View & maintain your membership list on the Members page.  Access the Members page from the Congregation menu.

Selecting Members in the Membership List

Memberships and members are organized hierarchically - that is, each family or household is treated as a Membership, with one or more individual Members in the Membership.  Settings that are common across all Members in the household, such as home address and home phone number, are stored in the Membership block.  Settings that are unique to an individual member, such as mobile phone and e-mail address, are stored under the Member's name. This relationship is illustrated in the two lists on the left side of the Members page.  Each membership is shown in the Membership list box by family name, alphabetically.  Each individual member in the household is listed below in the Members list box.  The individual names within a membership are in order by adults first, then children, and alphabetically by first name within each of these sub-groups. To view or edit the details for a Membership, click on the family name and the details will be listed to the right of the Membership list box.  Similarly, to view or edit the details for an individual Member, click on the individual member's name in the Members list box and their details will be shown to the right. With either a Membership or Member name selected, to edit the details, click on the Edit button below the corresponding details.

To Add a Membership

Memberships are created using the Add a Membership wizard.  To start the wizard, click the Add a Membership button below the Membership list box and follow the steps through the wizard.  You can back up to make corrections at any point in the wizard without losing any data you've entered. In wizard page 1, select the type of membership, and complete the form.  A first and last name are required for the first person.  If the last name is left blank for any others, we assume they have the same last name.  Middle, Hebrew and Nicknames are optional.  After entering the information, click Next.

On page 2 review the membership names.  These entries are created from the names you entered on page 1, and are used in various ChaiTrack lists and reports.  If you decide to change these from the names proposed, be sure to be consistent so you can find the membership when you need to. The alphabetical name is also used in the Membership list box.  Formal and informal names are used based on the context and need. In the lower half of page 2, enter the home address, phone number, the date this family/household joined your congregation and any notes you would like to enter about this membership.  Then click the Next button.

Wizard page 3 gathers more information on the adults in the household, including gender, work & mobile phone numbers, e-mail addresses and any notes about the individual members.  In case you were wondering, ChaiTrack uses gender in the Communications module where you may want to send a message to only men or only women.  All of the fields on page 3 are optional except gender.  Click Next to continue.

Wizard page 4 is for entry of the children's information, if any.  If there are no children in this membership, you can skip this page by clicking Next.  If you selected Single or Couple for the membership type, the wizard will skip this page automatically.

Wizard page 5 provides a brief summary of the information entered so far.  If the summary looks correct, click Save to continue. Page 6 confirms that the membership has been saved and allows you to exit the wizard or repeat the process for the next membership.

If there are more people in the household than the wizard allows for, you can add those names after running through the wizard.  Click on the the membership name in the membership list, then click the Add New Person button at the bottom of the page, enter the information, then click Save.