End of Year Tasks
Archiving Message Board Posts
When moving to a new year, it's often helpful to archive any Message Board posts from this year and clear things out for the coming year. You can schedule the archival of past message board posts as part of the Year End Checklist. Only posts in the ...
Reset Custom Fields
When moving to the next year, it's helpful to be able to clear information in custom fields on Parent and Student records. You can schedule that to happen automatically for all of your custom fields on the Year End tab. For each field, you can ...
Duplicating and Archiving Forms
The Year End Checklist makes it easy to duplicate current forms and archive the previous year’s forms. For each form in your list, you will have the option to: Do Nothing - Leave the current form "as is" in your list of forms. Archive Only - Move the ...
Promoting Students
Administrators can choose a date and time to promote all of their students at the same time. To promote students you will need Account Owner status. Only Active students on Active or Outdated accounts will be affected by this rollover. Go to Admin / ...
Updating Membership Expiration
When a contact becomes a member the membership has an expiration date. There are two ways for membership status and expiration dates to be given to a contact. Membership SKUs that grant membership status have an expiration date at the SKU level. ...
Updating Contact Status Expiration
All contacts in your Membership Toolkit Account have a Contact Data Expiration Date. When a user creates an account or an inactive user logs in and verifies their family's information, a data expiration date is set for that family's record. More ...
Updating Payment Processors
It is important (really important) that you keep the Account Owner information updated on your payment processors! This includes an email address that will be checked throughout the summer. TransFirst Account Owners Complete a Merchant Change ...
Updating Account Owners & Admins
It is important that you keep the information associated with your online accounts, payment processor and financial institutions current! Membership Toolkit Account Owners On your Account Information page we ask you to provide us with the names and ...
Year End Checklist
The Year End Checklist is a list of all the steps that you need to complete at the end of the year as you transition your organization to a new year and new leadership. These steps must be completed by an Account Owner on your site. Go to Admin > ...