Main

The Main tab of the Member Window tracks basic Member, Household, and Contact information and provides a list of Household Members.

ClubberMainExtID

Member section

•	(Optional) Member External ID - ten character text field to reference an ID from an external source (i.e. other software used to track church members). To make it visible, choose "Show the external ID fields on the Member form" under Admin > System Settings > Options > Members

The external IDs can be printed using the Household and Member ID List report. They can also be included on the Household List - Contact Information report. The individual external IDs can be shown on the main Clubbers and Leaders grids by making the column visible.

•	Title - selection options are determined by Admin > System Settings > Generic Lookups > Titles. Selecting a gender specific title automatically sets the Gender field.

•	First Name, Last Name, Suffix, Preferred - self explanatory!

•	Pronunciation - text box for a phonetic spelling of a difficult-to-pronounce name.

•	Mailing Name - filled automatically as other name fields are completed, but can be edited. Choose "Use a member's Title when deriving the Mailing Name" under Admin > System Settings > Options > Members

•	Photo - displays the primary photo. Multiple photos can be kept for a member. Use the navigation buttons below the frame to view other photos or add a photo.

Double click the frame to open the Photo Manager for more photo options.

•	Birth Date - Age and Current Grade will be calculated and are read-only.

The Grade can be changed in the Role if needed.

•	Gender - set automatically if a gender specific title is used, but can be selected manually.

•	Net Points - read-only field derived by calculating all of a members points for attendance, visitors, sections, etc. Spent points (entered through the Club Store) are deducted from the running total.

•	Code - five character text field to discretely categorize or tag members. Any unique codes can be used, but it is important for leaders to know what they mean. For example:

"M" to indicate there are medical issues

"B" to represent clubbers who come with the bus ministry

"L" to represent a leader in law enforcement that could be called on for a security concern

In addition to being a column on the main Clubber grid, it is used on many Report dialogs to enhance selection criteria. It can optionally be printed on the Name Tags.

•

Flag - 6 color options. This is a custom way to categorize or "flag" particular members. Like the Code field, this provides a discreet way to identify members. For example, a Red Flag could identify clubbers from a broken home where there might be a security concern. A Blue Flag could identify clubbers with a learning disability or behavioral problem. Members who need a new name tag printed or who owe money could be flagged. Note: unlike the Code field, this field is not used on report dialogs to enhance selection criteria. The Flag column can be made visible on the Clubber, Leader or Check-in grids.

Set flags for multiple members at once using the right click pop-up menu option on the Clubber or Leader grids.

•	Status - read-only. A person's status is determined automatically based on the status of the roles in the current club year. Statuses include: Active, Archived, Graduated, Inactive, Prospect or Visitor.

Role(s) for the Current Club Year

•	The roles grid is read-only and provides summary information about role(s) in the current club year. Use the Member's Roles tab to see all roles as well as additional information for each role.

•	To change a role record, select the record and then click the Edit button or double-click a row in the grid. This opens the Roles dialog which allows changes to the role.

•	To add a role, click the New button.

•	To remove a role, select the record and then click the Delete button.

When a role is deleted, all of the data associated to the role (attendance, team assignments, etc) are also deleted. Before deleting a role, first consider editing it.

There is also a right-click pop-up menu available in the grid to Edit, Add or Delete roles.

Household

•	(Optional) Household External ID - ten character text field to reference an ID from an external source (i.e. other software used to track church members). To make it visible, choose "Show the external ID fields on the Member form" under Admin > System Settings > Options > Members.

The external IDs can be printed using the Household and Member ID List report. They can also be included on the Household List - Contact Information report. The household external IDs can be shown on the main Households grid by making the column visible.

•	Filing Name, Mailing Name, Parent Name(s) - filled automatically using the following defaults, but can be edited.

Household Filing Name - Last Name followed by a dash and a list of all Preferred (First) Names. Example: "Green - Sandy, Michael, Tina". In households where persons have different last names, the last names are listed in alphabetical order, separated by "/". Example: for Rebecca Brown, Chad Smith, and David Smith - "Brown/Smith - Rebecca, Chad, David".

To re-derive the Household Filing Name, delete the current value and TAB out of the field.

o	Mailing Name - Last Name + "Family".

o	Parent Name(s) - Mr. and Mrs. + Last Name.

•	Address Line 1 - street address.

•	City, State, Zip - defaults to the City, State and Zip of your church, but can be modified.

To turn off this default, go to Admin > System Settings > Options > Members. Uncheck the box for "Use the Church's City, State and Postal Code as the default values when creating new members".

Also under Admin > System Settings > Options > Members, choose to "Overwrite City and State values when the Postal code changes and a match is found in the lookup table". If City, State, and Postal Code values are specified under Admin > System Settings > Generic Lookups > City, State, Zip, skip City and State fields and type a zip code. City and State values are filled in. To make this the default, choose "When tabbing through the address fields, skip the City and State and go directly to the Postal Code field".

•	Driving Directions - opens a dialog with a text box to track directions. Click Print Preview for a formatted report that includes contact information. This can be useful for a bus ministry.

Contact Info

•	The contact grid is read-only and provides summary information about the household's contact records.

•	To change a contact record, double click a row in the grid or select a row in the grid and then click the Edit button. This opens the E-Contacts dialog which allows changes to the contact records.

•	To add a contact record, click the New button.

•	To remove a contact record, select the record and then click the Delete button.

Use the right-click pop-up menu in the grid to Open the E-Contacts dialog or Delete contact records.

Household Members

•	This grid lists any other members in the database associated to the household.

•	To open another member's record, double click a name in the grid or use the right click pop-up menu.

•	To add a new Household Member, use the New in Hh button in the toolbar.