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Member Management for Financial Secretaries PowerPoint Presentation
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Member Management for Financial Secretaries

Member Management for Financial Secretaries

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Member Management for Financial Secretaries

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Presentation Transcript

  1. Member Management for Financial Secretaries

  2. Contact Information: FS Appointments/MM Access Email: Ann.Moran@kofc.org Phone: 203 752 4717 Financial Secretary Training Consultant Email: Rod.Hofschulte@kofc.org Phone: 402 510 7250

  3. Member Management Section 1 Member information and member profiles

  4. Opening page shows recent changes and additions

  5. Helpful tips and instructions for understanding functions in this system Opening Screen: Shows recent updates and changes to program.

  6. Last name or first letter of last name and an asterisk Regular Honorary Honorary Life

  7. Click on name to select

  8. PSD, FVSM Pg 1 of 3

  9. Pg 2 of 3

  10. Always save your work Pg 3 of 3

  11. Pg 1 of 2

  12. Enter Proposer #, Name will Appear Pg 2 of 2

  13. Must show status for name to show above Error correction

  14. Spouse name shown

  15. Continued on next slide

  16. Member Management Section 2: Council information and administration

  17. Change a Current Officer

  18. Member Management Section 3: Print Center Reports

  19. Data Sort x