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Friday, March 21, 2014

Tips for the Week!

Did you know that you can delete both active and inactive events from the Events listing in MyEventRunner?

You asked for it! We're happy to introduce the ability to delete both active and inactive events from your MyEventRunner Events Listing. Under the Actions column, you will see a 'delete' button which will allow you to remove the events you no longer want on your Events listing.


Did you know that you can archive your bulletin directly from the send screen?

 A new option on this screen, you now have the ability to archive your bulletin immediately after sending it. To do this, simply select the Archive checkbox under the "Send Your Bulletin" section. Even if you have scheduled your bulletin to be sent at a later date, if this option is selected, your bulletin will be archived immediately.


Did you know that you can cancel incorrect transactions made from within the Dues and Billing module?
We know club treasurers will appreciate this! For cases where the wrong invoice is generated for members, you can cancel the transaction instead of entering a credit or debit transaction to adjust the outstanding balance. To do this, from the Dues and Billing page, click on the 'Cancel Transaction' link on the left column under the Statement section. From here, you will be able to select the member you wish to cancel the transaction for, view their statement, select the transaction date and define the amount that is being voided. All changes will directly be displayed on the member's account statement.
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2 comments:

  1. JBGoitMarch 26, 2014 at 4:37 PM

    You need to be careful with the "archive immediately" feature. If you do it 1) you can't edit a bulletin after it's sent.. (something I have to do often) and 2) when you create the next bulletin you can't "copy from" the previous bulletin because it has gone to archive. Just small points.

    ReplyDelete
  2. ClubRunnerMarch 27, 2014 at 2:34 PM

    Hi Jim,

    You are right, once the bulletin has been archived, you cannot edit it, however you can copy the latest archived bulletin from a group. Upon navigating to the Archived Bulletins screen, you will notice that the 'Copy' button will be active for the latest bulletin on that list.

    Please let us know if you have any questions!

    ReplyDelete

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