After creating an account on Chamasoft, the next step is to add members in order to create the members group accounts, this will enable them to login and view their group financials. The account holder has the ability to add an unlimited number of members to a group. To add members follow the few simple steps. On […]
Category: Membership Management
This section contains the details of all the members in a group To view or edit member details go to; Members>Members Directory here It gives the user the option of either to view or edit the details of a member
Chamasoft allows you to lists all member transactions that have taken place in the long term To view the statement; Go to Members>Statements>Member Statements here Here you are able to view all statement of all members
Chamasoft allows you to list all the group members. On the dashboard, select Members. A drop-down menu appears. Select list members. A list of all the registered members appears as shown below: You have successfully listed all your group members.
Chamasoft allows yo to import members from an excel document. This helps to save time in case of large group with with very many members On the add members page above, click on actions and select import members options. This takes you to another page where you can download a sample excel sheet. Click on […]