CONTACT MANAGER DATABASE TRAINING 4.4 March 19, 2014

1. CONTACT MANAGER DATABASE TRAINING4.4March 19, 2014

2. Overview This PowerPoint will help familiarize you with information on how to use the various functions and manage information. Seven Functional Components Membership Governance Contact Lists Contacts Organizations Training Programs Secretariat Note: Components are located on the top menu bar

3. Membership

4. Primary Representatives Primary Representative section under the Members “General” tab populates this listing

5. Assistants Assistant section under the Members “General” tab populates this listing

6. Department Chairs Chairs are designated under “Department” tab in the Membership record populates this listing

7. Liaisons “ASPPH Liaisons” tab in the Membership record populates this listing

8. Admin Only Creating a Member

9. Membership - Reports Leadership Guide Membership Roster Mailing Labels Admin Only

10. Reports - Membership Roster Abridged RosterAllows you to export and print the Accredited and Associate members

11. Reports - Mailing Labels Allows you to export and print labels for the members in two different label sizes • Avery 5162 Address 1-1/3” x 4” • Avery 5163 Address/Shipping 2” x 4”

12. Export Allows you to export an Excel spreadsheet or a Text file of the Member Schools & Programs

13. Show All This sorting feature allows you to narrow down your membership list.

14. Admin Only General and Details

15. Departments

16. ASPPH Liaisons

17. Employees Organization field generates Employee Listing

18. Students & Alumni Graduated From field generates Students & Alumni Listing

19. University SUBSIDIARY/ CHILD PARENT

20. Governance

21. Governance - Members ADD and REMOVE contact from listing

22. Governance - Configuration

23. Contact Lists

24. Workgroups - Members ADD and REMOVE contact from listing

25. Queries - Members ASPPH Liaison tab within the membership record generates this listing

26. Contact

27. Admin Only Priority and Protected Contact

28. Creating a Contact STEP1 - PRIOR TO CREATING A NEW CONTACT Search to verify the contact doesn’t have a record created

29. Creating a Contact STEP2 – Select New Contact and Update General Tab Required fields Insert organization name for Employee contacts only. If student leave the field blank.

30. Creating a Contact New Feature

31. Creating a Contact STEP3 – Update Details and Governance tabs Allows student to populate on Students & Alumni listing Step 2: Select the correct Council or Committee. Step 1: Select Add

32. Creating a Contact STEP4 – Workgroups and Note Insert information that is important pertaining to this particular contact that you would like to share with other CM users Step 1: Select Add Step 2: Select the correct Workgroup.

33. Admin Only Delete Contact

34. Contact - Email

35. Organizations

36. Creating an Organization STEP1 - PRIOR TO CREATING A NEW ORGANIZATION Search to verify the organization doesn’t have a record created

37. Creating an Organization STEP2 – Select New Organization and Update General Tab

38. Creating an Organization Subsidiaries tab would display the child organization here if the parent organization had one.

39. Creating an Organization

40. Creating an Organization

41. Delete Organization

42. QUESTIONS