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How do I Create an Event Reminder?

By |2019-06-05T15:37:32+00:00January 23rd, 2019|Categories: Uncategorized|

The ChapterWeb Event calendar allows you the ability to create a reminder for the event to be sent to the event attendees by email, text, or both. You can set the reminders when creating the event, or add a reminder later after the event has been created. Setting a Reminder While Creating an Event When creating [...]

Philanthropy Administrators and Liaisons: What can they do?

By |2019-04-19T23:07:24+00:00September 28th, 2012|Categories: Members, Uncategorized|

Philanthropy Administrators As a rule of thumb, these members have administrative rights within the "Philanthropy" tab. They can add, remove, and modify:  Philanthropies, the list of users associated with those Philanthropies, and Philanthropy Activities.   Philanthropy Liaisons Liaisons are more limited in their power. They can only create, delete, or modify Philanthropy Activities for the Philanthropies they've been [...]

Premium Addon: How to Create a Subscription List

By |2019-04-19T23:07:24+00:00September 7th, 2012|Categories: Uncategorized|

In order to use the Premium Addon: Newsletter, you sign up for it by contacting support@chapterweb.net. Our support team will then set you up with an account within hours. Login to your ChapterWeb account and go into the Member tab Once in the Member tab, use the filters on the right hand side to filter by the [...]

Premium Addon: How do I set up the Newsletter Addon?

By |2019-04-19T23:07:24+00:00September 7th, 2012|Categories: Uncategorized|

In order to use the Premium Addon: Newsletter, you sign up for it by contacting support@chapterweb.net. Our support team will then set you up with an account within hours. If you already have a Newsletter account with us, please follow the tutorial below: First, login to your ChapterWeb newsletter account at http://chapterweb.createsend.com Once you have logged [...]

Premium Addon: How do I Edit Newsletter Content?

By |2019-04-19T23:07:37+00:00December 29th, 2011|Categories: Uncategorized|

In order to use the premium add on Newsletter feature, you must first sign up for the Premium Add On by contacting support@chapterweb.net. Our support team will then set you up with an account within hours. Once you have your Newsletter campaign created, you'll want to start adding in content. 1. If your newsletter is not [...]

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New Report Added for 2.0 Users: Standards Comparison Report

By |2019-04-19T23:08:09+00:00August 19th, 2010|Categories: Uncategorized|

It's finally here!When you log into your ChapterWeb 2.0 account today you'll see that a new report has been rolled out for all Administrators and Hours Administrators on your site. The Standards Comparison Report allows you to run a comparison on hours throughout a specific time period. You can view members who have entered hours that [...]

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ChapterWeb Online Support Manual

By |2019-04-19T23:08:54+00:00May 1st, 2009|Categories: Uncategorized|

Calendar How do I review my upcoming events? How do I sign up for an event? How do I RSVP for an event? How do I add an event? How do I edit an event? How do I edit event occurrence? How do I delete an event? Communication How do I send an Email Message? How do [...]

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ChapterWeb Display Themes

By |2019-04-19T23:08:54+00:00May 1st, 2009|Categories: Uncategorized|

One of the new features in the next version of ChapterWeb is the ability to customize the look and feel of the ChapterWeb Members section with a number of different display themes, which include a number of different photos. If you are an administrator, you can access this feature by clicking on the “Settings” link in [...]

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How do I delete Philanthropy Liaison’s?

By |2019-04-19T23:09:23+00:00February 6th, 2009|Categories: Uncategorized|

To delete Philanthropy Liaison's, follow these steps: While under the Philannthropy section, click on the 'List Users' link. Select the users that you wish to delete. Click on the 'Remove Selected' to complete the user deletion.

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How do I add a new Philanthropy Activity?

By |2019-04-19T23:09:23+00:00February 6th, 2009|Categories: Uncategorized|

While in the Philanthropies section, click on 'Activity' listed on the right hand side of each Philanthropy. (See item 1) Click on the 'Add Activity' button on the right top corner. (See item 2) Enter the name of the new activity. (See item 3) Click on the 'Add New Activity' button to complete the process. (See [...]

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How do I add a new Philanthropy Liaison?

By |2019-04-19T23:09:23+00:00February 6th, 2009|Categories: Uncategorized|

Only site administrators can add Philanthropy Liaison. While in the Philanthropies section, click on Listed Users on the right side of the Philanthropy you'd like to add a Liaison to. (See item 1) Click on the 'Add Members' button which will open up the 'Add users or Groups of Users' window. (See item 2) Select the [...]

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How do I add a file category?

By |2019-04-19T23:09:23+00:00February 6th, 2009|Categories: Uncategorized|

Only site administrators or file administrators can add a file category. While in the File section, click on the "File Categories" sub tab. Click on the 'Add Category' button on the top right hand corner. Enter the name of the new file category (See item 1). Click on the 'Add New Category' button (See item 2) [...]

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How do I RSVP for an event?

By |2019-04-19T23:09:23+00:00February 6th, 2009|Categories: Uncategorized|

While in the Calendar section, click on the event that you want to RSVP to. Click on the 'RSVP' button on the top right corner of the event window to begin the RSVP process. This will open a dialog box that allows you to select RSVP name (See item 1), select whether or not you will [...]

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How do I change themes for my ChapterWeb account?

By |2019-04-19T23:09:23+00:00February 2nd, 2009|Categories: Uncategorized|

You can modify themes for your ChapterWeb Account by: On the main console, click on 'Settings' tab on the top right corner of the window. Click on the 'Member Theme' tab to open the theme selection window. Select the theme that you want for you account. Click on the 'Apply Selected Theme' button to complete the [...]

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How do I view reports? (For Users)

By |2019-04-19T23:09:23+00:00February 2nd, 2009|Categories: Uncategorized|

All users can only view their own information in Philanthropy Hours, League Hours and Calendar Sign Up Reports. Philanthropy: Philanthropy Detail: Fill in Begin Date, End Date, Philanthropy (select any that apply), Group by, and Report Type. Click on the 'View Report' button to generate a .pdf file of the report. Philanthropy YTD: Fill in Begin [...]

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How do I view reports? (For Administrators)

By |2019-04-19T23:09:23+00:00February 2nd, 2009|Categories: Uncategorized|

As a site administrator or report administrator, you are authorized to view reports of all members in your chapter. All reports will be exported as .pdf files. For all report categories (Philanthropy, League and Calendar), the interface will be the same.To create a report, follow these steps: While in the Reports section, click on the category [...]

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How to delete an existing album?

By |2019-04-19T23:09:23+00:00February 2nd, 2009|Categories: Uncategorized|

Only site administrators or photos administrators can edit an existing album. To delete an album, follow these steps: While still in the Photos section, click on the album you'd like to delete In the top right corner select the 'Delete Album' button. Answer the message box below to complete deletion process.

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How do I create a new album?

By |2019-04-19T23:09:23+00:00February 2nd, 2009|Categories: Uncategorized|

Only site administrators or photos administrators can create a new album. To add a new album in the photos’ area: While in the Photos section, click on the 'New Album' button. Fill in the album’s title, description and viewable by area. (See item 1) If the  'Everyone' box is unchecked, select the viewer group(s) you'd like [...]

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How do I delete a picture?

By |2019-04-19T23:09:23+00:00February 2nd, 2009|Categories: Uncategorized|

Only site administrators or photos administrators can delete a picture. To delete a picture, click on the trash bin icon next to the photograph you wish to delete and confirm the message box below.

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How do I add photos on ChapterWeb?

By |2019-04-19T23:09:23+00:00February 2nd, 2009|Categories: Uncategorized|

Only site administrators or photos administrators can add photos. To add a photo in the photo gallery, follow these steps: Click on the 'Upload Photo' button on the top right corner. (See item 1) Fill in the photo’s title, caption, and location of the file (click on the 'Browse' button to look for your photo), and [...]

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How can I add a League activity?

By |2019-04-19T23:09:23+00:00February 2nd, 2009|Categories: Uncategorized|

Only site administrators or activities administrators can edit an activity. To add a league activity, follow these steps: Click on the 'Add League Activity' button. Enter the name of the new league activity and click on the 'Add New League Activity' button to save. (See item 1) If you want to exit the 'Add League Activity' window without saving [...]

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How do I review hours?

By |2019-04-19T23:09:23+00:00February 2nd, 2009|Categories: Uncategorized|

You can review either Philanthropy Hours or League Hours under the 'Hour' tab by: While under the Hours section, click on 'Philanthropy Hours Review' tab OR Click on 'League Hours Review' tab; It will open a new window showing all the review entries. (See item 1) On the right hand side, you will be able to filter the review by: [...]

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How do I submit my hours?

By |2019-04-19T23:09:39+00:00February 2nd, 2009|Categories: Uncategorized|

For site administrators or hour administrators, please make sure that you remember to select the member that you want to add the hours for by clicking on the 'Select Members' button on the top right corner. Following these steps to add in your hours: Select whether your hours are 'Philanthropy Hours' or 'League Hours.' If you [...]

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How do I delete a file?

By |2019-04-19T23:09:39+00:00February 2nd, 2009|Categories: Uncategorized|

Only site administrators or file administrators can delete a file. To delete a file, follow these steps: While under the File section, click on the trash bin icon located next to the person’s name who posted the file. Confirm the message box (see image below) to complete the deletion.  

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How do I view files?

By |2019-04-19T23:09:39+00:00February 2nd, 2009|Categories: Uncategorized|

To view a file, follow these steps: While under the File section begin by removing any default filter if necessary on the right hand side (See item 2). Click on the file you want to view (make sure that you have the software that supports the file you want to view such as Microsoft Word, Excel, [...]

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How do I add a file?

By |2019-04-19T23:09:39+00:00February 2nd, 2009|Categories: Uncategorized|

Only site administrators or file administrators can add a file. To add a file, follow these steps: While in the File section, click on the 'Add File' button in the top right corner. Fill in the file information: file name (See item 1), file location (click 'Browse' to find your file on your computer) (See item 2), description, [...]

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How do I edit event occurrence?

By |2019-04-19T23:09:39+00:00February 2nd, 2009|Categories: Uncategorized|

Only site administrators or calendar administrators can edit an event occurrence. To edit an event, follow these steps: While still under the Calendar section, click on the event you'd like to edit the occurrence on. In the upper right corner, click on 'Edit Occurrence' button; it will open the 'Edit Event Occurrence' window. Within this window [...]

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How do I delete an event?

By |2019-04-19T23:09:39+00:00February 2nd, 2009|Categories: Uncategorized|

Only site administrators or calendar administrators can delete an event. To delete an event, follow these steps: While still in the Calendar section, click on the even you wish to remove. In the upper right corner, select the  'Delete Event' button to delete the event. Upon deleting the event, a message box will pop up to confirm your [...]

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How do I edit an event?

By |2019-04-19T23:09:39+00:00February 2nd, 2009|Categories: Uncategorized|

Only site administrator or calendar administration can edit an event. To edit an event, follow these steps: While still in the Calendar section, click on the event you wish to edit. In the top right corner of the event, click on the 'Edit Event' button; it will open the 'Edit Event' window. Within the event editor you [...]

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How do I add an event?

By |2019-04-19T23:09:39+00:00February 2nd, 2009|Categories: Uncategorized|

Only site administrators or the calendar administrator can add an event on the calendar. To create a new event, please follow these instructions: While still in the Calendar section, browse to the month and year for which you would like to add an event. Find the day you wish to create the event on and click [...]

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How do I sign up for an event?

By |2019-04-19T23:09:39+00:00February 2nd, 2009|Categories: Uncategorized|

While still in the Calendar section click on the event that you wish to sign up for to open the event details screen. Click on the 'Sign Up' button on the top right corner of the event window to begin the sign up process. This will open a dialog box that allows you to select attendee [...]

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How do I view the calendar of events?

By |2019-04-19T23:09:39+00:00February 2nd, 2009|Categories: Uncategorized|

Main Calendar Page Click on the 'Calendar' tab. It will open the calendar for the current month. If you want to view a different month, you can use the green arrows at the top right corner of the calendar to view the previous month (back arrow) or the next month (forward arrow) (See item 1). Click on the [...]

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How to view sent messages?

By |2019-04-19T23:09:39+00:00February 2nd, 2009|Categories: Uncategorized|

To send a message, do these steps first: Click on Communication tab Click on 'Send Message' button In the 'Send Message' window, you can do these followings: You can view all the sent messages in the 'Sent Messages' window. You can view the sent messages by clicking on the subject field. If you want to forward [...]

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How to view Inbox messages?

By |2019-04-19T23:09:39+00:00February 2nd, 2009|Categories: Uncategorized|

Inbox:Click on 'Communication' tab à Click on 'Inbox' tab To view the inbox messages, do the following Click on 'Communication' tab Click on 'Inbox' button Click on the subject of the message that you want to view  In the message view, you can perform actions by clicking on the buttons on top right corner of the email: [...]

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How to send an Email Message?

By |2019-04-19T23:09:39+00:00February 2nd, 2009|Categories: Uncategorized|

To send a message: Click on 'Communication' tab Click on 'Send a Message' button   The message field has all basic typing and formatting functions that are needed to compose an email. (See button 3) To add recipients: (See button 1) Click on the 'Add Recipients' button on the top-right corner of the message.It will open [...]

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ChapterWeb Display Themes

By |2019-04-19T23:09:39+00:00January 28th, 2009|Categories: Uncategorized|

One of the new features in the next version of ChapterWeb is the ability to customize the look and feel of the ChapterWeb Members section with a number of different display themes, which include a number of different photos. If you are an administrator, you can access this feature by clicking on the “Settings” link in [...]

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How do I delete Philanthropy Activities?

By |2019-04-19T23:09:40+00:00January 28th, 2009|Categories: Uncategorized|

To delete Philanthropy Activities, follow these steps: Hover your mouse cursor over the Philanthropy Activity you want to delete. A trash can icon will show up to the left of that Activity. Click the trash can icon to delete.

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How do I change a Member Role/Committee/Status name?

By |2019-04-19T23:09:40+00:00January 28th, 2009|Categories: Uncategorized|

To change a Member Role/Committee/Status name, follow these steps: Click on the Member Role/Committee/Status name in the list. It will change to an editable field. When you're done changing the name, click the 'Save' link to the right of the editable field.

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How do I delete Member Roles/Committees/Statuses?

By |2019-04-19T23:09:40+00:00January 28th, 2009|Categories: Uncategorized|

Hover your mouse cursor over the Member Role/Committee/Status you want to delete. A trash can icon will show up to the left of that Role. Click the trash can icon to delete. Note that some roles are required, and cannot be deleted. For those roles, you will not see a trash can icon when you hover your [...]

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How do I add a new Philanthropy?

By |2019-04-19T23:09:53+00:00January 28th, 2009|Categories: Uncategorized|

If you are an administrator, or have Philanthropy administration permissions, you'll see an 'Add Philanthropy' button in the upper-right corner of the main Philanthropies List screen. Click on 'Add Philanthropy' will slide down a form with fields for Name, Main Phone, Street, City, State, Zipcode, Members, and Activities. (See button 1) Enter this information and click 'Add New [...]

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How do I add a new Member?

By |2019-04-19T23:09:53+00:00January 28th, 2009|Categories: Uncategorized|

If you're an administrator, or have Member administration permissions, you'll see an 'Add Member' button in the upper-right corner of the main Member List screen. Clicking on 'Add Member' will slide down a form with fields for First Name, Last Name, Email, Login, Password (and Confirm Password), and Roles. (See button 1) Enter this information and click [...]

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How do I update My Information?

By |2019-04-19T23:09:53+00:00January 28th, 2009|Categories: Uncategorized|

To update your information: Click on the 'My Information' link in the upper-right corner of any ChapterWeb screen. It takes you to a view of your information where everyone else in your chapter sees it. To edit or change your information, click on the 'Edit Member' button. When you're done updating your information, click the 'Save' button at [...]

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