The Actions|Special menu item on the Main Window will display a window that contains a choice of special actions to perform. Some of these actions should be performed only on the advice of the Compugene Software technical support department, as they are used to clear internal data integrity errors or to create files that can be e-mailed to Compugene Software technical support to aid in the diagnosis of a problem. Various other special actions are invoked to produce special reports or to handle various situations that might occur at your site. These are documented in the information below:


0 Allow void/deletes
Use this special action to make credits already used to pay items available to be voided or removed; or if this was the situation already in effect, then clicking this Special Action item will have the reverse effect and will not allow credits already used to pay items to be voided or removed. The system default is that credits already used to pay items will not allowed to be voided or removed. If you change the setting to allow void/deletes of credit items by using this Special Action, it will only remain in effect for this execution of the system.

1 Check
This special action will check the integrity of the records in the financial transaction file of your database and display any errors that may be found. You also have a chance to have the system try to correct errors of various types. The errors that might be found are: duplicate use of a record, a record marked in-use that cannot be found to be in-use, and a record marked not in-use that is found to be in-use. Note: discovery of many errors indicates a problem with your database and Compugene Software technical support should be notified (preferably via an e-mail that would also have your database as an attachment to the e-mail so that it can be reviewed and corrected by our tech support staff and e-mailed back to you).

3 Finish transfer
This action will re-set internal flag values so that a transfer of a member to non-member or non-member to member that did not fully complete will fully complete when you re-initialize or exit and restart the program.

4 Restore member/non-member
This action will open a window that will allow you to select from a list of eligible previously deleted members or non-members that you want to restore to your database. An eligible record is one whose unique internal id number does not match the unique internal id number of an existing record in your database. Thus if you deleted a record, restored it and then deleted it again, two occurrences of that record would exist in the deleted records file and either one, but not both, would be eligible for restoration. A date next to each occurrence can help you decide which one to restore. However, once you restored one of the deleted occurrences, you would now have a record with that internal id number on your database and thus the other deleted occurrence of that record is not eligible for restoration and would not display on the deleted members window. You would need to delete the record from the database again in order to be able to select one of the deleted occurrences for restoration.

5 Setperm
This action will ask you to provide a file that has names of permanent seat holders in the format of one per record as last name / first name. It will then update your database by marking each name that it finds in your file as a permanent seat holder in the database. The first name must match the first name as set using the current addressing options and your provided file must be sorted by last name.

6 Special
This action will display a window where you can enter a special password to allow special menus to display after the password is entered correctly. This action should be used only with the guidance of Compugene Software technical support personnel.

7 Stripe
This action will check member and non-member records in your database and ensure that they all have unique internal identification numbers. This action should never be required by the ordinary user unless some data integrity problems have occurred.

8 Update legacy building
This action will fix invalid full building amount fields related to legacy building payments. A legacy building payment is one that is indicated as having been made some time before you were tracking such payments with the Compugene Membership System.

10 Update paid-up mismatches
This action item will reconcile the paid-up flag in a member record with the goodstanding value in the same member record based on the current pay period. Should never be required if there have been no data integrity problems with your database.

11 Seat chains
This action item can be used by those users who have installed and are using the Seating feature to reconcile local and global seat chains for permanent and regular seats. It will: a) remove duplicate seats from the global chain, b) remove duplicate seats from all local chains and fix pointers, c) find locals not on the global chain and add to the end of the global chain, d) find globals not on a local chain and add them to the proper local chain, e) remove mismatched local/global from global chain. It produces a comprehensive report displaying all actions taken. This action item should only be used under the guidance of Compugene Software technical support personnel.

12 Perm --> Last Year
This action item can be used by those users who have installed and are using the Seating feature to move permanent seats to the last year seat chain and clear all permanent seat assignments. Should be used once a year after all seating has been taken care of for a season.

14 Fix pointers
This action item will verify and/or fix financial records and other pointers that are invalid (greater than highest number of that type). This action item should only be used under the guidance of Compugene Software technical support personnel.

15 Build general ledger
This action item can be used by those users who have installed and are using the General Ledger feature and will create a general ledger file in your database using existing payment and income information from the currently-open database. This item is usually run just one time if you have used the system over a period of time without first building a general ledger file.

16 Check dues/chevra
This action item will scan all dues amounts and verify that none are too high, based on the dues amounts in your Member Types settings, assuming no pro-rating is being used. This helps ensure that invalid dues amounts do not exist in your database.

18 Display window file
This action item will display current settings of your window file, such as the placement of different windows on your screen and the size of each window. You can only review settings with this action item, not modify them.

20 Restore/Remove financial info
This action item will remove any references to financial transactions in your database. This can be useful when you want to give a copy of your database to someone else in your organization, but you don’t want them to be able to view existing financial information. Before using this against a live database, make a backup of your database and then restore it under a different name and run this action against the new database. Or, you can use the File|Save as option to save your live database to another name before you run this against the new-named database. If you have used this action item to Remove financial information, you can use it the next time to Restore that information.

21 Update e-mail addresses
This action item will allow you to import e-mail addresses to your existing database by member name, from information in a file that you create. This file should be a .txt file created with Notepad and in the following format:
Column 1 contains the name of the member as last name, first name and column 37 contains the e-mail address; the file must be sorted in last name order.
Example:
Aaronsone, Dr. Gerald gadea@gtety.net

Note: a name in your file must exactly match a name in your existing database for the update to take place. This includes first name-last name-title (if any); spelling must also match. You can have a maximum of 2 e-mail addresses for the same member by providing 2 records with the same member name but different e-mail addresses.

22 Load grid from text
This action item causes your Accounts Receivable financial window to use data from an image of a row. It is a fast way to get your financial window to display. It is the system default. You would only need to execute this action item if you had previously executed item number 23, below, during this use of the system.

23 Load grid from cells
This action item sets a flag that causes your financial window, when entered, to use data from individual cells of a row after formatting each one. It is a generally slower way to get your financial window to display than having the grid load from text. See item 22, above. You would only want to execute this action item if for some reason you noticed problems when displaying financial data using the text row (the normal manner). This setting remains in effect for the duration of this use of the system or until you change it by invoking action item 22, above.

24 Check variable area
This action item will scan all your member records and display the current maximum usage for the variable storage area of the member record. This storage area has a system-defined maximum length of 440 characters, so if your highest maximum usage is close to 440, you should contact Compugene Software technical support for information on how to proceed.

25 Import sisterhood data from CSV
This action item was created to import sisterhood membership data into your database from a comma-separated value (CSV) file that you have created using the format:
name, sisterhood type, member id number 
where sisterhood type (column 2) should be: F for full member or L for life member or A for associate member

26 Create Balance Fwd/Perm seat CSV
This action item will create a CSV file named "bp.csv" in the same folder as your open database and export the following data to 4 comma-separated columns:
Member Name, Balance forward amount, Owed amount, "P" or "PERM" for Permanent seat holder or  "A" for Associate members

27 Impose sisterhood charges
This action item will scan all member records in your database and add your established sisterhood charges for all members if charges are not currently found in the Misc column on the Accounts Receivable window.

28 Update new original credit field
This action item exists for historical reasons and is no longer used.

29 Building payment analysis report
This action item will produce a member-by-member report showing details about your building fund, such as who is paid up, who owes money this year, who will owe money in the future, and who is not required to pay building fund and gives a complete summary at the end of the report. This can be very useful for keeping track of your building fund.

30 Verify plot pointers
This action item can be used by those users who have installed and are using the Cemetery feature to verify the integrity of all cemetery plot data records.

31 Create Diagnostic File
This action item will create a flat file to store all CMS registry info into a sequential file so that it can be e-mailed to Compugene Software for analysis and error diagnosis. This will allow the technical support staff of Compugene Software to simulate the settings that you have at your site so that problems can be more easily reproduced and corrected. It can also be used to keep a backup of your current CMS registry settings in case you need to restore them, using Special Action 33 (see below).

32 Update Memo Year
This action item exists for historical reasons and is no longer used.

33 Restore registry values
This action item will install CMS registry values from a previously created file that was built using Special Action 31, above. If  your registry values were somehow modified and you want to change them back to the way they were when you did action 31, you can use this special action to restore them.

34 Set fiscal year of database
This action item allows the user to set the fiscal year of the currently-open database; normally this action is performed during a New Year reset execution, but if for some reason it was not done then, it can be done at any time using this Special Action item.

35 Verify and fix Deposits Chain
This action item allows the user to verify the integrity of the Deposits transaction chain in the currently-open database and also fix most problems that can occur if the chain contents are corrupted. It is recommended that the user run this action periodically to ensure the integrity of this important transaction chain in the database.