Update Functions¶

Depending on the tab you are viewing, you have the following functions available:

• Change Enrollment Date

• Change Member Type

• Set or remove an inactive date

• Set or remove the pending flag

• Add Transactions (where appropriate)

• Add and Manage Sub-Groups

Enrollment Date¶

An Involvement Member’s Enrollment Date is set automatically, and will be the date when they actually enrolled. However, there are times when you may want to change that date.

Step 1

Go to the Involvement > People > Members tab and click the Update Members in the drop-down arrow beside the header check box.

Step 2

Select the new Enrollment Date using the date picker.

Step 3

Click Update, and then OK at the prompt. Click Close to close the dialog box.

Now you can create the Meetings for any date after the new Enrollment Date and the Members will display.

Member Type¶

The default Member Type in an Involvement will be Member. You can change one person’s Member Type by clicking on Edit icon under the Actions column and using the Member Dialog Box. However, if you want to change Member Types for multiple Members, you can use the Update Members option.

Step 1

Go to the Involvement > People > Members tab and check the box beside those to update.

Step 2

Now select Update Members from the drop-down arrow beside the header check box.

Step 3

Select the new Member Type from the drop-down menu.

Step 4

Click Update, and then OK at the prompt. Click Close to close the dialog box.

Inactive Date¶

There are a couple of specific use cases for assigning an Inactive Date to current members.

In each of these use cases, having the date their term ends is useful. Assign an Inactive Date when they are enrolled or when they go back on as Active. If you do that, it will serve as a reminder for when you should change them from an Active Member to an Inactive Member, or when to drop them from that Involvement.

To Assign an Inactive Date

This is best done as soon as you enroll someone that will serve a specific term.

Step 1

Go to the Involvement > People > Members tab and click the Dates drop-down and select sort by Join Date. This will put all those recently enrolled at the top of the list.

Step 2

Check the box beside each person who will have the same Inactive Date.

Step 3

Using the drop-down arrow beside the header check box, select Update Members.

Step 4

Now select the future date (using the Inactive Date calendar) that these members will either go inactive or be dropped.

Step 5

Click Update, and then OK at the prompt. Then click Close to close the dialog box.

To Make a Current Member Inactive

Use the Drop Member process if you do not want the person moved to the Inactive tab. You can use Steps 1 & 2 below in order to filter for those to drop.

Step 1

Go to the Involvement > People > Members tab and click the Dates drop-down and select sort by Inactive Date. This will put all those with the same Inactive Date together in the list.

Step 2

Check the box beside each person that should go Inactive.

Step 3

Using the drop-down arrow beside the header check box, select Update Members.

Step 4

Now select the Member Type Inactive. If you do not want to retain their Inactive Date, check the Remove Inactive Date checkbox to remove it.

Step 5

Click Update, and then OK at the prompt. Then click Close to close the dialog box.

Pending Members¶

For the use cases described above for deacons and committee members, you might take advantage of enrolling them as Pending Members during their approval process. Then, once you are ready for them to begin serving, move them from Pending to Members.

Step 1

Using the drop-down arrow beside the header check box on the Pending tab, select Update Pending Members.

Step 2

Remove the check beside Pending, and select an Enrollment Date if it should be different the current one. Ex. A term begins on April 1, and you are moving them on March 28. Set the Enrollment Date to April 1.

Step 3

Click Update, and then OK at the prompt. Then click Close to close the dialog box.

Add Transaction¶

Use Update Members to add a Transaction only when making a Fee Adjustment that applies that same adjustment to everyone. For example: the air fare for your mission trip was reduced, or the hotel rates were increased.

If you need to make an adjustment for several members, but not everyone, check those members first.

Step 1

Using the drop-down arrow beside the header check box on the Members tab, select Update Members.

Step 2

Select the green Transaction button, and then Make Fee Adjustment.

Step 3

Enter the amount of the adjustment. If the balance needs to be increased, use a negative number (-50). If the balance needs to be decreased, use a positive number (50).

Step 4

Enter a description, which explains why you are making the adjustment.

Step 5

Click Update, and then OK at the prompt. Then click Close to close the dialog box.

Sub-Groups¶

You can either manage your sub-groups using Sub-Group Management from the Blue Toolbar > Gear Icon or you can perform some sub-group management right on the Members tab, using Update Members. Both of these require the Admin or ManageGroups role.

Add a New Sub-Group

When you add a new sub-group using this method, it will not only create the group, but will also add everyone in your filtered list to that group.

Step 1

Filter for those to be added to the new group, and then select Update Members from the drop-down arrow beside the header check box.

Step 2

Click the Sub-Groups button.

Step 3

Enter the name of the new group in the field labeled New Sub-Group and click the green Add New button. This will add everyone in your filtered list to this new sub-group.

Step 4

Click Close Dialog.

Add / Remove from Sub-Group

When you use the Add or Remove button beside a sub-group in the Update Members dialog, everyone in your filtered list will be acted on.

Step 1

Filter for those to be added or removed from an existing group, and then select Update Members from the drop-down arrow beside the header check box.

Step 2

Click the Sub-Groups button.

Step 3

Find the correct sub-group in the list and click either Add or Remove.

Step 4

When finished click Close Dialog.

Updated the check box menu steps and option names, removed first-person wording, and replaced the sub-group screenshot. Reworded the Make Member Type Original explanation and changed it from a caution to a tip. Added the Admin role for sub-group management and clarified when an empty sub-group is deleted.