Membership

Start by scrolling to the bottom of the table or list an clicking the Edit Rows button. Some frequently edited tables (e.g. dues entry) will come up already in the Editting loaded.

The button line will change to New Row and Cancel. A pencil and a trashcan will appear to the left of each item.

Clicking on the trash can will delete a row, but you will receive a warning and confirmation box.

Clicking on the pencil will allow you to edit the data.

Scroll down to see all fields.

When you are done click on Update. If you decide not to change the record click on Cancel. And if you want to both update this record and add a new row you can click Apply and Add New.

Adding a new row works the same. You can Add a single record or keep adding by clicking Apply and Add New.

When you are finished you can click Cancel at the bottom of the table to make the pencils and trash cans disappear, though there is not really a reason to do so.

Steps in building list:

1. Download CSV of complete member list, open in excel (or google sheet if you do not have excel)
2. Delete all columns except Mailing name(s), Street Address, City, State, Zip, Country, Member type
3. Sort by Member type
4. Delete all Household-2nd, Non-US Household-2, Junior-Household
5. Delete Member type column
6. Copy Bulletin Subscribers to bottom of list ( through country column only)
7. Build a new column for concatenated names on subscriber addresses (=Ann&” “&Bnn)
8. Change USA to blank in country field
9. Save CSV and close
10. Reopen CSV – this step will change any formulas to text cells
11. Copy Concatenated name column over First name, delete last name column, shifting left
12. Sort entire sheet by country column
13. Move block of foreign addresses to the bottom
14. Build a new column putting city, state, zip together (=Cnn&” “&Dnn&” “&Enn) – including foreign addresses
15. Build another new column for zip sort (=left(Enn,5)) US addresses only
16. Sort all US entries by new Zip sort field
17. Save CSV and close
18. Reopen CSV
19. Copy new City State Zip column over City column (US and foreign both)
20. Delete columns State, Zip, old City State Zip, and Zip sort
21. Double check! Look at some people whose addresses you know.
22. Save and close
23. Upload file to page and google sheets