News from PT Avenue

NEWS from the PT Avenue Community


MOVE PRIMARY is in place

The ability to move a single Primary Contact to another Primary Contact is in place! Go to the Primary you want to move (it has to be someone with no relations under their listing), and click the "box/arrow" icon next to their name. You will see the list of other Primary members -- click the one you want to move them under, and hit OK in the Popup confirmation box. That's it!


Head Admin contact info now available to all other Helper logins

We have been contacted many times by new PTA officers who do not know who the current Head Admin is on their PT Avenue account. We have put a notice on the post-login screen that now shows that Head Admin contact information to any non-HeadAdmin helper login.


President-Elect added to Board position options

We have added President-Elect as a Board position choice, in the officer position selection dropdown in your PROFILE > BOARD area.


It's End of Year Process time!!!

It's June, and time to start thinking about the End of Year process in your PT Avenue account. The EOY process advances Board positions, resets members to Not Paid, and archives financials (if applicable) putting the account into the 2017-18 school year.

Note that the Head Admin is the ONLY one with access to this process, through the PROFILE >End of Year.

Regardless of the type of account you have (Basic, FInancial, or Full), someone with access should go to the PROFILE > BOARD area and edit each Board member (click on their name) to indicate NEXT year's positions (if continuing), or to add new next-year Board members through the "Add" button in the upper right, putting in just next year's position. These positions will be advanced during the EOY process.

You may also want to create Helper logins for other Board members, through the PROFILE > HELPERS screen.

Whenever you are ready after that, the Head Admin should watch the training videos in the EOY area, then do the End of Year process. Besides resetting member dues status and advancing student grade levels, specific parts of this EOY process 1) advances Board positions based upon what you put in the Board listings, and 2) includes a step where the current Head Admin can designate another existing Helper login as next year's Head Admin, if they are stepping down.

Please watch the EOY videos and check out the Help files, for more step-by-step information on the EOY process!


FREE PHONE MESSAGING!

We are pleased to announce that you can now send free phone messages through PT Avenue! Record a message and blast it to your membership! (only available in the Full Account Version)