Managing Your Association

Managing Members
Once members have been added to your member list, you may view and in some cases, edit information for these members. How do I edit members informati...
Fri, Oct 12, 2018 at 11:57 AM
Guide to Online Reports
Leaders have access to a variety of reports.  Leaders may see different available reports depending on the features the association has enabled, whether it ...
Wed, Sep 19, 2018 at 11:53 AM
Reconciling memberships with payouts
Units Login : https://jointotem.com/dashboard Go to reports  Click on the payouts report Copy the amount of the payout  Go to Payments Report Export ...
Thu, Nov 15, 2018 at 9:02 AM
Viewing members by join date
Login : https://jointotem.com/dashboard Click on members Toggle over the member since column (earliest to latest or latest to earliest)  -or- Choose fro...
Thu, Oct 11, 2018 at 12:35 PM
Filtering between manual members/online members
Login : https://jointotem.com/dashboard Click on Members Click on Actions Choose Export to excel/csv Highlight the join method column Choose Filter C...
Mon, Oct 1, 2018 at 11:07 AM