems
Command Line Arguments
Getting Started
Initial Setup
Getting Help
Common Icons
Toolbar Buttons
Calendar
Selecting Rows in Lists
Tip of the Day
Using a New License
Importing Data
Converting an Old Database
Importing Data
Activity Records
Overview
Reporting on Absent Membres
Using the Activity List
Overview
Search Tab
Results Tab
Displaying Current Attendance
Working with Views
Overview
Working with Views
Maintaining Views
Changing Field Properties
Exporting Data with a View
Maintaining Activity Records
Working with Activities
Advanced Options
Recording Activity Attendees
Recording Activity Income and Expenses
Relating Files to Activities
Tracking Deposits
Using the Activity Front Desk
Using the Activity Front Desk
Using Unattended Mode
Database Maintenance
Server and Database Overview
Creating a New Database
Deleting a Database
Moving a Database
Database Hosting
Using a Remote Database
Setting Up a Multi-User System
Running the Server as a Windows Service
Housekeeping
Maintaining Tables
Testing Data Integrity
Using the Event Log
Clearing all Print Receipt Settings
Clearing all Membership Flag Settings
Database Backup/Restore
Backing Up the Database
Restoring a Backup
Resetting a Database
Database Profiles/Licenses
Applying a License
Importing/Exporting Database Profiles
Maintaining Database Profiles
Local Database Server Utility
Server and Database Overview
Using the Server Utility
Starting the Server Automatically
Running the Server as a Windows Service
Maintaining Tables
Deleting a Database
Deposits
Tracking Deposits
Dues, Donations, etc. (Postings)
Postings Overview
Dues Tab (Members)
Dues Tab (Groups)
Donations Tab (Members)
Posting to Multiple Records
Posting Dues Automatically
Deleting Postings from Multiple Records
Maintaining Posting Types
Maintaining Credit Card Data
Using the Dues Calculator
Email
Sending Email
Loading Email Messages
Using Database Fields
Working with Email Profiles
Email Profile Examples
Removing Email Addresses
Viewing Sent Mail
Troubleshooting Email Delivery
Troubleshooting Email Display
Group Records
Overview
Using the Group List
Overview
Search Tab
Results Tab
Building an Email List
Sending Email
Working With Previews
Viewing Contact Information
Working with Views
Overview
Working with Views
Maintaining Views
Exporting Data with a View
Maintaining Group Records
Working with Groups
The "Auto-Relate" Group
The "Report Default" Group
Using Multiple Addresses
Group Record Tab Pages
General Tab
Status Tab
Dues Tab
Items Tab
Members Tab
ToDo Tab
Custom Tab
Lists (Dropdown Lists)
Overview
Merging/Combining Values
Activity Roles
Activity Types
Address Types
Association Types
Attendance Statuses
Categories & Items
Cities
Club Types
Counties
Countries
Credit Card Names
Custom Fields
Locations
Location Types
Occupation Names
Payment Methods
Phone Types
Posting Types
Private Field Labels
References
States/Provinces
Status Codes
Stored Comments
Membership Records
Overview
About Member IDs
Photos
Preloaded Member IDs
Using the Membership List
Overview
Search Tab
Results Tab
Building an Email List
Adding Members to a Group
Adding Members to Activities
Choosing Random Members
Sending Email
Working with Previews
Viewing Contact Information
Working with Views
Overview
Working with Views
Using the Add/Edit View Window
Changing Field Properties
Exporting Data with Views
Exporting or Importing Views
Maintaining Member Records
Working with Members
Friends and Family
Building an Email List
Changing Data (Bulk)
Maintaining a Member Photo
Using Multiple Addresses
Scanning a Driver License
Sending Email
Status Change History
Default Membership Statuses
Membership Record Tab Pages
General Tab
Status Tab
Private Tab
Dues Tab
Donations Tab
Items Tab
Associated Tab
Friends/Family Tab
ToDo Tab
Custom Tab
Activities Tab
Preferences
Preferences Overview
Activity Front Desk Preferences
Database Preferences
Financial Preferences
Group Preferences
Login Preferences
Logoff Preferences
Membership Preferences
Miscellaneous Preferences
Organization Preferences
Report Preferences
Documents
Overview
Working with Documents
Find & Replace
Page Settings
Paragraph & Font Settings
Bullets & Numbering
Using Database Fields
Using Criteria
Printing
Using Images
Using Tables
Using Text Frames
Using Styles
Reports
Reports Overview
Adjusting Report Margins
Using the Print Window
Setting the Default Club
Printing a Report
Deleting Report Definitions
Saving Report Definitions
Troubleshooting
Entering Report Criteria
General Settings
Criteria Settings
Selecting a Criteria Field
Selecting an Operator
Selecting a Criteria Value
Entering Date Criteria
Saving Criteria
Exporting or Importing Criteria
Search Criteria Examples
Report Descriptions
Activity Attendance
Activity Attendance by Group
Activity Attendance Totals
Activity Balance
Activity by Group
Activity by Attendee
Activity by Sponsor
Activity Counts - By Date
Activity Counts - By Date/Time
Activity Detail
Activity Detail (w/Absentees)
Activity Check-In Not Found
Activity Hours by Attendee
Activity List
Activity Sponsorship Counts
Activity Summary
Activity Totals by Type
Activity Type by Attendee
Anniversary List
Assigned Items
Birthday List
Birthday List (+Family)
Group List
Group Membership
Compact Membership List
Compact Membership List 2
Contact List
Contact List (+Family)
Credit Cards on File
Deposit Detail
Directory Listing
Donation Summary
Donations by Date
Donations by Member
Donations Receipt
Dues Account Statement
Dues Account Statement 2
Dues Balance
Dues Postings
Dues Receipt
Dues Schedule
Dues Standings
Liability Waiver
Mailing Labels (Clubs/Members)
Membership by Country
Membership Cards
Membership Data Export
Membership History
Membership Statistics - Brief
Membership Statistics - Full
Membership Status
Multiple Group Affiliation
Name & ID List
Phone List
Photo ID Cards
Postings - by Date
Postings - by Payment Method
Postings - by Month
Postings - by Source
Postings - by Type
Postings - Listing
Postings - Statement
Postings - Totals by Year
Postings - Totals by Yr/Month
Postings - Type Grid
Receipt Listing
Retention
Related Members
Related Members (Contact)
Return Address Labels
Roster
Sent Mail by Member
Status Change History
Status Codes
Status Codes (Complete)
Stored Comments
Summary - Group
Summary - Individual
ToDo List
PSR Format Reports
Saving PSR Reports
Viewing a Saved PSR Report
User-Defined Reports
Overview
Grouping, Hiding, and Controlling Duplicate Data
Working with User Defined Reports
Changing Field Properties
Smart Fields
Exporting or Importing
Making a Bar-Coded Member ID Card
Search Criteria
Entering Basic Search Criteria
Entering Advanced Search Criteria
Selecting a Criteria Field
Selecting an Operator
Selecting a Criteria Value
Entering Date Criteria
Saving Criteria
Exporting/Importing Criteria
Using the Quick Search Window
Advanced Search Examples
Snapshots
Overview
Using the Snapshots Window
ToDo List
Overview
Working with the ToDo List
Printing the ToDo List
Users, Passwords, and Security
Overview
Working with Users
Passwords
Security Groups
Security Settings (Viewing)
Showing Active Users
Record Locking
Running an SQL File
Registering/Buying a License
Why Bother to Register?
How to Purchase
Using a New License
Using Database Profiles
Contacting Support
Moving the Software
Moving the Software
Troubleshooting
Contacting Support
The Help/About Window
The System Error Window
Uninstalling MemberTies
Common Questions/Issues
Associating Saved Reports with the Report Viewer
Can I put the database on a network drive?
Can I use the same license for more than one database?
Do you accept credit cards for registration payment?
How do I handle dues payments that apply to more than one person?
How do I hide tabs I don't want to see?
How do I select more than one row in a list?
How do I sort on a combined user report field?
How do I track a Committee?
Our licensed organization name changed!
The Member ID Column Sorts Incorrectly
When should I use a Custom Field vs an Item?
Where do I find information about program updates?
Why do some members appear twice?
Why is the date format wrong?