| 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 - Restoring a Backup |
| 5.6 New Install - From Database Copy |
| 5.7 New Install - From ".db" Database File |
| 5.8 Normal Login |
| 5.9 Languages |
| 5.10 Login Problems |
| 5.11 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 Selecting Rows in Lists |
| 6.7 Tip of the Day |
| 6.8 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 Reporting on Absent Membres |
| 8.3 Using the Activity List |
| 8.3.1 Overview |
| 8.3.2 Search Tab |
| 8.3.3 Results Tab |
| 8.3.4 Displaying Current Attendance |
| 8.4 Working with Views |
| 8.4.1 Overview |
| 8.4.2 Working with Views |
| 8.4.3 Maintaining Views |
| 8.4.4 Changing Field Properties |
| 8.4.5 Exporting Data with a View |
| 8.5 Maintaining Activity Records |
| 8.5.1 Working with Activities |
| 8.5.2 Advanced Options |
| 8.5.3 Recording Activity Attendees |
| 8.5.4 Recording Activity Income and Expenses |
| 8.5.5 Relating Files to Activities |
| 8.5.6 Tracking Deposits |
| 8.6 Using the Activity Front Desk |
| 8.6.1 Using the Activity Front Desk |
| 8.6.2 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 Housekeeping |
| 9.9.1 Maintaining Tables |
| 9.9.2 Testing Data Integrity |
| 9.9.3 Using the Event Log |
| 9.9.4 Clearing all Print Receipt Settings |
| 9.9.5 Clearing all Membership Flag Settings |
| 10 Database Backup/Restore |
| 10.1 Backing Up the Database |
| 10.2 Restoring a Backup |
| 10.3 Resetting a Database |
| 11 Database Profiles/Licenses |
| 11.1 Applying a License |
| 11.2 Importing/Exporting Database Profiles |
| 11.3 Maintaining Database Profiles |
| 12 Local Database Server Utility |
| 12.1 Server and Database Overview |
| 12.2 Using the Server Utility |
| 12.3 Starting the Server Automatically |
| 12.4 Running the Server as a Windows Service |
| 12.5 Maintaining Tables |
| 12.6 Deleting a Database |
| 13 Deposits |
| 13.1 Tracking Deposits |
| 14 Email |
| 14.1 Sending Email |
| 14.2 Loading Email Messages |
| 14.3 Formatting HTML Email |
| 14.4 Working with Email Profiles |
| 14.5 Email Profile Examples |
| 14.6 Removing Email Addresses |
| 14.7 Viewing Sent Mail |
| 14.8 Troubleshooting Email |
| 15 Group Records |
| 15.1 Overview |
| 15.2 Using the Group List |
| 15.2.1 Overview |
| 15.2.2 Search Tab |
| 15.2.3 Results Tab |
| 15.2.4 Building an Email List |
| 15.2.5 Sending Email |
| 15.2.6 Working With Previews |
| 15.2.7 Viewing Contact Information |
| 15.3 Working with Views |
| 15.3.1 Overview |
| 15.3.2 Working with Views |
| 15.3.3 Maintaining Views |
| 15.3.4 Exporting Data with a View |
| 15.4 Maintaining Group Records |
| 15.4.1 Working with Groups |
| 15.4.2 The "Auto-Relate" Group |
| 15.4.3 The "Report Default" Group |
| 15.4.4 Using Multiple Addresses |
| 15.5 Group Record Tab Pages |
| 15.5.1 General Tab |
| 15.5.2 Status Tab |
| 15.5.3 Items Tab |
| 15.5.4 Members Tab |
| 15.5.5 ToDo Tab |
| 15.5.6 Custom Tab |
| 16 Lists (Dropdown Lists) |
| 16.1 Overview |
| 16.2 Merging/Combining Values |
| 16.3 Activity Roles |
| 16.4 Activity Types |
| 16.5 Address Names |
| 16.6 Attendance Statuses |
| 16.7 Categories & Items |
| 16.8 Cities |
| 16.9 Club Types |
| 16.10 Counties |
| 16.11 Countries |
| 16.12 Credit Card Names |
| 16.13 Custom Fields |
| 16.14 Locations |
| 16.15 Location Types |
| 16.16 Occupation Names |
| 16.17 Phone Types |
| 16.18 Posting Types |
| 16.19 Private Field Labels |
| 16.20 References |
| 16.21 Relationship Types |
| 16.22 States/Provinces |
| 16.23 Status Codes |
| 16.24 Stored Comments |
| 17 Membership Records |
| 17.1 Overview |
| 17.2 About Member IDs |
| 17.3 Photos |
| 17.4 Preloaded Member IDs |
| 17.5 Using the Membership List |
| 17.5.1 Overview |
| 17.5.2 Search Tab |
| 17.5.3 Results Tab |
| 17.5.4 Building an Email List |
| 17.5.5 Adding Members to a Group |
| 17.5.6 Adding Members to Activities |
| 17.5.7 Choosing Random Members |
| 17.5.8 Sending Email |
| 17.5.9 Working with Previews |
| 17.5.10 Viewing Contact Information |
| 17.6 Working with Views |
| 17.6.1 Overview |
| 17.6.2 Working with Views |
| 17.6.3 Using the Add/Edit View Window |
| 17.6.4 Changing Field Properties |
| 17.6.5 Exporting Data with Views |
| 17.6.6 Exporting or Importing Views |
| 17.7 Maintaining Member Records |
| 17.7.1 Working with Members |
| 17.7.2 Friends and Family |
| 17.7.3 Building an Email List |
| 17.7.4 Changing Data (Bulk) |
| 17.7.5 Maintaining a Member Photo |
| 17.7.6 Using Multiple Addresses |
| 17.7.7 Scanning a Driver License |
| 17.7.8 Sending Email |
| 17.7.9 Status Change History |
| 17.7.10 Default Membership Statuses |
| 17.8 Dues and Donations |
| 17.8.1 Dues Overview |
| 17.8.2 Dues Tab |
| 17.8.3 Donations Tab |
| 17.8.4 Posting to Multiple Records |
| 17.8.5 Posting Dues Automatically |
| 17.8.6 Deleting Postings from Multiple Records |
| 17.8.7 Maintaining Posting Types |
| 17.8.8 Maintaining Member Credit Card Data |
| 17.8.9 Using the Dues Calculator |
| 17.9 Membership Record Tab Pages |
| 17.9.1 General Tab |
| 17.9.2 Status Tab |
| 17.9.3 Private Tab |
| 17.9.4 Dues Tab |
| 17.9.5 Donations Tab |
| 17.9.6 Items Tab |
| 17.9.7 Associated Tab |
| 17.9.8 Friends/Family Tab |
| 17.9.9 ToDo Tab |
| 17.9.10 Custom Tab |
| 17.9.11 Activities Tab |
| 18 Moving the Software |
| 18.1 Moving the Software |
| 19 Preferences |
| 19.1 Preferences Overview |
| 19.2 Activity Front Desk Preferences |
| 19.3 Database Preferences |
| 19.4 Financial Preferences |
| 19.5 Group Preferences |
| 19.6 Login Preferences |
| 19.7 Logoff Preferences |
| 19.8 Membership Preferences |
| 19.9 Miscellaneous Preferences |
| 19.10 Organization Preferences |
| 19.11 Report Preferences |
| 20 Reports |
| 20.1 Reports Overview |
| 20.2 Adjusting Report Margins |
| 20.3 Using the Print Window |
| 20.4 Setting the Default Club |
| 20.5 Printing a Report |
| 20.6 Deleting Report Definitions |
| 20.7 Saving Report Definitions |
| 20.8 Troubleshooting |
| 20.9 Entering Report Criteria |
| 20.9.1 General Settings |
| 20.9.2 Criteria Settings |
| 20.9.3 Selecting a Criteria Field |
| 20.9.4 Selecting an Operator |
| 20.9.5 Selecting a Criteria Value |
| 20.9.6 Entering Date Criteria |
| 20.9.7 Saving Criteria |
| 20.9.8 Exporting or Importing Criteria |
| 20.9.9 Search Criteria Examples |
| 20.10 Report Descriptions |
| 20.10.1 Activity Attendance |
| 20.10.2 Activity Attendance Totals |
| 20.10.3 Activity Balance |
| 20.10.4 Activity by Group |
| 20.10.5 Activity by Member |
| 20.10.6 Activity Counts - By Date |
| 20.10.7 Activity Counts - By Date/Time |
| 20.10.8 Activity Detail |
| 20.10.9 Activity Detail (w/Absentees) |
| 20.10.10 Activity Check-In Not Found |
| 20.10.11 Activity Hours by Member |
| 20.10.12 Activity List |
| 20.10.13 Activity Summary |
| 20.10.14 Activity Totals by Type |
| 20.10.15 Activity Type by Member |
| 20.10.16 Assigned Items |
| 20.10.17 Birthday List |
| 20.10.18 Group List |
| 20.10.19 Group Membership |
| 20.10.20 Compact Membership List |
| 20.10.21 Compact Membership List 2 |
| 20.10.22 Contact List |
| 20.10.23 Credit Cards on File |
| 20.10.24 Deposit Detail |
| 20.10.25 Directory Listing |
| 20.10.26 Donation Summary |
| 20.10.27 Donations by Date |
| 20.10.28 Donations by Member |
| 20.10.29 Donations Receipt |
| 20.10.30 Dues Account Statement |
| 20.10.31 Dues Account Statement 2 |
| 20.10.32 Dues Balance |
| 20.10.33 Dues Receipt |
| 20.10.34 Dues Schedule |
| 20.10.35 Dues Standings |
| 20.10.36 Liability Waiver |
| 20.10.37 Mailing Labels (Clubs/Members) |
| 20.10.38 Member Activity by Group |
| 20.10.39 Membership by Country |
| 20.10.40 Membership Cards |
| 20.10.41 Membership Data Export |
| 20.10.42 Membership History |
| 20.10.43 Membership Statistics - Brief |
| 20.10.44 Membership Statistics - Full |
| 20.10.45 Membership Status |
| 20.10.46 Multiple Group Affiliation |
| 20.10.47 Name & ID List |
| 20.10.48 Phone List |
| 20.10.49 Photo ID Cards |
| 20.10.50 Postings - by Date |
| 20.10.51 Postings - by Month |
| 20.10.52 Postings - by Source |
| 20.10.53 Postings - by Type |
| 20.10.54 Postings - Listing |
| 20.10.55 Postings - Totals by Year |
| 20.10.56 Postings - Totals by Yr/Month |
| 20.10.57 Receipt Listing |
| 20.10.58 Retention |
| 20.10.59 Related Members |
| 20.10.60 Related Members (Contact) |
| 20.10.61 Return Address Labels |
| 20.10.62 Roster |
| 20.10.63 Status Change History |
| 20.10.64 Status Codes |
| 20.10.65 Status Codes (Complete) |
| 20.10.66 Stored Comments |
| 20.10.67 Summary - Group |
| 20.10.68 Summary - Individual |
| 20.10.69 ToDo List |
| 20.11 PSR Format Reports |
| 20.11.1 Saving PSR Reports |
| 20.11.2 Viewing a Saved PSR Report |
| 20.12 User-Defined Reports |
| 20.12.1 Overview |
| 20.12.2 Working with User Defined Reports |
| 20.12.3 Changing Field Properties |
| 20.12.4 Smart Fields |
| 20.12.5 Exporting or Importing |
| 20.12.6 Making a Bar-Coded Member ID Card |
| 21 Search Criteria |
| 21.1 Entering Basic Search Criteria |
| 21.2 Entering Advanced Search Criteria |
| 21.3 Selecting a Criteria Field |
| 21.4 Selecting an Operator |
| 21.5 Selecting a Criteria Value |
| 21.6 Entering Date Criteria |
| 21.7 Saving Criteria |
| 21.8 Exporting/Importing Criteria |
| 21.9 Using the Quick Search Window |
| 21.10 Advanced Search Examples |
| 22 Snapshots |
| 22.1 Overview |
| 22.2 Using the Snapshots Window |
| 23 ToDo List |
| 23.1 Overview |
| 23.2 Working with the ToDo List |
| 23.3 Printing the ToDo List |
| 24 Users, Passwords, and Security |
| 24.1 Overview |
| 24.2 Working with Users |
| 24.3 Passwords |
| 24.4 Security Groups |
| 24.5 Security Settings (Viewing) |
| 24.6 Showing Active Users |
| 24.7 Record Locking |
| 24.8 Running an SQL File |
| 25 Registering/Buying a License |
| 25.1 Why Bother to Register? |
| 25.2 How to Purchase |
| 25.3 Using a New License |
| 25.4 Using Database Profiles |
| 25.5 Contacting Support |
| 26 Troubleshooting |
| 26.1 Contacting Support |
| 26.2 The Help/About Window |
| 26.3 The System Error Window |
| 26.4 Uninstalling MemberTies |
| 26.5 Common Questions/Issues |
 | 26.5.1 Associating Saved Reports with the Report Viewer |
| 26.5.2 Can I put the database on a network drive? |
| 26.5.3 Can I use the same license for more than one database? |
| 26.5.4 Do you accept credit cards for registration payment? |
| 26.5.5 How do I handle dues payments that apply to more than one person? |
| 26.5.6 How do I hide tabs I don't want to see? |
| 26.5.7 How do I select more than one row in a list? |
| 26.5.8 How do I sort on a combined user report field? |
| 26.5.9 How do I track a Committee? |
| 26.5.10 Our licensed organization name changed! |
| 26.5.11 The Member ID Column Sorts Incorrectly |
| 26.5.12 When should I use a Custom Field vs an Item? |
| 26.5.13 Where do I find information about program updates? |
| 26.5.14 Why do some members appear twice? |
| 26.5.15 Why is the date format wrong? |
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