2025/01/22 update
Sub-Page 2 of 4 – Step 2 Expanded
⇑ 2. Add New Member:
New members are added via the Add window (includes check, PayPal, and cash payments).
The Start-Date and Renewal-Date are filled in from the Banking Date window (can not be changed). If incorrect, don’t enter any field, click Switchboard button and then click Business Date button. Correct date in Business Date window. Click Switchboard button in Business Date window, and click Add in Switchboard window.
The “Start Issue Password” is required and must be formatted = sp, year-position-4, year-position-3, 04, 24. Example sp420424 for the 2024 aaer. This password allows new members to access their beginning aaer which was previously published (both webaaer and printaaer). Basically, new members added for May—March.
Truck information is required (if none provided, then Truck Class = z and Truck Description = No Truck).
US member required fields have a colored background.
Validation notes – On the Add window, field validation occurs when the record is saved (ctrl+s), the “AA Truck Sub-Form is tabbed to, or either the Update/Switchboard buttons are clicked – or if the Add window is incorrectly closed by clicking the close icon = X. Field validation results in error dialogs when errors are found.
When locked with error dialogs, there is no escape except – on 1st dialog answer OK and on 2nd dialog answer Yes (Add window closes) – what was keyed is lost.
The fields are validated mostly for non-blanks. When field errors are found, error message dialogs display and the error field must be corrected. Click this link Example-Error to view example error windows (pdf file download).
Enter New Member Information
> enter all new-member information fields (best using tab to move through fields)
> use “Finish Add Block” > tab/ctrl+c the “Copy of ID” field
> tab/enter Update button (this starts validation before going to Update window)
> resolve any/all validation errors (see validation notes)
at Update window > use copied ID to find new-member
if PayPal member > at treasury.xlsx
…in Deposit > enter Debit $amount (from PayPal worksheet) in PayPal column
if cash paid > at treasury.xlsx
…in Deposit > enter amount in Cash column
> return to membership.accdb Update window
(for all new-members – check/cash/PayPal) > at new-member’s record
> in “TB Email Block” > tab to desired email button
> enter “New Print…..” or New Web…..” > Write: window opens
> verify/correct “Copy message to:” = TE10-snapshot on…..
> if new-member is type print > double click attached snapshot.pdf
…open in Adobe Acrobat > print insert > close Adobe Acrobat
…assembly pkagaaer (envelope, insert, aaer with sticker, apply postage stamps
…stamp return address (rubber stamp), seal envelope)
> click Send > copy of email goes in TE10-snapshot on…..
finalize paper work
> on new-member’s form > record business date + $’s paid + expire + d$…. (if donation)
> if check > stamp deposit info. on check
?Yes more new? → 2. Add New Members
?Yes renewals? ↓ 3. Process Renewal Payment
?No more new or renewals? → 4. End Task