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Manage chapter rosters window

From Customers, select Manage chapter rosters

Chapters

This field lists the chapters.

Roster for

Displays the members enrolled in the selected chapter for the selected term.

Term

Effective Date

Displays the date upon which the radio button selections are based. This field defaults to the current system date.

Change Eff Date

Enables edit of the Effective Date field.

Id

Use this field to enter the member's ID number, or click the lookup icon to select an ID. When you enter the ID, the member's full name displays to the right of the field.

From

Use this field to enter the start date of the term.

Thru

Use this field to enter the end date of the term.

Print

Opens the Chapter Reports window where you can export chapter membership data as well as print rosters and a month-end report based on chapter enrollments, statistical reports, and labels.

See Also

Managing Chapter Members

To assign a member to a chapter

To edit a chapter enrollment

To delete a chapter enrollment


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