Other Software Functions

Sharing AssociationSphere Pages and LinksOn the last step for creating any page within AssociationSphere there is a Preview & Publish tab which automatically creates a custom URL and QR code for your page. You can share the URL or QR code a number of ways. The software will also generate a text code if you have text me…How do I manage picklists or dropdown lists?There are many fields within the software that allow you to choose from multiple options, these are called picklists or dropdown lists. Most lists are a single-select list meaning you can only choose one option to complete the field. A few others are multi-select lists which all…What is a merge field?A merge field is a placeholder to tell the software where to insert data in a document. Merge fields correspond with the columns/fields on a grid. For example, when creating an acknowledgement letter for a membership transaction you will create a Mail Merge GM Template and inser…Why do the merge fields for amounts have four decimal places?Merge fields that contain a number, like Amount or Amount Due, can be customized to show as a currency. By default, any data field that is a number will display in a ##.#### format (100.0000). You can right click on the merge field and select Format as currency to change the dis…How do I create a report?In AssociationSphere terminology, a report is generally a view created on a grid. You can add queries, filters and sorts to a grid to produce the specific data you want to see. When creating a new view, begin with the end in mind. What data do you want to see? What needs to be i…Display Gallery ImagesYou can upload a variety of image sizes into your event, membership and donation pages, however based on their size ratio, they will appear differently on the page. The file size of the images should be as small as possible, 1 MB or less for the fastest page loading. Below are s…Internal Page ViewsWhen you are logged into the software, your view of any event, membership or donation page will be slightly different that the public view. You also have special permissions that the public will not have. Please see some examples below of the various pages and which fields are "…