Here are several important Tips & Tricks that will save you time as a LeagueApps admin, or allow you to more easily help your members.
PROGRAMS
- Customize Program Summary
- Click on “View Program Summary” from the main dashboard
- Select “Customize View” and make any changes you want based on the options available
- Find Financials for Completed Programs
- Go to “Reporting” in main navigation
- Click on Transactions”
- Click on “Transaction Summary
- Select “Show Filters”
- Define Date Range
- Check “Completed”
- Run Current Report
- Learn more about Transaction Reporting here.
MEMBERS
- Login as a Member
- Search any Member
- On Member Details Page, click “Login as Member” button
- Learn more about how to Login As a Member.
- Combine Family Accounts
- Select the Family Account you want to keep and which one you want to delete
- Go to the Family Account you want to delete
- Remove the members from the Family Account you are deleting by clicking the “x” to remove the members
- Return to the Family Account you want to keep, search the member you just deleted and add them
- Merge Members to Create a Single Account
- Click on “View Full Profile”
- Make sure the names match exactly
- Click “Merge”
- Learn more about how to Merge Members.
EDITING EMAIL HEADERS AND FOOTERS
- Use Page Editor to grab HTML Code by:
- Going to “Content” / “Pages”
- Select “Add a New Page”
- Click icon to insert image
- Upload image you want and select the position (e.g., centered)
- Click on “<>” icon to copy the HTML code
- Go to “Settings” in main navigation
- Click on “Email Settings”
- Paste the HTML code in the “Email Header Content” box
- Learn more about how to customize your email settings.
