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Entered By

Coleen M

Title

SS upload and notes

962defd9-ce97-4483-8493-527189e5ff5f

Assigned To

Date Entered

Attached Files

Bill H

Center

...

...

Contact

Lisa O'Hara

973.635.4565

Nov 11, 2022

Last Updated

Nov 18, 2022

...

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Status

Completed

Date Due

Date Completed

Nov 18, 2022

Notes

Hi,

Attached is the upload for Senior Center of the Chathams, NJ. Note: there are quite a few centers with Chatham in the name.

chathamnj.myseniorcenter.net
NJ_CHATHAMWEB

Rooms have been added
No groups were added. Probably want a membership group of all members (less deceased) during training.
Julie is the Director but Lisa O’Hara is the main user.
This center is run by committee.
Very nice people, should go pretty smoothly.
Will want to review newsletters and broadcasts.

Groups
• Free membership
• No expiration date needed

Standard Fields
• Column A = Volunteers
o Please add Personnel = Volunteer (on those that say 1)
• Column B = Last Name
• Column C = First Name
• Column D = Middle Initial
• Column E = Barcode
o This is the scan card, please import
o Barcodes should be 6 digits. Please add preceeding 2 zeros
• Column F = Email
• Column G = home phone
• Column H = cell phone
• Column I, J, K, = address
• Columns L = zip
o The leading 0 is missing from the zip code. I haven’t figured out how to add. Please let me know if there is something I can do to help you here.
• Column M & N = emergency contact name and number
• Column 0 = Gender
• Column P = Deceased
o They want deceased added and marked deceased.

Custom Fields – these were custom fields in Senior Space
• Column Q = Notes
o text
• Column R = Living Status
o Select One
 Alone
 Unknown
 With Others
• Column S = Waiver form signed date
o Date
• Column T = Waiver from signed
o Select One
 Yes
 No
• Column U = Date of Birth


Please let me know if you need anything else.

Take care,
Coleen

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