| 1 Welcome! |
| 2 Standard Version Overview |
| 3 Professional Version Overview |
| 4 Server and Database Overview |
 | 5 Logging In |
 | 5.1 Firewall/Antivirus Notice |
| 5.2 Overview |
| 5.3 New User Login |
| 5.4 New Upgrade or Reinstall |
| 5.5 New Install - Existing (Current) Database |
| 5.6 New Install - Existing (Old) Database |
| 5.7 Normal Login |
| 5.8 Login Problems |
| 5.9 Command Line Arguments |
| 6 Getting Started |
| 6.1 Initial Setup |
| 6.2 Getting Help |
| 6.3 Common Icons |
| 6.4 Toolbar Buttons |
| 6.5 Calendar |
| 6.6 Tip of the Day |
| 6.7 Using a New License |
| 7 Importing Data |
| 7.1 Converting an Old Database |
| 7.2 Importing Data |
| 8 Activity Records |
| 8.1 Overview |
| 8.2 Using the Activity List |
| 8.2.1 Overview |
| 8.2.2 Search Tab |
| 8.2.3 Results Tab |
| 8.2.4 Displaying Current Attendance |
| 8.3 Maintaining Activity Records |
| 8.3.1 Working with Activities |
| 8.3.2 Recording Activity Attendees |
| 8.3.3 Recording Activity Income and Expenses |
| 8.3.4 Relating Files to Activities |
| 8.3.5 Tracking Deposits |
| 8.4 Using the Activity Front Desk |
| 8.4.1 Using the Activity Front Desk |
| 8.4.2 Using Unattended Mode |
| 9 Database Maintenance |
| 9.1 Server and Database Overview |
| 9.2 Creating a New Database |
| 9.3 Deleting a Database |
| 9.4 Moving a Database |
| 9.5 Database Hosting |
| 9.6 Using a Remote Database |
| 9.7 Setting Up a Multi-User System |
| 9.8 Running the Server as a Windows Service |
| 9.9 Backups |
| 9.9.1 Backing Up the Database |
| 9.9.2 Restoring a Backup |
| 9.9.3 Resetting a Database |
| 9.10 Housekeeping |
| 9.10.1 Maintaining Tables |
| 9.10.2 Testing Data Integrity |
| 9.10.3 Using the Event Log |
| 9.10.4 Clearing all Print Receipt Settings |
| 9.10.5 Clearing all Membership Flag Settings |
| 10 Database Profiles/Licenses |
| 10.1 Applying a License |
| 10.2 Maintaining Database Profiles |
| 11 Database Server Utility |
| 11.1 Server and Database Overview |
| 11.2 Using the Server Utility |
| 11.3 Starting the Server Automatically |
| 11.4 Running the Server as a Windows Service |
| 11.5 Maintaining Tables |
| 11.6 Deleting a Database |
| 11.7 Packaging a Database |
| 12 Deposits |
| 12.1 Tracking Deposits |
| 13 Email |
| 13.1 Sending Email |
| 13.2 Loading Email Messages |
| 13.3 Formatting HTML Email |
| 13.4 Working with Email Profiles |
| 13.5 Removing Email Addresses |
| 13.6 Viewing Sent Mail |
| 14 Group Records |
| 14.1 Overview |
| 14.2 Using the Group List |
| 14.2.1 Overview |
| 14.2.2 Search Tab |
| 14.2.3 Results Tab |
| 14.2.4 Building an Email List |
| 14.2.5 Sending Email |
| 14.2.6 Working With Previews |
| 14.2.7 Viewing Contact Information |
| 14.2.8 Working with Views |
| 14.2.8.1 Overview |
| 14.2.8.2 Working with Views |
| 14.2.8.3 Maintaining Views |
| 14.2.8.4 Exporting Data with a View |
| 14.2.8.5 Renaming a View |
| 14.3 Maintaining Group Records |
| 14.3.1 Working with Groups |
| 14.3.2 The "Auto-Relate" Group |
| 14.3.3 The "Report Default" Group |
| 14.3.4 Using Multiple Addresses |
| 14.3.5 Group Record Tab Pages |
| 14.3.5.1 General Tab |
| 14.3.5.2 Status Tab |
| 14.3.5.3 Items Tab |
| 14.3.5.4 Members Tab |
| 14.3.5.5 ToDo Tab |
| 14.3.5.6 Custom Tab |
| 15 Lists (Dropdown Lists) |
| 15.1 Overview |
| 15.2 Merging/Combining Values |
| 15.3 Activity Roles |
| 15.4 Activity Types |
| 15.5 Address Names |
| 15.6 Attendance Statuses |
| 15.7 Categories & Items |
| 15.8 Cities |
| 15.9 Club Types |
| 15.10 Counties |
| 15.11 Countries |
| 15.12 Credit Card Names |
| 15.13 Custom Fields |
| 15.14 Locations |
| 15.15 Location Types |
| 15.16 Occupation Names |
| 15.17 Phone Types |
| 15.18 Posting Types |
| 15.19 Private Field Labels |
| 15.20 References |
| 15.21 Relationship Types |
| 15.22 States/Provinces |
| 15.23 Status Codes |
| 15.24 Stored Comments |
| 16 Membership Records |
| 16.1 Overview |
| 16.2 About Member IDs |
| 16.3 Preloaded Member IDs |
| 16.4 Using the Membership List |
| 16.4.1 Overview |
| 16.4.2 Search Tab |
| 16.4.3 Results Tab |
| 16.4.4 Building an Email List |
| 16.4.5 Choosing Random Members |
| 16.4.6 Sending Email |
| 16.4.7 Viewing Contact Information |
| 16.4.8 Working with Views |
| 16.4.8.1 Overview |
| 16.4.8.2 Working with Views |
| 16.4.8.3 Using the Add/Edit View Window |
| 16.4.8.4 Changing Field Properties |
| 16.4.8.5 Exporting Data with Views |
| 16.4.8.6 Renaming a View |
| 16.4.8.7 Exporting or Importing Views |
| 16.5 Maintaining Member Records |
| 16.5.1 Working with Members |
| 16.5.2 Building an Email List |
| 16.5.3 Changing Data (Bulk) |
| 16.5.4 Maintaining a Member Photo |
| 16.5.5 Using Multiple Addresses |
| 16.5.6 Scanning a Driver License |
| 16.5.7 Sending Email |
| 16.5.8 Status Change History |
| 16.5.9 Membership Record Tab Pages |
| 16.5.9.1 General Tab |
| 16.5.9.2 Status Tab |
| 16.5.9.3 Private Tab |
| 16.5.9.4 Dues Tab |
| 16.5.9.5 Donations Tab |
| 16.5.9.6 Items Tab |
| 16.5.9.7 Related Tab |
| 16.5.9.8 ToDo Tab |
| 16.5.9.9 Custom Tab |
| 16.5.9.10 Activities Tab |
| 16.5.10 Dues and Donations |
| 16.5.10.1 Dues Tab |
| 16.5.10.2 Donations Tab |
| 16.5.10.3 Posting to Multiple Records |
| 16.5.10.4 Posting Dues Automatically |
| 16.5.10.5 Deleting Postings from Multiple Records |
| 16.5.10.6 Maintaining Posting Types |
| 16.5.10.7 Maintaining Member Credit Card Data |
| 16.5.10.8 Using the Dues Calculator |
| 16.5.11 Default Membership Statuses |
| 17 Moving the Software |
| 17.1 Moving the Software |
| 18 Preferences |
| 18.1 Preferences Overview |
| 18.2 Activity Front Desk Preferences |
| 18.3 Database Preferences |
| 18.4 Financial Preferences |
| 18.5 Membership Preferences |
| 18.6 Miscellaneous Preferences |
| 18.7 Organization Preferences |
| 18.8 Report Preferences |
| 18.9 Shutdown Preferences |
| 18.10 Startup Preferences |
| 19 Reports |
| 19.1 Reports Overview |
| 19.2 Adjusting Report Margins |
| 19.3 Using the Print Window |
| 19.4 Setting the Default Club |
| 19.5 Printing a Report |
| 19.6 Entering Report Criteria |
| 19.6.1 Using the Report Settings window |
| 19.6.2 Selecting an Operator |
| 19.6.3 Entering Checkbox Criteria |
| 19.6.4 Entering Date Criteria |
| 19.6.5 Entering Dropdown Criteria |
| 19.6.6 Entering Status Criteria |
| 19.6.7 Saving Report Criteria |
| 19.6.8 Exporting or Importing Criteria |
| 19.6.9 Search Criteria Examples |
| 19.7 Report Descriptions |
| 19.7.1 Activity Attendance |
| 19.7.2 Activity Attendance Totals |
| 19.7.3 Activity Balance |
| 19.7.4 Activities by Member |
| 19.7.5 Activity Counts - By Date |
| 19.7.6 Activity Counts - By Date/Time |
| 19.7.7 Activity Detail |
| 19.7.8 Activity Hours by Member |
| 19.7.9 Activity List |
| 19.7.10 Activity Summary |
| 19.7.11 Assigned Items |
| 19.7.12 Birthday List |
| 19.7.13 Group List |
| 19.7.14 Group Membership |
| 19.7.15 Compact Membership List |
| 19.7.16 Compact Membership List 2 |
| 19.7.17 Contact List |
| 19.7.18 Credit Cards on File |
| 19.7.19 Deposit Detail |
| 19.7.20 Directory Listing |
| 19.7.21 Donation Summary |
| 19.7.22 Donations by Date |
| 19.7.23 Donations by Member |
| 19.7.24 Donations Receipt |
| 19.7.25 Dues Account Statement |
| 19.7.26 Dues Account Statement 2 |
| 19.7.27 Dues Balance |
| 19.7.28 Dues Postings |
| 19.7.29 Dues Postings by Date |
| 19.7.30 Dues Postings by Month |
| 19.7.31 Dues Postings by Type |
| 19.7.32 Dues Receipt |
| 19.7.33 Dues Schedule |
| 19.7.34 Dues Standings |
| 19.7.35 Dues Totals by Month/Year |
| 19.7.36 Liability Waiver |
| 19.7.37 Mailing Labels (Clubs/Members) |
| 19.7.38 Membership by Country |
| 19.7.39 Membership Cards |
| 19.7.40 Membership Data Export |
| 19.7.41 Membership History |
| 19.7.42 Membership Statistics - Brief |
| 19.7.43 Membership Statistics - Full |
| 19.7.44 Membership Status |
| 19.7.45 Multiple Group Affiliation |
| 19.7.46 Name & ID List |
| 19.7.47 Phone List |
| 19.7.48 Photo ID Cards |
| 19.7.49 Retention |
| 19.7.50 Related Members |
| 19.7.51 Related Members (Contact) |
| 19.7.52 Return Address Labels |
| 19.7.53 Roster |
| 19.7.54 Status Change History |
| 19.7.55 Status Codes |
| 19.7.56 Status Codes (Complete) |
| 19.7.57 Stored Comments |
| 19.7.58 Summary - Group |
| 19.7.59 Summary - Individual |
| 19.7.60 ToDo List |
| 19.8 PSR Format Reports |
| 19.8.1 Saving PSR Reports |
| 19.8.2 Viewing a Saved PSR Report |
| 19.9 Report Definitions |
| 19.9.1 Saving Report Definitions |
| 19.9.2 Deleting Report Definitions |
| 19.10 User-Defined Reports |
| 19.10.1 Overview |
| 19.10.2 Working with Standard Reports |
| 19.10.3 Maintaining Standard Reports |
| 19.10.4 Working with Cards, Labels & Rosters |
| 19.10.5 Maintaining Cards, Labels & Rosters |
| 19.10.6 Changing Field Properties |
| 19.10.7 Smart Fields |
| 19.10.8 Renaming a Report |
| 19.10.9 Exporting or Importing |
| 20 Search Criteria |
| 20.1 Entering Basic Search Criteria |
| 20.2 Entering Advanced Search Criteria |
| 20.3 Selecting an Operator |
| 20.4 Entering Checkbox Criteria |
| 20.5 Entering Date Criteria |
| 20.6 Entering Dropdown Criteria |
| 20.7 Entering Status Criteria |
| 20.8 Saving Advanced Criteria |
| 20.9 Exporting/Importing Criteria |
| 20.10 Using the Quick Search Window |
| 20.11 Advanced Search Examples |
| 21 Snapshots |
| 21.1 Overview |
| 21.2 Using the Snapshots Window |
| 22 ToDo List |
| 22.1 Overview |
| 22.2 Working with the ToDo List |
| 22.3 Printing the ToDo List |
| 23 Users, Passwords, and Security |
| 23.1 Overview |
| 23.2 Working with Users |
| 23.3 Passwords |
| 23.4 Security Groups |
| 23.5 Security Settings (Viewing) |
| 23.6 Showing Active Users |
| 23.7 Record Locking |
| 23.8 Running an SQL File |
| 24 Registering/Buying a License |
| 24.1 Why Bother to Register? |
| 24.2 How to Purchase |
| 24.3 Using a New License |
| 24.4 Using Database Profiles |
| 24.5 Contacting Support |
| 25 Troubleshooting |
| 25.1 Contacting Support |
| 25.2 The Help/About Window |
| 25.3 The System Error Window |
| 25.4 Uninstalling MemberTies |
| 25.5 Common Questions/Issues |
| 25.5.1 Associating Saved Reports with the Report Viewer |
| 25.5.2 Can I put the database on a network drive? |
| 25.5.3 Can I use the same license for more than one database? |
| 25.5.4 Do you accept credit cards for registration payment? |
| 25.5.5 How do I handle dues payments that apply to more than one person? |
| 25.5.6 How do I sort on a combined user report field? |
| 25.5.7 How do I track a Committee? |
| 25.5.8 Our licensed organization name changed! |
| 25.5.9 The Member ID Column Sorts Incorrectly |
| 25.5.10 When should I use a Custom Field vs an Item? |
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