Popular Articles

  1. Merging Member Records

    Quick Steps: Members > Members Listing > View Member Record > Merge > Search for the member you're merging with >  Merge the old record into the new record 1. Within the Management Console, select Members from the...
  2. Browse Button Not Appearing in Classic Console

    Older version of Chrome Google Chrome has recently changed default settings for displaying Adobe Flash content, and this may be why your browse button is not appearing. To change this setting, follow the steps below: Check that you are using the m...
  3. Adding Custom Fields

    Quick Steps: Go to Administration > Custom Fields > Edit. Complete the details for each field to be added. 1. Within the Management Console, select Administration from the top menu, then Custom Fields from the left menu 2. Cli...
  4. Appending Email Recipients to an Email Database

    Quick Steps: Tools > Email Databases > Append File to Database The ability to add multiple email addresses to an email database can be achieved through utilising this function. 1. Create your email database in Excel. The system req...
  5. Requesting A Transfer

    Quick Steps: Membership > Transfers > Network Search > Locate Member > Request Transfer.  The organisation that the member wishes to transfer TO must request the transfer. Please note, if the member currently ha...
  6. Member Statuses

    Quick Steps: Members > Members Listing 1. Within the Management Console, select Members from the top menu, then Members Listing from the left menu. 2. Complete a search for the member that you need to update the status of, or if you...
  7. Entry Types

    Quick Steps: Go to Events > Select Event > Entry Types > Types > Actions > Add 1. Within the OST Console, select  Events  from the top menu, then click on the name of the event, or Actions > V...
  8. Adding Attachments to Emails

    Quick Steps: Method 1 - Tools > Documents Method 2 - Website > Image Gallery When sending an email, sometimes you will need to add an Attachment with additional information. While the WYSIWYG Editor does not allow you t...
  9. Email Templates

    Email Templates can be used to have already established emails sent to your members quickly. This allows you to have a base email ready and then simply make edits where necessary before sending out to your members 1. Select Utilities from t...
  10. Making a Member Financial

    Quick Steps: Members > Members Listing > Search for Member > View > Subscription 1. Within the Member Listing, access the Member Detail page by searching for the member and viewing their profile. 2. Click Subscription...