Welcome
Association Info
Association Detail Screen Association Options Screen Association Accounting Screen Association Notes Screen Association Report Names Screen
Association Detail Screen
Association Options Screen
Association Accounting Screen
Association Notes Screen
Association Report Names Screen
System - How to
Hardware Requirements How not to capitalize? How to copy database to laptop? How to pkzip How to pkunzip How to create desktop shortcut How to determine relationships How to group email/ fax How to run Advantage Updates How to set up Relay Fax IP Address Where is the data dictionary
Hardware Requirements
How not to capitalize?
How to copy database to laptop?
How to pkzip
How to pkunzip
How to create desktop shortcut
How to determine relationships
How to group email/ fax
How to run Advantage Updates
How to set up Relay Fax
IP Address
Where is the data dictionary
Look Up Codes
Individual Module Call Back Codes Call Back Market Codes Chapters COI Codes COI Rating COI Types History Codes History Position Codes Mail Codes Position Codes Position Group Codes Prospect Codes Record Types Source Codes Specialty Codes Specialty Groups Subscription Types Telephone Prefixes Zip Codes Trade Membership Module Adjustment Codes Member Types Payment Codes Product Groups Products Service Codes Status Reason Codes Surveys Professional Membership Module Adjustment Codes Dues Codes Member Types Payment Codes Status Reason Codes Expo Module Adjustment Codes Booth Rates Codes Booth Size Codes Exhibitor Groups Exhibitor Product Categories Exhibitor Product Descriptions Exhibitor Types EXPO Types Forfeiture Codes Late Charge Codes Mail Codes Payment Codes Products Product Groups Source Codes Sponsor Pmt Codes Voluntary Amount Codes Meeting Module Meeting Schedule Types Reimbursement Codes Responsible Party Speaker Types Order Entry Module Payment Code Vendor Codes Political Action Contributions Module PAC Payment Codes Legislator Committee Codes Legislator Types Certification Module Certification Fees Course Information Payment Codes - Certification Association Change Telephone Prefix Table Data Dictionary FTP Sites Relationships How to How to add look up code
Individual Module
Call Back Codes Call Back Market Codes Chapters COI Codes COI Rating COI Types History Codes History Position Codes Mail Codes Position Codes Position Group Codes Prospect Codes Record Types Source Codes Specialty Codes Specialty Groups Subscription Types Telephone Prefixes Zip Codes
Call Back Codes
Call Back Market Codes
Chapters
COI Codes
COI Rating
COI Types
History Codes
History Position Codes
Mail Codes
Position Codes
Position Group Codes
Prospect Codes
Record Types
Source Codes
Specialty Codes
Specialty Groups
Subscription Types
Telephone Prefixes
Zip Codes
Trade Membership Module
Adjustment Codes Member Types Payment Codes Product Groups Products Service Codes Status Reason Codes Surveys
Adjustment Codes
Member Types
Payment Codes
Product Groups
Products
Service Codes
Status Reason Codes
Surveys
Professional Membership Module
Adjustment Codes Dues Codes Member Types Payment Codes Status Reason Codes
Dues Codes
Expo Module
Adjustment Codes Booth Rates Codes Booth Size Codes Exhibitor Groups Exhibitor Product Categories Exhibitor Product Descriptions Exhibitor Types EXPO Types Forfeiture Codes Late Charge Codes Mail Codes Payment Codes Products Product Groups Source Codes Sponsor Pmt Codes Voluntary Amount Codes
Booth Rates Codes
Booth Size Codes
Exhibitor Groups
Exhibitor Product Categories
Exhibitor Product Descriptions
Exhibitor Types
EXPO Types
Forfeiture Codes
Late Charge Codes
Sponsor Pmt Codes
Voluntary Amount Codes
Meeting Module
Meeting Schedule Types Reimbursement Codes Responsible Party Speaker Types
Meeting Schedule Types
Reimbursement Codes
Responsible Party
Speaker Types
Order Entry Module
Payment Code Vendor Codes
Payment Code
Vendor Codes
Political Action Contributions Module
PAC Payment Codes Legislator Committee Codes Legislator Types
PAC Payment Codes
Legislator Committee Codes
Legislator Types
Certification Module
Certification Fees Course Information Payment Codes - Certification
Certification Fees
Course Information
Payment Codes - Certification
Association
Change Telephone Prefix Table Data Dictionary FTP Sites Relationships
Change Telephone Prefix Table
Data Dictionary
FTP Sites
Relationships
How to
How to add look up code
Individual Module Individual Other Tab Individual Activity Tab Individual Notes Tab Individual Sub Menu History Maintenance History Maintenance Other Miscellaneous Info Points How to How to add a note How to add employment How to add history records How to add individual How to add miscellaneous info How to add points How to create directory How to create a word interface How to email How to look up call backs How to look up certification records How to look up COI records How to look up exhibitor record How to look up meeting info How to look up order entry records How to look up PAC record How to look up professional membership How to look up trade membership How to print DYMO label How to run billing
Individual Other Tab
Individual Activity Tab
Individual Notes Tab
Individual Sub Menu
History Maintenance
History Maintenance Other
Miscellaneous Info
Points
How to add a note How to add employment How to add history records How to add individual How to add miscellaneous info How to add points How to create directory How to create a word interface How to email How to look up call backs How to look up certification records How to look up COI records How to look up exhibitor record How to look up meeting info How to look up order entry records How to look up PAC record How to look up professional membership How to look up trade membership How to print DYMO label How to run billing
How to add a note
How to add employment
How to add history records
How to add individual
How to add miscellaneous info
How to add points
How to create directory
How to create a word interface
How to email
How to look up call backs
How to look up certification records
How to look up COI records
How to look up exhibitor record
How to look up meeting info
How to look up order entry records
How to look up PAC record
How to look up professional membership
How to look up trade membership
How to print DYMO label
How to run billing
Trade Member Module
Trade Membership Module Member Financial Tab Member Services Tab Member Notes Tab Member Sub Menu Member Payments or Adjustments Buyers Guide How to How to add a member How to add note How to add payments or adjustments How to add services How to assign billing contact How to assign chapter dues How to assign member types How to change amount 1 How to create buyers guide How to create master/multiple relationship How to create Word interface How to email How to look up individuals attached How to paste to clipboard How to run billing How to view multiples How to view payments FAQs Payment not showing up Semi-Annual Billing Services codes not displaying
Member Financial Tab
Member Services Tab
Member Notes Tab
Member Sub Menu
Member Payments or Adjustments
Buyers Guide
How to add a member How to add note How to add payments or adjustments How to add services How to assign billing contact How to assign chapter dues How to assign member types How to change amount 1 How to create buyers guide How to create master/multiple relationship How to create Word interface How to email How to look up individuals attached How to paste to clipboard How to run billing How to view multiples How to view payments
How to add a member
How to add note
How to add payments or adjustments
How to add services
How to assign billing contact
How to assign chapter dues
How to assign member types
How to change amount 1
How to create buyers guide
How to create master/multiple relationship
How to create Word interface
How to look up individuals attached
How to paste to clipboard
How to view multiples
How to view payments
FAQs
Payment not showing up Semi-Annual Billing Services codes not displaying
Payment not showing up
Semi-Annual Billing
Services codes not displaying
Professional Member Module
Professional Members Professional Member Dues Professional Member Dues History Professional Payments Professional Directory How to How to add a member How to add payments or adjustments How to add specialties How to Bill Members How to create directory FAQs Payment not showing up
Professional Members
Professional Member Dues
Professional Member Dues History
Professional Payments
Professional Directory
How to add a member How to add payments or adjustments How to add specialties How to Bill Members How to create directory
How to add specialties
How to Bill Members
Meetings Module
Meeting Module Choose Meeting Meeting Info Detail Tab Meeting Info Acctg Tab Meeting Info Question Tab Meeting Info Confirmation Tab Event Info Detail Tab Event Notes Tab Event Financial Tab Event Participants Tab Attendee Details Tab Attendee Events Tab Attendee Dates Tab Attendee Guest Tab Attendee Sub Menu FAQ There is already payment info in the attendee record. How to How to assign tables How to change fee type How to choose a meeting How to create a group How to create Word interface How to email How to email confirmation How to post an adjustment How to post attendee payments How to print DYMO badge How to print DYMO label How to print laser badge How to register individuals How to register without payment How to set up a meeting How to set up events
Choose Meeting
Meeting Info Detail Tab
Meeting Info Acctg Tab
Meeting Info Question Tab
Meeting Info Confirmation Tab
Event Info Detail Tab
Event Notes Tab
Event Financial Tab
Event Participants Tab
Attendee Details Tab
Attendee Events Tab
Attendee Dates Tab
Attendee Guest Tab
Attendee Sub Menu
FAQ
There is already payment info in the attendee record.
How to assign tables How to change fee type How to choose a meeting How to create a group How to create Word interface How to email How to email confirmation How to post an adjustment How to post attendee payments How to print DYMO badge How to print DYMO label How to print laser badge How to register individuals How to register without payment How to set up a meeting How to set up events
How to assign tables
How to change fee type
How to choose a meeting
How to create a group
How to email confirmation
How to post an adjustment
How to post attendee payments
How to print DYMO badge
How to print laser badge
How to register individuals
How to register without payment
How to set up a meeting
How to set up events
Housing Module
Hotel Information Details Hotel Information Rooms Hotel Reservations How to How to set up hotels How to establish room rates How to reserve a room
Hotel Information Details
Hotel Information Rooms
Hotel Reservations
How to set up hotels How to establish room rates How to reserve a room
How to set up hotels
How to establish room rates
How to reserve a room
EXPO Module
EXPO Module Choose EXPO EXPO Info Detail Tab EXPO Accounting Tab EXPO Booth Attributes Tab Exhibitor Info Detail Tab Exhibitor Info History Tab Exhibitor Info Expo Tab Exhibitor Info Expo 2 Tab Exhibitor Sub Menu Exhibitor Payments Exhibitor Directory Exhibitor Points Exhibit Hall Floor Plan Booth Info Detail Tab Booth Staff Booth Staff Sub Menu How to How to add a booth How to add booth rates How to add booth staff How to add exhibitors How to add points How to apply a discount How to apply forfeitures & refunds How to assign booths How to create a word interface How to create booth floor plan How to create exhibitor directory How to delete booths How to delete exhibitor from booth How to email How to look up booths How to look up individuals How to look up payments How to make payments How to paste to clipboard How to print an invoice How to show multiple booths in the directory? How to track contracts FAQ Expo Booth by Volume not Calculating How to apply a discount How to show multiple booths in the directory? We don't assign booths until later date
Choose EXPO
EXPO Info Detail Tab
EXPO Accounting Tab
EXPO Booth Attributes Tab
Exhibitor Info Detail Tab
Exhibitor Info History Tab
Exhibitor Info Expo Tab
Exhibitor Info Expo 2 Tab
Exhibitor Sub Menu
Exhibitor Payments
Exhibitor Directory
Exhibitor Points
Exhibit Hall Floor Plan
Booth Info Detail Tab
Booth Staff
Booth Staff Sub Menu
How to add a booth How to add booth rates How to add booth staff How to add exhibitors How to add points How to apply a discount How to apply forfeitures & refunds How to assign booths How to create a word interface How to create booth floor plan How to create exhibitor directory How to delete booths How to delete exhibitor from booth How to email How to look up booths How to look up individuals How to look up payments How to make payments How to paste to clipboard How to print an invoice How to show multiple booths in the directory? How to track contracts
How to add a booth
How to add booth rates
How to add booth staff
How to add exhibitors
How to apply a discount
How to apply forfeitures & refunds
How to assign booths
How to create booth floor plan
How to create exhibitor directory
How to delete booths
How to delete exhibitor from booth
How to look up booths
How to look up individuals
How to look up payments
How to make payments
How to print an invoice
How to show multiple booths in the directory?
How to track contracts
Expo Booth by Volume not Calculating How to apply a discount How to show multiple booths in the directory? We don't assign booths until later date
Expo Booth by Volume not Calculating
We don't assign booths until later date
Center of Influence Module
COI Center of Influence COI Notes/Profile Tab COI Contacts Tab COI PAC Info Tab Contacts Contact COI Info Tab Contact COI PAC Info Tab How to How to add COI records How to attach contacts
COI
Center of Influence COI Notes/Profile Tab COI Contacts Tab COI PAC Info Tab
Center of Influence
COI Notes/Profile Tab
COI Contacts Tab
COI PAC Info Tab
Contacts
Contact COI Info Tab Contact COI PAC Info Tab
Contact COI Info Tab
Contact COI PAC Info Tab
How to add COI records How to attach contacts
How to add COI records
How to attach contacts
Political Action Contribution Module
PAC PAC Transactions How to How to add a PAC pledge How to add a PAC record How to create a PAC transaction How to load legislator/district info How to run EOY roll-out How to set up PAC info How to track PAC expenses PAC Info PAC Info Details PAC Info Treasurer
PAC
PAC Transactions
How to add a PAC pledge How to add a PAC record How to create a PAC transaction How to load legislator/district info How to run EOY roll-out How to set up PAC info How to track PAC expenses
How to add a PAC pledge
How to add a PAC record
How to create a PAC transaction
How to load legislator/district info
How to run EOY roll-out
How to set up PAC info
How to track PAC expenses
PAC Info
PAC Info Details PAC Info Treasurer
PAC Info Details
PAC Info Treasurer
Call Back Module
Call Backs Details Tab Call Back Notes Tab Call Back Individual Tab Call Back Membership Tab Call Back Expo Tab Call Back Sub Menu How to How to add call back record How to update send kit flag
Call Backs Details Tab
Call Back Notes Tab
Call Back Individual Tab
Call Back Membership Tab
Call Back Expo Tab
Call Back Sub Menu
How to add call back record How to update send kit flag
How to add call back record
How to update send kit flag
Order Entry
AR Tab Order Tab Order Page 2 Tab Order Sub Menu Products Products Accounting Tab Vendor Orders Vendor Receipts How to How to add invoice numbers How to add products How to add vendor orders How to delete a payment How to make order payments How to place an order How to track vendor receipts
AR Tab
Order Tab
Order Page 2 Tab
Order Sub Menu
Products Accounting Tab
Vendor Orders
Vendor Receipts
How to add invoice numbers How to add products How to add vendor orders How to delete a payment How to make order payments How to place an order How to track vendor receipts
How to add invoice numbers
How to add products
How to add vendor orders
How to delete a payment
How to make order payments
How to place an order
How to track vendor receipts
Utilities - Options
Individual Utilities Change/Delete History Codes Combine 2 ID Numbers Create Invoice No's for Directory Roll-out Directory Payments Update Call Back Send Kit Update Individual Specialty Fields Update Region Information Trade Member Utilities Bill Members Change/Delete Service Code End of Year Roll-out FTP Update to National Inactivate/Terminate/Delete Resequence Product Numbers Rezone Members Update Number of Multiples Field* Update Service Codes Memo Field* Professional Member Utilities Bill Members Inactivate/Terminate/Delete Expo Utilities Calculate Late Fees Create Floor Plan End-of-Expo Rollout Format Directory Memo Fields Refresh Directory Information Refresh Exhibitor Booths Refresh Exhibitor Points Meeting Utilities Delete This Meeting Miscellaneous Badge Recalculate Meeting Totals Repeat Events Update Attendee's Events Memo Fields Update Individual History Update Received Date Order Entry Utilities Bill Recurring Invoices Calculate Inventory Cost Create Invoice Numbers Enter Vendor Orders Order Entry Products Recalculate Inventory Totals Recurring Orders PAC Utilities EOY Roll-out Load Legislative Info from LDS Texas Electronic Filing Interface Update COI Table from LEG Table Users Users Security How to How to Add a New Table How to Assign Rights How to How to change a field Create bd/cc Group Email/Fax GL Interface Options Change Password Option Change Fields Option Change Telephone Prefix FTP Transfer Pack/Re-Index Database Send Data back to TSC
Individual Utilities
Change/Delete History Codes Combine 2 ID Numbers Create Invoice No's for Directory Roll-out Directory Payments Update Call Back Send Kit Update Individual Specialty Fields Update Region Information
Change/Delete History Codes
Combine 2 ID Numbers
Create Invoice No's for Directory
Roll-out Directory Payments
Update Call Back Send Kit
Update Individual Specialty Fields
Update Region Information
Trade Member Utilities
Bill Members Change/Delete Service Code End of Year Roll-out FTP Update to National Inactivate/Terminate/Delete Resequence Product Numbers Rezone Members Update Number of Multiples Field* Update Service Codes Memo Field*
Bill Members
Change/Delete Service Code
End of Year Roll-out
FTP Update to National
Inactivate/Terminate/Delete
Resequence Product Numbers
Rezone Members
Update Number of Multiples Field*
Update Service Codes Memo Field*
Professional Member Utilities
Bill Members Inactivate/Terminate/Delete
Expo Utilities
Calculate Late Fees Create Floor Plan End-of-Expo Rollout Format Directory Memo Fields Refresh Directory Information Refresh Exhibitor Booths Refresh Exhibitor Points
Calculate Late Fees
Create Floor Plan
End-of-Expo Rollout
Format Directory Memo Fields
Refresh Directory Information
Refresh Exhibitor Booths
Refresh Exhibitor Points
Meeting Utilities
Delete This Meeting Miscellaneous Badge Recalculate Meeting Totals Repeat Events Update Attendee's Events Memo Fields Update Individual History Update Received Date
Delete This Meeting
Miscellaneous Badge
Recalculate Meeting Totals
Repeat Events
Update Attendee's Events Memo Fields
Update Individual History
Update Received Date
Order Entry Utilities
Bill Recurring Invoices Calculate Inventory Cost Create Invoice Numbers Enter Vendor Orders Order Entry Products Recalculate Inventory Totals Recurring Orders
Bill Recurring Invoices
Calculate Inventory Cost
Create Invoice Numbers
Enter Vendor Orders
Order Entry Products
Recalculate Inventory Totals
Recurring Orders
PAC Utilities
EOY Roll-out Load Legislative Info from LDS Texas Electronic Filing Interface Update COI Table from LEG Table
EOY Roll-out
Load Legislative Info from LDS
Texas Electronic Filing Interface
Update COI Table from LEG Table
Users
Users Security How to How to Add a New Table How to Assign Rights
Security
How to Add a New Table How to Assign Rights
How to Add a New Table
How to Assign Rights
How to change a field
Create bd/cc
Group Email/Fax
GL Interface Options
Change Password Option
Change Fields Option
Change Telephone Prefix
FTP Transfer
Pack/Re-Index Database
Send Data back to TSC
Education Module
Classes Classes Details Tab Classes Notes Tab Classes Students Tab Instructors Instructors Details Tab Instructors Courses Tab Students Student Info Details Tab Student Info Courses Tab Student Info Sub Menu How to How to add a class How to add an instructor How to add a student
Classes
Classes Details Tab Classes Notes Tab Classes Students Tab
Classes Details Tab
Classes Notes Tab
Classes Students Tab
Instructors
Instructors Details Tab Instructors Courses Tab
Instructors Details Tab
Instructors Courses Tab
Students
Student Info Details Tab Student Info Courses Tab Student Info Sub Menu
Student Info Details Tab
Student Info Courses Tab
Student Info Sub Menu
How to add a class How to add an instructor How to add a student
How to add a class
How to add an instructor
How to add a student
Member Services
Member Services Module Member Services Note Tab Member Services Sub Menu
Member Services Module
Member Services Note Tab
Member Services Sub Menu
Reports (that update data)
After Print Programs Create Call Back Market Print Directory Merge FaxPress Expo Create Directory Files Expo Status Report Print Invoices/Create MM Meetings Print Badges Print Conf Letters w/o Conf Date Print Confirmation Letters by PO Order Entry Print Invoices
After Print Programs
Create Call Back Market Print Directory Merge FaxPress
Create Call Back Market
Print Directory
Merge FaxPress
Expo
Create Directory Files Expo Status Report Print Invoices/Create MM
Create Directory Files
Expo Status Report
Print Invoices/Create MM
Meetings
Print Badges Print Conf Letters w/o Conf Date Print Confirmation Letters by PO
Print Badges
Print Conf Letters w/o Conf Date
Print Confirmation Letters by PO
Print Invoices
Crystal Report Writer
How To How to add my own custom report module How to add reports to SAMS FAQs When I preview report, I see programming language Mail merge Data vs. Association initials folder
How To
How to add my own custom report module How to add reports to SAMS
How to add my own custom report module
How to add reports to SAMS
When I preview report, I see programming language Mail merge Data vs. Association initials folder
When I preview report, I see programming language
Mail merge
Data vs. Association initials folder
Partners
Advantage Seagate's Crystal Report Writer RelayFax Interfaces With
Advantage
Seagate's Crystal Report Writer
RelayFax
Interfaces With