Membership Updater Help

2022/04/30 update

Page Contents

Add Window

Overview

The Add window is opened by clicking the Add button on the Switchboard, Update, or Report windows. It is used to enter new member information (including their truck information).

Clicking the “? Change ID” label provides pop-up information related to the ID field

The usage of the Send-Email button (below the Email field) is explained by the pop-up when clicking the “? About” label.

The Truck-Descriptions button (lower left) provides a pop-up list of names which have been used for trucks. The pop-up list is based on the truck-classes entered in the field to the right of the button. This aids in entering the Truck Description column when adding a new truck.

Note – Any time a Navigation button is clicked, the fields of the new member being added are verified for correctness. This can result in field error messages which must be resolved. Click to open a PDF of Example-Error message screen shots.

This window has Navigation buttons right side of window as listed below:

  • Help-Link – links to this page (Membership Updater Help page of fmaatc.org). The page opens in a new Tab. The FMAATC Membership Update remains open with the current window displayed.
  • Update – closes the Add window and opens the Update window.
  • Add Another – closes the Add window and reopens a fresh Add window.
  • Switchboard – closes the Add window and opens the Switchboard window.

US member adds require the following:

ID – formatted as STCLLLL9 – enter as UPPER CASE

  • ST = State
  • C = City (first character)
  • LLLL = first four of last name
  • 9 = unique qualifier (if there are multiple members with the same ID, each is assigned a separate number – 9, 8, 7…..)

Canadian member adds require the following:

ID – formatted as XPRLLLL9 – enter as UPPER CASE

  • X = constant for Canadian
  • PR = Provence
  • LLLL = first four of last name
  • 9 = unique qualifier (if there are multiple members with the same ID, each is assigned a separate number – 9, 8, 7…..)

Provence, Postal Code and Country Information – entered in the following fields:

  • State = Provence
  • Zip = Canadian Postal Code (six characters)
  • Country = Canada

Foreign member adds require the following:

ID – formatted as ZCOLLLL9 – enter as UPPER CASE

  • Z = constant for Foreign
  • CO = Country (first character)
  • LLLL = first four of last name
  • 9 = unique qualifier (if there are multiple members with the same ID, each is assigned a separate number – 9, 8, 7…..)

Postal Code and Country Information – entered in the following fields:

  • Zip = foreign Postal Code (as provided by the member)
  • Country = as provided by member

Update Window

The Update window is opened by clicking the Update button on the Switchboard, Add, or Report windows. It is used to change existing member information (including their truck information).

There is a Find button (upper left) which opens the “Find and Replace” dialog box (same as ctrl+f).

Clicking the “? Change ID” and “? Expire – Retainer” labels provide pop-up information related to the fields to their left.

The Truck-Descriptions button (lower left) provides a pop-up list of names which have been used for trucks. The pop-up list is based on the truck-classes entered in the field to the right of the button. This aids in entering the Truck Description column when adding a new truck.

The usage of the Send-Email button (below the Email field) is explained by the pop-up when clicking the “? About” label.

This window has the following Navigation buttons (right side of window):

  • Help-Link – links to this page (Membership Updater Help page of fmaatc.org). The page opens in a new Tab. The FMAATC Membership Update remains open with the current window displayed.
  • Report – opens the Report window. The Update window remains open.
  • Add – opens the Add window. The Update window remains open.
  • Switchboard – closes the Update window and opens the Switchboard window.

Report Window

The Report window is opened by clicking the Report button on the Switchboard, Add, or Update windows. It is used to run reports and queries.

The report and query buttons are at the top of the window. All buttons require parameters to be entered. Each button can be single-clicked to see the parameter requirements shown in the status bar (at the bottom of the window).

Example, single-clicking the Current+Donation button results in a status bar of – Create “Renewal Notices” (= Expire Year with donation based on >Low Date).

Parameter fields are in a box at the lower-left of the window. Each field has text regarding the input format and usage

This window has the following Navigation buttons (right side of window):

  • Help-Link – links to this page (Membership Updater Help page of fmaatc.org). The page opens in a new Tab. The FMAATC Membership Update remains open with the current window displayed.
  • Update – opens the Update window. The Report window remains open.
  • Add – opens the Add window. The Report window remains open.
  • Switchboard – closes the Report window and opens the Switchboard window.

Purge Window

Backup the membership.mdb file before purging records!!!!!!!!!!!!!!!

The Purge window is opened by clicking the Purge button on the Switchboard window. It allows dead-expires to be purged from the membership.aacdb file via the Dead-Expire button.

 

Dead-expires are members with an expire <= -7 years from the current date. The Purge-Date field is set to -7 years from the current date and cannot be changed.

This window has the following Navigation buttons (right side of window):

  • Help-Link – links to this page (Membership Updater Help page of fmaatc.org). The page opens in a new Tab. The FMAATC Membership Update remains open with the current window displayed.
  • Switchboard – closes the Purge window and opens the Switchboard window.

Switchboard Window

The Switchboard window is opened after logon or by clicking the Switchboard button on the Update, Report, Add, or Purge windows.

It allows navigating the FMAATC Membership Updater.

This window has the following Navigation buttons (right side of window):

  • Add – opens the Add window and the Switchboard window remains open.
  • Update button – opens the Update window and the Switchboard window remains open.
  • Report – opens the Report window and the Switchboard window remains open.
  • Purge – opens the Purge window and the Switchboard window remains open.
  • Maintenance – opens tblUserNames and the Switchboard window remains open. This button is only displayed for maintenance users.
  • Help-Link – links to the Membership Updater Help page of fmaatc.org. The page opens in a new Tab. The FMAATC Membership Update remains open with the current window displayed.
  • Exit – closes the FMAATC Membership Updater.

Page Contents