UPS/Power Issues

It is recommended that your file server be protected against power fluctuations and interruptions by using an uninterruptible power supply (UPS). Connect the UPS between your AC power source and the file server’s main power connection. If your system is not a client-server system, it is also recommended that all computer workstations that will access MemSys 4 files be equipped with UPS’s.

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Start of new Calendar/Fiscal Year

MemSys keeps track of the dates of your current calendar and fiscal year.  Twice a year, (a) update MemSys to advance one of the date ranges, and then (b) Recount Donor Totals to reflect the change. These actions are correctible and repeatable if any errors occur.

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Reindexing Data Files

This article applies to any site that is not yet using Pervasive SQL to manage MemSys data tables. If your site uses Pervasive SQL, there is no need to periodically reindex tables.  Adding Pervasive SQL to your system limits the reading and writing of shared data to the file server itself.

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Printers – Setting up Network Printers

MemSys can use any of your computer's connected printers.  There is nothing specific to set up in MemSys, since the program will use the printers defined for your computer.

 

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How to limit merging a pair of donors

Print entire document

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How Premiums on Hold are approved for shipment

Most premium requests are entered in association with a Pledge record. And, almost always, they are entered with an initial Status of "H", which means "on-hold pending payment".

You may adjust the percentage of a Pledge which must be paid, for its held premiums to be approved for shipment –

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How to see your MemSys build date

1. While running MemSys, click the Help menu item.

2. Choose "About"

3. Note the date at "(created…"

4. Compare the list of What's New features with that date. Anything described in What's New with a date later than your system's "created"

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Forest Direct Premium Fulfillment

Here's how MemSys works with Forest Direct, the premium fulfillment organization:

1. Open "Mailing… Premium Shipments".  Enter the desired selection criteria and then…

forest-direct

 

 

 

 

 

 

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Logging into MemSys

Operator Login

After loading MemSys from a desktop shortcut, you will see the operator login panel:

Operator I.D.

Type in a valid Operator I.D. code of up to three characters and press the [Tab] key.

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Backups

Backups are necessary because of the risk of computer malfunctions or electrical or physical hazards that could damage or destroy your data files.

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