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