Accessing the Tool

Addresses

For bulk maintenance of Physical Addresses,

1. Select Membership across the top toolbar and select Addresses.

1. The Addresses Grid will launch.

Emails

For bulk maintenance of Email Addresses,

1. Select Membership across the top toolbar and select Emails.

1. The Emails Grid will launch.

Filtering

The Addresses and Emails Grids can be filtered in the same manner as any other Grid.  For example, if a user would like a list of all members who have Statement notifications linked to an Email Address, the Emails Grid can be easily filtered to reflect this information.  Please see instructions below.

1. Filter the

1. Notification Type column to only show the Statement Notification Type. Click OK.

1. Filter the

1. Is Selected column for Checked.

1. The Grid now reflects all members in the system who have Statement notifications linked to an Email Address.

Export to Excel

The Addresses and Emails Grids can also be easily exported to Excel for further data manipulation.

To do so, filter the grid to the preferred view, and select Export on the toolbar.

The current grid view will be exported to Excel.

Multi Edit 

Just like any other Grid, the Addresses and Emails Grids can be edited in bulk via the

Multi Edit function.

For example, let’s assume a group of members, who are currently configured to receive a printed statement, would now like to receive their statement via email. In previous versions, the user would have to navigate to each member’s individual profile and edit their notification types.  With the addition of the Addresses and Emails Grids, the notification types for these members can be easily edited in one place.  Please see instructions below.

1. On the Addresses Grid, filter the grid to only show the

1. Statement Notification Type.

2. Hold CTRL to select multiple members from the grid. Right click and select

1. Multi Edit.

1. Choose the

1. Is Selected column by utilizing the drop-down arrow.  To un-select these members from the

1. Statement Notification type, leave the

1. Specify a Value field unchecked.

1. Then, click OK to continue.

1. • (Note: Other bulk edits (in addition to Is Selected) can be performed as well.)

1. Confirm the change to affect the selected records by clicking Yes.

1. Success message will return. Click OK.

1. Lastly, click Close to continue.

Now that these members are no longer configured to receive a printed statement

, they will have to be configured to receive a statement by email.

Other than step 3, please repeat the same steps as above on the

Emails Grid to configure these members for an emailed statement.

On step 3, check the

Specify a Value field within the Is Selected column to designate that the selected email addresses are selected for Statement Notification.