Difference between revisions of "Main Menu"
(Added New Graphic and additional button for Export IG Reps) |
|||
| Line 14: | Line 14: | ||
[[Open Meeting Info Pages Report]] - Each page gives all the information we have on each meeting: Meeting info, Location, Contact, IG Reps, Meeting Content and Type. | [[Open Meeting Info Pages Report]] - Each page gives all the information we have on each meeting: Meeting info, Location, Contact, IG Reps, Meeting Content and Type. | ||
| + | |||
| + | [[Export IG Reps to Excel File]] - This creates an excel file of IG Reps that can be used for Mail Merge or import into MailChimp. | ||
[[Open Admin Menu]] - There are helper tables which contain information common across meetings. This way entry is consistent and typing is reduced. From here you can edit this information. | [[Open Admin Menu]] - There are helper tables which contain information common across meetings. This way entry is consistent and typing is reduced. From here you can edit this information. | ||
[[Close App]] - Always close the app when you are done. This is a shared file and will not sync until it has been closed. | [[Close App]] - Always close the app when you are done. This is a shared file and will not sync until it has been closed. | ||
Revision as of 09:03, 1 December 2021
Main Menu
Button Descriptions
Edit Meetings - Most of your work will be here. From here you can edit meeting, location, and personnel (Contacts and Reps) information
Edit Locations - From here you can go directly to locations. We separate location information from meeting location information because multiple meetings can be held in the same location. So for all those co-located meetings the same location information is displayed
Edit Contacts - From here you can scroll through all the contacts in the system and make whatever changes you need.
Meetings Header Index Report - Since there are so many meetings this report serves as an index so a particular meeting can be more easily found on the Open Meeting Info Pages Report
Open Meeting Info Pages Report - Each page gives all the information we have on each meeting: Meeting info, Location, Contact, IG Reps, Meeting Content and Type.
Export IG Reps to Excel File - This creates an excel file of IG Reps that can be used for Mail Merge or import into MailChimp.
Open Admin Menu - There are helper tables which contain information common across meetings. This way entry is consistent and typing is reduced. From here you can edit this information.
Close App - Always close the app when you are done. This is a shared file and will not sync until it has been closed.