Getting to Know Memberplanet – Tools for Councils
As memberplanet evolves, it is fast becoming a vital tool in the council leader toolbox! *new!* Find your local leaders’ contact information via Committees — Shared Committees. Pull up-to-date membership reports, see membership trends, and get all the details on each of your local units via Reports — Group Profiles Report. Record check payments received…
Category:
Membership
Database Transition to 2020-2021
This is the target date for the database transition to 2020-2021 to be completed and membership functions to be available to PTAs.
Finalize reconciliation of membership records
This is the date to complete your reconciliation of the memberships recorded in memberplanet to your records for the 2019-2020 fiscal year. Double-check that your reported membership numbers are correct. WSPTA staff is available to help with challenging issues that you uncover. When your reconciliation is complete we recommend downloading a final roster of your…
Membership Database Year End
The PT Avenue membership database 2017-2018 end of year process has been completed for all PTAs using the membership only version of PT Avenue. PTAs using the finance or full versions of PT Avenue must complete the end of year process by July 15. To learn more, open the PT Avenue End of Year 2017-2018…
Category:
Leadership
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Membership