ENTER YOUR OWN PARISHES, PREFIXES &
SUFFIXES
3/13/06
You can customize the parishes that are used in the Personal
tab for members. Just go to the Tools menu and click Tables. Select
Parish, click Add, and type a new parish name. You can do
the same for name prefixes and suffixes for you member.
ASSIGNING DUES INDIVIDUALLY
12/9/02
If you need to
assign a charge to just one member do not use Process Member Dues.
Instead, go to the member's ledger screen and click on the Add button at
the bottom. In the new window that appears, make sure Annual Dues is
selected and type in the amount and date of the transaction.
Clicking on OK will then add the amount to that member's record.
LABEL SELECTION
11/18/02
The FSPC software provides two mailing label sizes.
Two-across labels fit 20 on a sheet, two across and ten down.
Three-across labels fit 30 on a sheet, three across and ten down.
You should print a test of each to determine which size you like best.
A number of financial secretaries report that the font size is too small
on the three-across labels. The two-across labels have a larger font
size. The Avery numbers for the two-across
labels are 5261 or 5161. The Avery numbers for the three-across
labels are 5260 or 5160. Most office supply stores carry Avery brand
label sheets.
TAKE BACKUPS REGULARLY
8/13/02
This is not so much a tip as it is a reminder. FSPC users must be
aware of the importance of backing up their data. The process is
simple - see the
Backup & Restore help sheet. By
having a backup on a floppy disk you are insuring the safety of your
records. Your computer could crash (e.g. power cord could
accidentally be unplugged) and you could lose all your data. But if
you have a backup, the data is safely on a floppy disk. Also,
if you make a mistake in FSPC that is serious, you can restore a backup
and overwrite the data in FSPC with the data on the disk. You never
know what will happen - this is why you should backup your system
regularly, and keep two to three backups on hand.
FORMAT REPORTS
6/4/02
You can modify the
appearance of reports by exporting
the report to a file. For more
information, see the
Exporting Data help sheet. Once
you save the report to a file, you can open up the file in another program
like Excel or Word and change the formatting of fonts, spacing, etc.
SEARCH THE FSPC WEBSITE 4/17/02
You can search for a certain topic or phrase in the FSPC
website. Simply go to Google (www.google.com)
and type in FSPC followed by key search words. For example, type in
'FSPC 2nd notice.' The first results returned will be pages with
those terms on them. This is a quick way to search for relevant
information in the FSPC website.
QUICK-PICK FROM
LISTS
4/5/02
You can quickly jump to names
listed in the Select windows in FSPC. For example, in Member
Information, clicking on the Member button brings up the Select Member
window which lists all the members. Type a letter on the keyboard to
jump to last names beginning with that letter. The same can be done
in the Select Query window and in the Data Source Fields
window
(User Defined Reports). Also, instead of typing one letter, two can
be typed in rapid succession - for example, typing O U will take
you to Outstanding Balance in the list of queries. This trick saves
you from scrolling down long lists.
COUNCIL FORMS ONLINE
2/26/02
There are a number of
council forms available on the Knights of Columbus web site. There
are a dozen or so forms which can be submitted electronically, and there
are even more forms which can be printed out. Simply go to the
Knights of Columbus homepage at
www.kofc.org,
choose the Member link on the left navigation bar, choose Publications &
Forms, and choose Online Council Forms - or simply click
here to be linked immediately to the
online council forms
page.
MEMBERSHIP CARDS - QUERY SELECTION
2/15/02
When printing up membership cards, choose a query other than Membership
Cards, which is the default query. The Membership Cards
query is difficult to satisfy and some members may not be able to meet the
requirements necessary in order to have a card print out for them. A
good query to use instead is Billable Members or Associate &
Insurance.
MEMBERSHIP CARDS - PRINTING OUT CERTAIN
MEMBERS ONLY
2/15/02
see the
Printing Membership Cards for Select Individuals Only
help-sheet.
PRINTING OUT BILLS IN SECTIONS
2/15/02
You may not want to print out all your bills at once, especially if your
printer does not hold enough sheets of paper to accommodate the number of
bills. In this case, you can choose to print out a small range of
bills. After you hit Run (in the Run Reports window
with Bill selected and Printer selected), you will get a
Print window. In this window you can enter in a range of pages
to be printed - for example, from pages 1 to 25. When you finish
printing this set, you can follow the same procedure and enter pages 26 to
50. This will allow you to print your bills in manageable segments.
STORING AN EMAIL ADDRESS
2/15/02
Updated 9/23/02
The FSPC program presently has no dedicated area for storing an email
address. The best way to store an email address appears to be in the
Miscellaneous screen of the member's record. Store the address in
the Comments field.
CHANGING A
BILLING NOTICE MESSAGE
2/15/02
You may type a message
which will appear on the Billing Notice and 2nd Notice. This message
must be entered in the Process Member Dues area, located in the
Procedures menu. The Bill Message area is where you type
your message. PLEASE NOTE: if you click OK at the bottom, all your members
will be assigned annual dues. If you simply want to change the
message, click on Cancel when you are done, and the message will be
saved without charging members annual dues.
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