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Sportzware Online Membership

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Contents

Introduction

  1. Quick Overview
  2. Access Levels
  3. Database Structure – Functional Overview
  4. Synchronising Membership Data
  5. Sportzware Membership Log In
  6. Welcome Screen
  7. Date and Time Settings

Menu Options

Database Configuration

  1. About
  2. Permissions
  3. Field Options
  4. Password Management
  5. Manage Lookup Information
  6. Custom Fields
  7. Welcome Message
  8. Member Packages
  9. Member List Display
  10. Sync Log
  11. Products
    1. Default Products
  12. Registration Form
  13. Seasons
  14. Age Groups

Data Management

The following sections cover how to manage club, team, member and competition data.

Clubs
  1. View Clubs in an Association
  2. Add a new Club to an Association
  3. Club Products
Competitions
  1. View Competitions in an Association
  2. Add a new Competition to an Association
Teams
  1. View Teams in a Club
  2. Add a new Team to a Club
  3. Edit Team Details
  4. View members in a Team
  5. Move Club Members into Teams
Members
  1. View Members in your Club or Team
  2. View an Individual Member Record
  3. Add a New Member
  4. Add a New Member directly into a Club or Team
  5. Edit a Member’s Details
  6. Add a Member’s Photo
  7. Change a Member’s Active/ Inactive Status
  8. Manage Member Types
  9. Move Members between Clubs


Season Rollover

Communications

  1. Communicator - About
  2. Configuration
  3. Manage Groups
  4. Send Message

Member Transactions

  1. About
  2. Add a new Transaction
  3. Update a Transaction
  4. Delete a Transaction
  5. Add Payment Details Manually
  6. View Payment Details
  7. Check Payment Status of Default Products
  8. Transactional Reports

Online Membership Reporting

Duplicate Resolution

  1. About
  2. What is a Duplicate?
  3. View Duplicates
  4. Duplicate Resolution Options
  5. Outcomes
  6. Who Sees and Resolves Duplicates?
  7. Manually Mark a Member as a Duplicate

Clearances/Transfers

  1. About
  2. How the Clearance Process Works
  3. Alert Date
  4. Clearance Settings (Association Option)
  5. Set Up Clearance and Denial Reasons
  6. Requesting an Online Clearance (Club Option)
  7. Viewing Offline/Manual Clearances from Sportzware Central
  8. Requesting Offline/Manual Clearances (Club Option)
  9. Transfer / Permit & Registration changes for 2010

Release Notes

  1. SWM Version 4
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