How To Set Membership System Preferences
1. Open and log into your Membership Manager.
2. Click the File menu option, click on System Preferences…
3. You will now see the System Preferences window: ( displayed on next page)
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4. There are 3 tabs in this window:
Defaults
Attendance
Miscellaneous
We will now go over each tab starting with the Defaults tab. These defaults are used to make membership
entry go smoother and faster. If you are entering a lot of families that are from the same city and state and
have the same area code, you can set that information up as defaults so when you add someone, those fields
are automatically filled in for you with the information in this tab. You can change this information as
necessary.
5. First I setup my default settings in System Preferences:
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6. Then I add a new family. Notice how all of my default fields are automatically filled in for me:
7. The four check boxes listed next can be used or not depending on your preference:
8. If you would like to use the word “and” in place of an “&” between the head of household and spouse
name in the directory name and salutation fields, put a checkmark in the box to the left of that option.
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To have the Middle Name field displayed, check the “Display Middle Name field on the individual profile”.
To have the Delivery Point field displayed, check the “Display Delivery Point field on profiles.
If you would like to speed up membership entry and you have your zip codes entered into the Zip code
Maintenance section of Servant Keeper, you can put a checkmark in the box to the left of the Skip City and
State while moving from field to field for auto zip code entry.
Click the [Save] button to save your changes and selections.
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9. To set your Attendance preferences, click on the Attendance tab:
10. The first section: Tracking Attendance, gives you two options on how you may track your attendance, By
Person or By Count:
11. By Person means that you can select each individual that has attended an event and attend them in the
Attendance Tracking module of Servant Keeper.
By Count allows you to just take a head count of all attendees and enter that amount into the Attendance
Tracking module of Servant Keeper.
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The second section: Attendance Options, gives you 4 different options on how you would like to track your
attendance in the Attendance Tracking module of Servant Keeper:
The first option, if checked, will display all individuals when taking Worship Service attendance.
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The second option, if checked, will allow you to take attendance by family.
The third option, if checked, will prompt you to all more records after adding a visitor.
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The fourth option, if checked, will display all attended individuals in alphabetical order instead of attended
order.
12. Click the Save button to save your selections and changes.
13. To setup miscellaneous options, click the Miscellaneous tab:
Here is a list of different options you can check if you wish to use the option or not check the option if you
wish not to use it.
The first option, if checked, will display the last group that you selected on the main list to display:
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The second option, if checked, will leave off the title of Mr. & Mrs. or other titles when entering a new family.
The third option, if checked, will use the name that you have entered into the Preferred Name field in the
individuals profile on reports and mailing labels. If you would like to use the First Name field, uncheck this
option.
The fourth option, if checked, will display the ages of anyone 19 years or older on the family profile and any
reports that display age.
The fifth option, if checked, will change the last name of a spouse when linking them to a family profile.
The sixth option, if checked, will change the Directory Name field when updating the head of household or
spouses name.
The seventh option, if checked, will prompt you to back up the database when you exit out of the Membership
Manger. You should do a backup at least once a week.
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The eighth option, if checked, will not display the Bible verses on the logon screen.
The ninth option, if checked will show the Print Options window when printing.
The Map agent field is used to choose either Map Quest or Google for displaying address information.
Click the [Save] button to save your settings and changes. Click the [Cancel] button if you do not wish to save
these settings or changes.
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