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How do I add a member type to member?
From Memberships, select the Members tab. Select the General tab. Click on the Member Name to whom you need to add a member type.This will open the member details page. Click Add New Member Type or Role. Click on the magnify...
How do I attach a registration fee to a member manually?
From Memberships, select the Members tab. Select the General tab. Click on the Member Name to who you need to add Registration Fee. On the member details page, scroll down to Registrations and click Add Registration . This will op...
How do I pay for an unpaid order?
From My Organisation , select the Finances tab. Select Orders and then Current . On the order line, click on the $ . This will open the Pay Order page. Details of the order will be displayed.   Select the payment option. ...
Financial Status: Overview
In TG Platform, there are two statuses which indicate the financial status of the member.  Financial means you have paid in full for a current Registration. Unfinancial means you haven't paid or paid in full for a current Registration...
What do the different symbols mean in the financial status?
This article is no longer available. Click on the link to go to the updated article  Financial Status: Overview
How do I use Financial Filter?
NOTE: before filtering the members, to learn when a member status is financial, please see the article - Financial Status: Overview From Memberships , select the Members tab. Select the Financial Filter tab. This will display the l...
How do I create a member type?
From Memberships , hover over More and select Member Types . Click Create  Member Type. Fill in the required details and provide necessary permissions.Click Save. ...
How do I add a new split rule?
From Memberships , hover over More and select Split Rules . Click Add New Split Rule . Enter split rule name and click Save. Select the Split Rule Line Items tab after adding the rule.Click Add New Split Rule Line Item. ...
How do I add a qualification?
From Memberships , hover over More and select Qualifications . Click Add New Qualification. Enter qualification details and click Save . ...
How to I resolve duplicates?
NOTE: Resolving duplicates   can be done only at the national level. From Memberships select the Members tab. Select Duplicates tab. NOTE: you can also reach this tab by clicking on Possible Duplicates from Dashboard. Clic...
How do I download transaction reports?
From Memberships , select the Finances tab.  NOTE: If the transaction information is not displayed, enter your organisation name in Search Organisation box and then you can see the details. Click on Export Table Data icon at the b...
How do I upload a member photo?
Click on the name of the member. From the Member Details tab, click Edit Photo . Click Choose file . Navigate to where you have saved the file and select it. Click Upload . The photo will upload to the member's record. ...
How do I view form details from within a member record?
When a member registers online, the answers to the questions are stored in their member record.  Some answers can be found in field specifically designed for them, such as address.  Others are attached to the form. Click on the name of ...