January 13, 2014
We continue to make great strides with our new association management system (AMS).
Chapter and division presidents and treasurers continue to have access to the member rosters, and are able to export the rosters to Excel and share them with membership chairs, or anyone else who might need the information. We hope to also provide direct access to the membership chairs by February 7.
Remember, we are now working with live data, and no longer have the ability to pull historical reports. I encourage each of you to pull rosters at least once a month to see who has joined or renewed.
The rosters now include the chapter name and number, the member’s name and ID number, their email address, and their join and expiration dates. The roster also indicates if the member is certified. Based on feedback from members, we are being more conscientious of our member’s personal information, and are no longer including addresses or phone numbers on the rosters.
Rebate reports were finalized in December and are available to chapter and division treasurers online.
We are still working on member-at-large lists and will let you know when those are available.
We appreciate the positive feedback and questions we are receiving.
Kathy Schoneboom, CAP-OM
Manager, Certification & Member Services