Tips

Sort by:    date   title

View Archives

• Jul 7, 2017 Problems with Members Only via Remote Desktop Services on 2008RS2 A user says: Our Members Only installation is quite stable when we use it across our LAN. But when a few people get on via Terminal Server, it starts to throw exceptions. In particular we get "C0000006" exceptions. This is the exact installation that runs fine over the LAN - we've just mapped to...    more...  
• Apr 3, 2012 Printer Security Our organizaton handles a good bit of information that we are required, by Federal law, to keep confidential. I think the network is fairly secure, but I worry about the security of printed output. Is this a valid concern, and if so how should we address it?    more...  
• Sep 2, 2011 Duplicate Credit Card Transaction error We frequently get multiple sales in the same day from the same customer for exactly the same amount. For example, someone may sign up for a class, and later sign a colleague up for the same class. But the payment processing system rejects the payment, claiming it is a duplicate. What can we do...    more...  
• Jun 16, 2011 Building Session Tracks in Members Only Meetings The Session Setup in the Members Only Meetings and Events module lets you perform a variety of tracking, pricing and inclusion tricks. For example, you might want to put three educational sessions in a special Cloud Computing track, but still allow participants to register for each individually....    more...  
• May 27, 2011 Adding custom search tags to a record Many of the organizations we work with are known by several names. Or former names. Or names of orgs they've merged with. I need to be able to look them up by all these names. Is that possible?    more...  
• Apr 1, 2011 Cutting and Pasting Account Credits Sometimes we have a need to "transfer" a credit one one account to another. For example, an organization has a credit due to a cancelled registration and wants to apply it to membership. What is the proper way to do this?    more...  
• Mar 7, 2011 Thanks for the Complement: reversing a query result. I often have trouble figuring out how to search for something that isn't there. For example, how can I list all the people in our database who HAVE NOT given us any money in 2010? Looking for payments that did not fall in that year is obviously not the way to do it... help?    more...  
• Feb 7, 2011 VOID versus Write-OFF: What's the difference? Members Only provides two ways to get an invoice off your books - Void and Write-Off.  There are real differences in the accounting effects of these two operations. You should know which to use in a given situation. When should you VOID a sale? You should use VOID when the...    more...  
• Jan 3, 2011 Don't forget about the Grid Menu Every now and then I get a question from a user that makes it clear they don't know about the Grid Menu. This menu lets you cut and paste entire grids, search for text, and more.    more...  
• Sep 1, 2010 Inserting Mailing History Records I know how to tell Members Only to insert Mailing History records for recipients when I do a Blast email from the application. But suppose I mail out a hard copy communication to a list of folks in the system. How can I insert mailing history for those?    more...  
• May 1, 2010 Making Full use of Lists and List Folders I want to create some mailing lists for a variety of issues we are involved with - domestic violence, substance abuse, and so on. Sometimes of course I'll need to mail to everyone who has subscribed to ANY of these e-bulletins. What's the best way to create the combined mailing and avoid duplicates?    more...  
• Mar 22, 2010 Saving Queries with a parameter form. Did you ever wish you could design a start-up dialog to go with one of your saved queries? That way your users would be prompted to enter their search parameters in a form instead of editing the SQL. Well, you can!    more...  
• Feb 28, 2010 Social Networking Links in the CRM Is there any way I can link a contact person's key social networking links to his record? For example, I'd like to be able to make a single click on somebody's record to view his twitter stream.    more...  
• Feb 1, 2010 Making Phone calls right from Members Only Wouldn't it be great if we could make phone calls from Members Only as easily as we can send emails? Just by clicking on a phone number?    more...  
• Jul 1, 2009 Labels and Badges: Sizing Badges in Members Only I set up badges for our conference in Members Only and they are almost perfect. They print on a two across, three down Avery badge stock, but each badge is slightly too short, so each one starts a bit higher on the badge. Unless I'm blind, there is no way to adjust the height of the badge. How do...    more...  
• Apr 22, 2009 Getting RAW pages from of Orchid We have a partner org that would like to display some of our content on their own website. Is there anyway they can pull just an article - not sidebars, header, or footer, so their developer can display it on their site?    more...  
• Jan 27, 2009 International Address Postal Codes I notice that in our system, when setting up addresses, some countries use the ZipCode field just like U.S. addresses, while others use the Int'lZip field, which prints out before the City. What determines which country gets which field?    more...  
• Jan 8, 2009 Microsoft Remote Desktop for the Mac and Members Only I'd like to log in to Members Only from my Mac at home, using the Microsoft Remote Desktop Client. I seems to work fine, but since the Mac has no right click, I cannot use the drill-down fields. Any ideas?    more...  
• Dec 15, 2008 When was a LIST last used? I'm trying to clean up the LIST MANAGEMENT section of our Members Only - over the last few years users have created so many lists and tags and I'd like to get rid of any that are not being used. Is there any way I can see if how recently someone has used a particular list?    more...  
• Dec 8, 2008 Meaningful Orchid URLs Sometimes we create hidden pages on our website, not linked to the navigation, for a special person or project to access. We'd like to give our colleagues a nice meaningful link, like http://mywebsite.org/specialoffer. But Orchid pages all have long computery URLs. Is there any way I can create...    more...  
• Dec 1, 2008 Updating an email domain One of our organizational members just changed their email domain. How can I change all the emails at olddomain.org to the same address at new domain.org?    more...  
• Dec 1, 2008 Moving Linked Documents to a new server Our IT staff want to move the documents linked to Members Only CRM records to a new server. The new server would have the same name and path structure but it would physically be a new machine. If the documents are moved, will it break the links even though the path remains intact? Are there...    more...  
• Nov 24, 2008 Bypassing the Orchid Login Page I got the great idea to jazz up the login page to my Orchid-based website. Of course I managed to trash the template while doing this. So I couldn't even log in to fix it. The help desk got me back up in no time - but is there any way I could have fixed this myself without embarrassing myself by...    more...  
• Nov 17, 2008 Adding a field to the CRM Index How can I add a field to the [F3]Find capability? I want to be able to look records up by email address.    more...  
• Nov 10, 2008 Phone Formatting Members Only correctly formats some types of phones, but not others. For example, I just added a new phone type, TollFree. It does not get formatted correctly. How can I correct this?    more...