Is it possible to run a report of members who have an e mail address in the Promato database but have elected not to receive e mails from the tennis club? Thanks
Use the Ad hoc list under menu Reports. Select Club Emails, Full name, and Email1 from the Available data items. Make Club Emails the 1st data item so that members who have opted out of receiving emails will be listed first. You can move data items up or down by clicking on the item and then the Up or Down button.
Click the Preview button to see the list. Note that all other members will still be listed following the opt outs.
Cheers………Chris
Can you highlight who the main family member is as very fustrating if you want to change info on a person only to be told you can't do this because they are linked to another person. Also if you can identify the main family member you only need to send one email to that address rather than 4 if there are four family members.
Thanks for the feedback. Do you mean on the Member List or somewhere else ? If it is the member list, then perhaps we could put some indicator beside each member who is a family head. Capturing Fees should be the only time that the system will warn you that the member is not the family head.
When several members have the same email address, Promato only ever sends one email.
It would be really handy if you could enter multiple member groups in the advanced search especially when sending e-mails. I split my junior interclub members into grades and M/F so it would help not having to resend the same e-mail to several groups.
Thanks for the suggestion. Perhaps it would be even better to do it from the Member Groups List by allowing multiple groups to be selected for an email. I will add it to the “to do” list.
I’m sure you also know that you can always copy the text of your last email into a new email via the Get Last Message button. Okay for a few emails but I agree a bit tiresome if you need to do many the same.
Can you split the Juniors in the advanced search into under 12s and 12-18s? Or is there somewhere I can get this and be able to e-mail the list
Someone’s ears must have been burning because this has just been implemented. You can now search Birth Dates in the Advanced Search by specifying a From DOB and a To DOB. If you leave the From DOB blank, the search will also include members with no date of birth.
Another new feature is that Age (in years) can now be shown in the Adhoc Report. This would be a quick way to check that you have got the birth dates right after doing an Advanced Search.
Birth date calculations can be tricky so I hope this all helps.
Is it possible to cancel a fee that has erroneously been entered against a member. A big blunder on my part.
You cannot cancel a fees transaction altogether but, as long as it is the most recent transaction for the member, you can Edit it and set the amount to zero. Always a good idea to add a note to explain why.
Hi,I used the 'Get Fees" option in Format Renewals which is great apart from the fact that it does not bring in the "Other Fees". The online renewal process caters for the Other Fees well, but some members have printed off the notice and not paid their interclub fee because it is not shown. Can we add the Other Feesto the Notice?
Good idea. It may be difficult to put them automatically in a suitable place because of the variety of things that Other fees are used for. However, at the very least the system could remind you that there are Other fees defined.
Thanks for the suggestion.
This year MTC are recruiting our Junior U 12 members via the primary school teams and will receive a lump payment for their fees from our Association. It is extremely useful to record all these players on Promato but we are not looking forward to entering a separate payment for well over 100 juniors. Is there any clever way we can overcome this, we probably do need to record amount etc, only paid and the lump sum. I have thought of making the Association a member and the Juniors as their family?
Sounds like that could be a great success. However, I would not set them up as a family as there will be far too many. I suggest creating a new Member Type called something like School Juniors so that you can easily identify them later in searches.
You will need to Add each member separately as per usual and then I would do a Capture Fees immediately for a zero amount to set them to Paid. The capture fees will be quick because you only need to enter the 0 amount and click Update. This will be quicker than attaching each member to a family head.
Finally you could create one member for the association and record the total fees paid against them. Hope that helps and let me know how you get on.
I note that a phone list excludes members that have "restricted privacy". However, if you generate an "Email List" report, all members including restricted privacy members are generated with email and phone numbers. I would have thought restricted privacy members would be excluded for Email List reports?
The reasoning behind this is that a members’ phone list is often made available to all members, whereas an email or address list is not. These lists are generally used by club officers only.
However, you raise an interesting point. Perhaps the lists could have a tickbox option for excluding privacy requesters. I will add this to the “wish list”.
Is it possible to set up a single member with 2 e mail addresses e.g. a junior with separated parents so both households get communications?
Two email addresses per member is on the wish list. It has become a popular request and will be implemented by the end of October.
Is it possible to send a filtered e-mail to receipt the members that have paid instead of having to do one per member when changing status?
Not sure what you mean with this question. Could you explain what you want to do ? An example could help. Thanks.
I cannot remember if it is possible to exclude members e.g. Hon or Life from automatically receiving an invoice?
Members with a Fees status of Honorary are automatically excluded from the printing or emailing of Renewal Notices.
How do you get a list of all members email addresses ?
Click menu Reports. Then either use either the Email List or the Adhoc List. Both of these reports will list all members selected in your member list at that time.
If you want to omit members who do not have an email address then first do an Advanced Search on the member List and set a condition Email contains anything
Similarly you can get a list of members who do not have an email address by searching for Email contains nothing
How often do you back up all your membership files onto another server or tapes? [Our club use Promato but I'm concerned how safe is our data.] There appears to be no export function.
Good question thanks. Backup is nightly and a separate copy is also maintained independently of the hosting company. If you have Administrator rights for your club then you will see an Export function on the Reports menu.
Is it possible to have two email addresses for one membership? In the Juniors, there are often children who need both parents to receive emails. Thanks
Hi, You’re not the first to ask about this and so two email addresses is now on the wish list. Once the current major upgrade is bedded in we’ll take a look at doing it.
Hi
Could you advise me on how to set up a new treasurer to have access to Promato and how to remove access for the old treasurer?
Thanks
Find the member and display their profile. Among the function buttons at the bottom you will see a Login button. Click it to change or remove access rights for the member. For help on the different levels of access, just click the big ? at the top right of the screen.
To see a list of all members who have access rights, click the menu option System Users. You can also edit their login from this screen.
