Members Only Tips and Tricks

The Members Only and OS/MOsys tips you find here are selected from questions we receive from our users. If you have a question about your Members Only installation, please submit it via Marc or by Email for the fastest possible response.

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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...