• Welcome!
  • Firewall/Antivirus Notice
  • Standard Version Overview
  • Professional Version Overview
  • Server and Database Overview
  • Contacting Support
  • Getting Started
    • Logging In
      • Welcome Window (new install)
      • Restoring a Backup
      • Upgrade or Reinstall
      • Normal Login
      • Modify Remote Profile
      • Languages
      • Login Problems
      • Too Many Users
    • General Functionality
    • Initial Setup
    • Ribbon Bar Tabs
    • Home Ribbon Bar
    • Keyboard Shortcuts
    • Selecting Rows in Lists
    • Changing Page Order
    • Editing Records
    • Tip of the Day
    • Viewing Program Info
  • Activity Records
    • Activity List Overview
    • Activity Ribbon Bar
    • Reporting on Absent Members
    • Viewing Current Attendance
    • Searching for Records
    • Copying an Activity
    • Working with Activities
      • Activity Overview
      • General Info Page
      • Attendance Page
        • Multi-Attendee Update
      • Income & Expense Page
      • File List Page
      • Advanced Page
    • Using the Front Desk
      • Front Desk Overview
      • Front Desk Ribbon Bar
      • Searching
      • Checking In/Out
      • Unattended Mode
  • Addresses
    • Address Overview
  • Database Toolkit
    • Overview
    • Server and Database Overview
    • Creating a New Database
    • Backup & Restore
      • Backing Up the Database
      • Restoring a Backup
    • Housekeeping
      • Moving a Database
      • Reloading System Tables
      • Maintaining Tables
      • Running a Support Script
      • Resetting a Database
      • Deleting a Database
      • Application Error
    • Remote Databases
      • Setting Up a Multi-User System
      • Maintaining Database Profiles
      • Using Database Hosting
  • Documents
    • Documents Overview
    • Documents Ribbon Bar
    • Using Database Fields
    • Working with Documents
    • Building a Record List
    • Printing
    • Formatting and Layout
      • Page Settings
      • Paragraph Formatting
      • Character (Font) Formatting
      • Bullets & Numbering
      • Using Images
      • Using Tables
      • Using Text Frames
      • Using Styles
  • Email
    • Sending Email
    • Viewing the Email Queue
    • Loading Email Messages
    • Using Database Fields
    • Working with Email Profiles
    • Email Profile Examples
    • Removing Email Addresses
    • Building an Email List
    • Viewing Sent Mail
    • Troubleshooting Email Delivery
    • Troubleshooting Email Display
  • Group Records
    • Group List Overview
    • Group Ribbon Bar
    • Searching for Records
    • Copying a Group
    • Toggling Flags
    • Working with Groups
      • Group Overview
      • General Info Page
        • Address Overview
      • Assigned Items Page
      • Membership Page
      • To Do List Page
      • Dues Postings Page
      • File List Page
      • Custom Fields Page
  • Importing Data
    • Importing Data
  • Membership Records
    • Membership List Overview
    • Member Ribbon Bar
    • Searching for Records
    • Copying a Member
    • About Member IDs
    • Sample Statuses
    • Photos
    • Adding Members to Activities
    • Adding Members to a Group
    • Checking for Duplicates
    • Changing Data (Mass Change)
    • Toggling Flags
    • Choosing Random Members
    • Working with Members
      • Members Overview
      • General Info Page
        • Address Overview
        • Viewing Status History
      • Dues Postings Page
      • Donations Postings Page
      • Friends & Family Page
      • Associated Page
      • Groups Page
      • Assigned Items Page
      • To Do List Page
      • File List Page
      • Activities Page
      • Custom Fields Page
  • Lists (Dropdown Lists)
    • Overview
    • Merging/Combining Values
    • Activities
      • Activity Locations
      • Activity Location Types
      • Activity Roles
      • Activity Types
      • Attendance Statuses
    • Addresses
      • Address Formats
      • Address Types
      • Cities
      • Counties
      • Countries
      • States
    • Association Types
    • Categories and Items
      • Categories
      • Items
      • Item Labels
    • Custom Fields
    • Genders
    • Group Types
    • Occupation Names
    • Payment Methods
    • Phone Types
    • Posting Types
    • Preloaded Member IDs
    • References
    • Status Codes
    • Status Interest Charges
    • Status Scheduled Postings
    • Stored Comments
  • Postings (Dues, etc.)
    • Postings Overview
    • Posting to Individual Records
    • Posting to Multiple Members
    • Posting to Multiple Groups
    • Posting Dues Automatically
    • Deleting Postings from Multiple Records
    • Using the Dues Calculator
    • Working with Deposits
  • Preferences
    • Preferences Overview
    • Activity Preferences
    • Front Desk Preferences
    • Database Preferences
    • Financial Preferences
    • Group Preferences
    • Login Preferences
    • Logoff Preferences
    • Membership Preferences
    • Miscellaneous Preferences
    • Organization Preferences
    • Report Preferences
  • Reports
    • Reports Overview
    • Reports Ribbon Bar
    • Working with Reports
    • Changing Margins
    • Clearing all Print Receipt Settings
    • Clearing all General Flags
    • Printing
    • Troubleshooting
    • Report Descriptions
      • Member Reports
      • Group Reports
      • Activity Report
      • Misc Reports
    • User-Defined Reports
      • Overview
      • Working with User Defined Reports
      • Exporting/Importing a Report
      • Example - Creating a User Report
      • Example - Creating a Barcoded ID Card
  • Searching for Records
    • Overview
    • Entering Basic Search Criteria
    • Entering Advanced Search Criteria
    • Selecting an Operator
    • Selecting a Criteria Value
    • Loading Criteria
    • Saving Criteria
    • Using the Quick Search Window
    • Advanced Search Examples
  • Security
    • Working with Security Groups
    • Viewing Security Settings
    • Viewing Active Users
    • Using the Event Log
    • Record Locking
  • Server Utility
    • Overview
    • Running as a Windows Service
  • To Do List
    • Overview
    • Working with the To Do List
  • Troubleshooting
    • Contacting Support
    • Common Questions/Issues
      • 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 pages of a record?
      • 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?
  • Users and Passwords
    • Overview
    • Administrator User (mtadmin)
    • Working with Users
    • Passwords
  • Views (Custom Lists)
    • Overview
    • Working with Views
    • Working With Previews
    • Exporting Data
    • Smart Fields
  • Software Updates and Licensing
    • Installing Updates
      • How Updates Work
      • Checking for Updates
      • Automatic Updates
      • How to do a Full Reinstall
    • Licensing
      • What is a License?
      • Using a License
      • Viewing License Info
    • Moving/New Admin
      • Moving the Software