member management for financial secretaries. contact information: fs appointments/mm access email:...
TRANSCRIPT
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Member Management for Financial Secretaries
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Contact Information:
FS Appointments/MM Access
Email: [email protected]
Phone: 203 752 4717
Financial Secretary Training Consultant
Email: [email protected]
Phone: 520-975-7362
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Officer’s Desk Reference
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Officer’s Desk Reference Use to reference information on
subjects such as; membership issues, tax issues, home corporations, council and assembly concerns, social communications
Officer’s Desk Reference
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Deacons
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Program Calendar
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Program Calendar
Calendar of activities and events
Monitor important due dates
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By-Laws on Line
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Council By-Laws On-Line
Available to GK, FS and Council Advocate.
Template to update or create council by-laws.
Automatically approved once completed and submitted.
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Member Management
Section 1
Member information and
member profiles
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Member Management
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Opening page
shows recent changes and additions
Click here to go to Expert site
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Opening Screen: Shows recent updates and changes to program.
Helpful tips and instructions for understanding
functions in this system
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Need Help See the Expert
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Video TutorialsSee Next Slide
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RegularHonoraryHonorary Life
Last name or first letter of last name and an asterisk
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Click on name to select
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PSD, FVSM
Pg 1 of 3
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Pg 2 of 3
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Pg 3 of 3
Always save your work
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Comptroller or FS
Pg. 1 of 2
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Enter Proposer #, Name will Appear
Pg 2 of 2
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Must show status for name to show above
Error correction
SingleMarried WidowerDivorced
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Also Update Next of Kin Information and Member Status in Member Billing.
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Spouse name shown
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Continued on next slide
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Member Management
Section 2:
Council information and administration
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DGK Position Open
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Now filled
Click Submit when done
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Add parishes from which your council has members, not necessarily those
you serve.Click on search before selecting
the Parish
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Member Management
Section 3:
Print Center Reports
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.
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Years of Continuous
Service
SelectFrat & Pers’l
Info
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Vocations &
Religious Devotions
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Devotions
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Questions
This new MM program will make my job as Financial
Secretary much easier and more
fun...