Approved Workman Database 5.9 - User Guide

The Clubbers Module

The Clubbers Module

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The Clubbers Module

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clubber The Clubbers Module provides a very flexible high level view of all clubbers.  Initially, the grid displays only clubbers with a Status of "Active", but other status values can be selected, such as "Visitor", "Archived", "Inactive", "Graduated", or "Prospect".  The toolbar buttons or right click pop-up menu items provide a wide range of actions such as setting a clubber's Status, setting Registration to Current, setting Team Color or Team Name, or Assigning a Leader.

Ad-hoc reports can be created to analyze club data by using the powerful features of the grid. Records can be filtered, sorted, and grouped. Hide bands and/or columns and print or export the data.

Icon-Tip

Most actions on this grid, including opening member records, opening household ledgers,  printing Member Profile reports and printing Registration Forms, can be applied to multiple clubbers (up to 10) at one time using the multi-select ability.

 

MainClubbers

 

Icon

Action

Description

002-memberOpen

Open Clubber

Opens the selected clubber(s) whose individual data is then displayed in the Member Window.  (Pressing the Enter key or double clicking the row also opens the member record.)

001-memberNew

New Clubber (Ctrl-N)

Opens the Member Window with blank/default values to create a new clubber.

003-memberDelete

Delete Clubber(s) (Ctrl-D)

Removes the currently selected clubber(s). This process requires a confirmation.

072-search

Perform Search

Filters the grid to show only the clubbers whose names match the search criteria entered in the text field.  (Pressing the Enter key also performs the search/filter.)

 

Show

Filters the data in the grid based on Status. Select the boxes in the drop-down list to indicate the status(es) to display.

044-toolPhotos

View/Edit Photos

Opens the Photo dialog to manage photos.  Defaults to the selected member.

073-householdLedger

Open Household Ledger

Opens the Household Ledger for the selected clubber's family to manage fees and payments.

205-OpenRegistration

Begin Registration Process

Opens the Registration Window Dialog for the clubber's family to manage registration related events.

079-handbookNew

Assign Handbook*

Opens the Assign Handbook dialog to assign a new handbook to the selected clubber(s).

204-uniformNew

Assign Uniform*

Opens the Assign Uniform dialog to assign a new uniform to the selected clubber(s).

076-setLeader

Assign a Leader*

Opens a dialog to assign a leader to the selected clubber(s).

074-setStatus

Set Status*

Sets the status of the selected clubber(s) to one of the following: Active, Archived, Graduated, Inactive, Prospect, Visitor.

075-setTeamColor

Set Team Color*

Sets the Team Color for the selected clubber(s).

110-blackFlag

Set Flag*

Sets a colored Flag for the selected clubber(s).

077-setTeamName

Set Team Name*

Sets the Team Name for the selected clubber(s).

078-RegisterAndPay

Register and Post Payment*

Opens the Register and Post Payment Dialog to mark the Registration as current for the selected clubber(s).

096-copyEmails

Copy E-mail Addresses*

Copies the e-mail addresses of all selected rows into clipboard memory so they can be pasted into an e-mail client. The addresses are separated by either semicolons or commas as indicated under Admin > Users.

Icon-Info

Calculations must be turned "On" in order to populate the Primary E-mail Address column.

Icon-Tip

Don't paste - e-mail addresses into the usual "To:" field; instead, use the "Bcc" (blind) field so that every recipient doesn't get a list of all addresses.

176-phonesEmail

Copy Textible Phone Numbers*

Copies the textible phone numbers (that are then converted to e-mail addresses) of all selected rows into clipboard memory so that they can be pasted into an e-mail client. The addresses are separated by either semicolons or commas as indicated under Admin > Users.

Icon-Tip

Don't paste e-mail addresses into the usual "To:" field; instead, use the "Bcc" (blind) field so that every recipient doesn't get a list of all addresses.

128-reportMemberProfile

Print Member Profile

Opens the Member Profile report dialog to print a member profile for the selected clubber(s).

142-reportRegForm

Print Registration Form

Opens the Registration Form report dialog to print a registration form for the selected clubber's family.

031-gridOptions

Grid Tools

Lists actions related to the grid such as: saving or resetting a grid layout, or exporting data.

* These items are available from the Action drop-down menu on the Toolbar.

Icon-Tip

Many of the actions are also available through the right click pop-up menu.