Feature: When you move the mouse over various buttons on the View Window, you can get further information about the data behind those buttons. For example, if you move the mouse over the Notify button, you will get a message (called a Tool Tip) that tells you how many Notifications the displayed member/non-member currently has connected to him. If you move the mouse over the Memo button, you will get a display of the first 160 characters of memo information, if there is any for this member/non-member.

Clicking the VIEW toolbar button on the Main Window will display a View text box that allows you to search for a name in the membership database to display and when the name is found, the View Window will open to display the record and allow you to perform updates of the displayed record. In the View text box, you can use the * mask character once at the end of a series of characters to search for the first entry in the database whose last name field begins with that series of characters preceding the *.

The Update Mode menu bar option on the View Window allows you to choose how to handle updates you might make. The options are:

Ask if change: if you make a change and don't click Update before returning or moving to another member, you will be asked to decide whether to make the change. This is the default if no other option is chosen.
Auto change: this option will automatically make any changes take effect when you click Return or move to another member.
Don't ask, don't change: if this option is in effect, no changes will be made unless you click the Update button after making the change and before returning or moving to another member. If you don’t click Update before returning or moving to another member, no changes will take effect.

These options remain in effect for this use of the application only. Next time you start up the program, you will get the default "Ask if change" option.

Once you enter the View window as a result of the View command, you can perform the following functions:

2-Line: makes the lastname field print on one line and the firstname field print on a second line, as opposed to lastname, firstname on a single line. If you change the value of this box (either from blank to X or from X to blank), you must click the Update button to allow the change to take effect.

The horizontal scroll bar: this control allows you to navigate to any member in the database by sliding the bar as far to the left or right as you wish or by clicking repeatedly on the arrows. Each click on the left arrow will move the system to the previous record while each click on the right arrow will move the system to the next record.

Delete: put the currently displayed record in Delete Status. If you put a record in Delete Status, you can later click Undelete (see below) before closing the database if you decide not to delete the record. Record deletions do not actually take effect until you close the database, either by: exiting the program, opening another database, or re-opening the current database.

Undelete: change the status of a record that was previously placed in Delete Status before closing the currently open database. This will prevent the record from being deleted when the database is closed. See Delete, above.

Transfer: will transfer a member record to the non-member roll and will tranfer a non-member to the Member roll.

Find: enter data in any one of the text fields and click this button and the data base will be searched for a record containing the information entered.

Update: modify any or all text fields and click this button and the change will be made to the database.

Last Viewed: this button will redisplay the data for the member or non-member previously found via the Find button (see below), if any.

Return: closes the View window and returns you to the previous window

Find: To find another record, simply type as much of the last name as you want to search for in the last name text area and leave at least one blank after it and click the Find button. All other information in the last name text box after the blank will be ignored and will not be used as part of the search.

Memo: Allows you to store information on an as-needed basis into an electronic version of a memo pad. You can put timely information here, such as when you last contacted a member or if there is an unusual financial situation, what the facts of the situation are and what the resolution is. You can use various fonts in your memo text. If you want to use a right-to-left Hebrew font, click the Keymap menu item. This will display a text box where you can enter Hebrew text in correct order. When done entering your Hebrew text, simply click the Copy button and the Hebrew text will be appended to the end of your existing memo data. The time and date of creation of the memo, time of last update of the memo, and time of last reading of the memo are displayed.
In addition, you can specify a notify date, which will cause the system to produce a message on program start-up when that date has arrived (see Options Operational topic “Memo Notify” for information on how to turn on/off the memo notification system).
Note: when you move the mouse over the Memo button, the first 160 characters of the memo text are displayed in a Tool-tip window (however, text is not displayed in the actual fonts that are used in the memo, so a Hebrew letter will display as the English key equivalent of the Hebrew letter).

Family: Displays the Family window, which allows you to enter and display the Hebrew and English names of relatives of the member or non-member and the names of the member's (or non-member's) children, in addition to all family birthdays.

Schedule: press this button to schedule events for this member or non-member

Committees: this button displays the Committee Window:


The bottom section of the Committee Window is a list of the committees that currently exist in your institution. Add a new committee by entering a committee name in the lower text box and clicking the Add Committee button. To delete an existing committee, display it in the lower text box and click the Delete Committee button. The Return button closes the Committee Window and takes you back to the View Window.
The top section of the Committee Window is where you choose what committee(s) you want to add the displayed member to and also display which committees this member is currently a member of. To display the committees this member belongs to, simply use the arrow next to the upper text box to scroll through the names in the upper text box. To add the member to a committee, display the committee name in the bottom text box. Then choose which spouse of a couple (or both) is to be on the committee via the buttons to the right. Then click the Add To button in the upper part of the Committee Window to add the member to the selected committee. To remove the member from a committee, select the committee in the upper text box and click the Remove From button.

Notify: press this button to view and/or modify or add notifications for this member or non-member. You can use the Notify window to connect a notification of the same person to as many different members/non-members as necessary, and all will be notified at the same time.

Save Contact: press this button to save the information in the displayed record as a contact entry in your Microsoft Outlook Contacts folder.

Record Number: This field displays the record number of the currently displayed record. If you enter a different valid record number, the system will automatically find the record and display its information on the View window.

Member sign-up date: this is where you enter the date that this member officially became a member. This date could be important in determining seniority in regards to seating appointments, and in case of conflicts in scheduling, and in other matters that might arise

Permanent seat indicator: if checked, this means this member owns at least 1 permanent seat

Locked indication: if checked, means data for this member cannot be changed in other windows

No label indication: if checked, means labels will not be printed for this member even if the member is part of a general label printing

Member type: choose one of the Member Types that you have set up via the Options (Options) menu/General option

Board member indicator: if checked, this member is a member of the board

Sisterhood member type: Choose different type of membership: associate, regular, life

Tribe: Choose the tribe: Kohan, Levi, Israel

Box number: the mail box or storage box (“cubbie”) number assigned to this member

Number of kids: used to determine the Youth fees that will be displayed in the Youth column of the Accounts Receivable window, based on the Youth Fee amounts set in the Miscellaneous Fees window.

Occupation: up to 2 can be specified, such as one for husband and one for wife

E-mail addresses: up to 2 can be specified, such as one for husband and one for wife. These e-mail addresses will be used to send statements to the member if the e-mail statement feature is enabled via the Options|Operational|E-mailing window and also if the check box for sending e-mail to this member is checked on this window (see below). If two addresses are specified, both will receive statements via e-mail if the above criteria are satisfied.

Seat assignments: opens up the window for Seating assignments (see Seating)

Plot assignments: opens up the window for cemetery plot assignments

Last aliyah date: enter the date of the member’s last aliyah

Special arrangements: if applicable, you can use this button/check box to display the Special Arrangements Window, which allows you to specify special lower rates for indigent members for their dues, youth, chevra and building fund amounts, and also institute a payment schedule that differs from the normal pay periods you have established for this member type.


The Special Arrangements Window (shown above) allows you to insert amounts that differ from the standard amounts for this member type as set up in the Options|General|Member Types window. You must enter amounts for Dues, Youth, and Chevra. If you check the Special check mark under the Building Amount, then the amount you enter in the Building box will be used as the amount to be charged for this member; otherwise, this member will be charged the amount displayed in the Bldg Total column of the Accounts Receivable window.  The Rollover check boxes, if checked, allow you to use the same settings for the next year after you do a New Year reset.

You can also create individual payment schedules for Dues, Bldg, or Other items by clicking the appropriate buttons. You will get a window (see below for an example of a Building Fund payment schedule window) that will allow you to enter amounts due and the dates they are due going forward.




Round Robin: opens the Round Robin (Mishloach Manot) window for this member

Relationships: this opens a window where you can specify if a member is related to another member and how they are related

E-mail statements: Allows you to indicate whether this member will receive statements via e-mail (see Options)

Items displayed on the View Window are:

Last Name: the last name of the member

Title, First, Middle for Man: the title (Mr., Dr., etc) and first and middle names of the male adult of this member’s household

Title, First, Middle for Woman: the title (Mrs., Dr., etc) and first and middle names of the female adult of this member’s household

Marital Status: choose one entry from the list

Address 1: the house number and street name

Apt: the apartment number, if applicable

Address 2: the city and state in the city,state box and the zip code in the zip code box. If the Options|Formatting|Use Organization Address for Members item is checked in Options, then this field can be left blank and the system will then automatically substitute (when displaying the address for this member on reports) the Address Line 2 and Zip Code as was entered in the Name/Address of Your Organization window, which is set via Options|Formatting|Organization.

Phone: home and office phone numbers. You can specify 2 numbers in the office phone box by clicking on the box that says 1. The second box can be used for a 2^nd office number or a cell-phone number.

Add/Change Date: set by the system and not modifiable by the user

Record Number: to display a specific record by its record number, enter the record number in this box and the system will attempt to proceed to the record number indicated and display that record in the View window.

Total Records: set by the system and not modifiable by the user