Documentation
 



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SOS documentation

The following FAQs (frequently asked questions are divided into program sections) FAQs are continuously being updated. They are traditionally based on user questions.




Management
 



Add a new Member

Address Dates

General Family Mailing Label

SOS Security Setup

Member Attributes

Ticklers

Add a Member to a Class




Activities
 



Send a Group Email

Add Member to committee




Reports
 



Select Fields and Export Report

Create a PDF file

Export the Member list

Mail Merge with Microsoft Word 2003

Print Member Directory

Search By Age and Member Type

Anniversary letters

Create A1 and A2 List

Children within date range

Excel Format



Financial
 



Create Bill Code Report

Enter Credit Card Payments

5 Year commitment for $100,000 with multiple payments

Print Posted Batches

Debit payment

SETUP SOS Accounting

Member Donation Letters / Reports

Billing Group

Statement

Bill Code Report

Report by Payment Item

Cash Payment Report



Religious
 


Add a Yahrzeit

Add a Notifyee

Create a List of Memorial Lights

Export a Yahrzeit List

Export Yahrzeit Notifyee List

Event Seating

Setup Honors



Schools
 

         

          School Mailing




 


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