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Upload Your Data From TroopMaster™

This month we're announcing several new features, including enhancements to our data upload functions.

But first we'd like to welcome our newest subscribers:
  • Troop 3 of Beaverton, Oregon
  • Troop 6 of Orlando, Florida
  • Troop 16 of Franklin, Tennessee
  • Troop 36 of Harlingen, Texas
  • Troop 53 of Plympton, Massachusetts
  • Troop 55 of Harbor Springs, Michigan
  • Troop 83 of Rockwall, Texas
  • Troop 214 of Haslet, Texas
  • Troop 345 of St. Augustine, Florida
  • Troop 392 of Conway, Arkansas
  • Crew 497 of Coral Springs, Florida
  • Troop 505 of Lubbock, Texas
  • Troop 542 of Buford, Georgia
  • Troop 855 of Grass Valley, California

Please contact us at info@TroopWebHost.com if you have any questions about getting started.
Upload Adult LeadersUpload Adult Leaders
Upload Adult Leaders

TroopMaster™ appears to store information about adult leaders separately from information about parents - even if they are the same person.

Our Upload Scouts function uploads the parent information, but now we have the option to upload the adult leader information.

Select Administration --> Upload Adult Leaders From TroopMaster™ to begin.

If we can't match the first and last name exactly with a record on file, we will add a new record and create a User ID and password.

If you check the Update Existing Records box, we will update matching records with the latest data from TroopMaster™.

The Trial Run option lets you see which records will be added, and which will be updated, before you actually upload the data.
Upload Scouts and ParentsUpload Scouts and Parents
New Options for Scout Upload

We've added two new options to the Upload Scouts function:
  • Update Existing Records
  • Trial Run
Be aware that the update option will overwrite any information about that person with the latest data from TroopMaster™.

If members of your troop have updated their contact information by going to the website, this information will be lost when you perform the upload.

We recommend always doing a trial run first, to see which records will be added.

If you've changed the exact spelling of a person's name in either system, they may no longer match.  So look closely at the trial run results before you upload for real.
User RolesUser Roles
New User Role: Financial Review

You can now allow some adult leaders to view financial information without being able to change it.

Simply assign those members the new Financial Review role.

They will then have access to the Money menu, where they can view:
  • Individual Transactions
  • Group Transactions
  • Troop Accounts
  • Individual Balances
  • Event Balances
  • Financial Reports
Troop Contact ListTroop Contact List
Troop Contact List

A new report on the Troop menu provides the essential contact information for every active member of your troop.

Go to Troop --> Troop Contact List to generate the PDF report file.

This report shows the name, address, phone numbers, and e-mail addresses for each active member.
Thank you for your support!

John Corning
TroopWebHost
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