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Chapter Operations Share plans, ideas, and brainstorm problems related to chapter operations. Topics also include parliamentary procedure, national programs, innovations & etc.

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Old 08-15-2006, 12:24 AM
ZTAMich ZTAMich is offline
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Post Chapter Info List using Excel

Our alumnae chapter keeps member information, who has paid dues & event attendance in an excel file. It usually is kept up by the Secretary & Treasurer and the Pres keeps it as well.

We mail a list of events to all our local alumnae. We also include a tear off slip to update their information & how to pay dues. If a gal wants to, the slip & dues get sent to the Treasurer. We're running into a problem however. It's easy for our members to just send their check & info to one address but it's not easy for the officers to keep this information updated. All thruout the year the Treasurer gets checks & slips. She then emails the Secretary an updated list of the master info list adding who's paid dues & snail mails the slips as well. The Secretary than enters the personal contat info from the slips. We're either emailing different updated versions of the chapter info list back and forth and sometimes someone doesn't have the most recent list. I thought about including 2 envelopes (with postage!) so that the check & info can go to the different addresses but that sounds like too much.

Does anyone have a more efficient idea for this exchange of information?
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Old 09-16-2006, 04:43 PM
Corsulian Corsulian is offline
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The best I can think of would be something web-based and password protected. We use Excel for most records--but we keep things somewhat simple by actually involving more people in the process. Alumni Relations Chairman taking charge of getting the updated info, etc.
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