QUICK TIPS for Supporter Donation System
Meetings

Meetings can be created for Board or Staff Meetings or any meetings having to do with your Campaigns, Appeals or Sub-Appeals. 

1. From the Main Menu, click on Meetings. 

2. Click on the Find Meeting by Name or Date dropdown to see what meetings you have available.

3. If the Meeting you need is not available, then Click on the Add Meeting button in the bottom left.

4. Fill in the Meeting name, date and time.

5. Choose the Invitees by clicking on the white Supporter/Role list.

6. Click on the dropdown and choose a supporter from the list OR Click on the Add Invitees by Classification button on the bottom.

7. Choose a Classification from the dropdown.

8. Click on the Add Supporters to Meeting button. 

9. For each supporter, choose Unknown, Yes or No for the Will Attend option.

10. Click on the Topic and Location tab and fill in any information here as needed.

11. Click on the Agenda tab and type in your meeting agenda here.

12. Click on the Expenses tab and fill in any expenses related to this meeting.
     

Use the Attendance List button on the bottom to preview or print a list of meeting attendees.

Click on the Meeting Report button to print all or part of the information regarding a specific meeting. 

Vision Computer Programming Services, Inc.
685 Main Street, Suite C
Safety Harbor, FL 34695
(888) 425-6964
Email: email@visioncps.com 
Web Page: www.visioncps.com

Contents Copyright ©2010 Vision Computer Programming Services, Inc.