SOAR

Here are some guidelines for data that resides in your TroopMaster database.

Scouts & Adults

• All names (scout, parent, and adult) should be unique. Use middle names and suffixes if necessary to ensure all names are unique.
• The website account username will be automatically generated in the format
  • <first initial><middle initial><last name><suffix>
• Do not use co-leaders for patrols. Pick one as primary and one as assistant.
• Only current leadership (both scout and adult) should be recorded. If older positions are recorded, they may come through to the Troop Website.
  

The TroopMaster 2008+ Import will save alot of typing time by pulling account, roster, and achievement data directly from your TroopMaster database to populate your website automatically.

Upon initial import this feature will

• Create a website account for each scout, parent, and adult
• Group scouts together into Patrols
• Link scouts and parents in child/parent relationships
• Assign leadership positions to both scouts and parents/adults
• Associate achievement information with individual scouts

When importing you can control

• If website accounts are Active or Blocked
  

You will need to export two seperate files from PackMaster to import into your Unit website. The first one contains Scout data and the second one contains Adult Leader data.

Use the following process to export and save each file.

1. Open PackMaster.
2. Click File/Export/ASCII Delimited.
3. Click "Include field names as first line of export".
4. Select the "Comma Delimited" Format.
5. Select Area "Scout Data" the first time through the process, "Adult Data" the second time.
6. Select the date format "MM/DD/YYYY".
7. Click the "Add All" button.
8. Click the "Export" button.
   

Here are some guidelines for data that resides in your PackMaster database.

Scouts & Adults

• All names (scout, parent, and adult) must be unique. Use middle initials and suffixes if necessary to make sure all names are unique. Note: some versions of PackMaster do not export middle initials/suffixes for Adults - use middle initial and suffixes in the Scout record.
• The UserID will be automatically generated as <first name><1st letter middle><last name><suffix>.
• Do not use co-leaders for dens. Pick one as primary and one as assistant.
  

The TroopMaster and PackMaster Import features will save alot of typing time by pulling account, roster, and achievement data directly from your TM/PM database to populate your website automatically.

These features will

• Create a website account for each scout, parent, and adult
• Group scouts together into Patrols
• Link scouts and parents in child/parent relationships
• Assign leadership positions to both scouts and parents/adults
• Create, update, and remove members upons subsequent imports
• Associate achievement information with individual scouts

The Email upgrades we released at the end of January are performing well and we are ready to release the next batch of updates.

The feedback from the last release was very positive. Within this feedback we received overwhelming requests for two email features. We decided to complete development of these features and release them prior to moving on to Automated Email Lists and EBlast features.

We are pleased to announce immediate availability of the following upgrades and new features.

Multiple Email Addresses

Unit members can now have multiple (up to 3) email addresses per member account !

There are a few limitations to Email Lists that you should be aware of.

• List Names need to be all lower case and should not include characters other than a-z.
• List Names cannot be longer than 24 characters
• Email messages to Email Lists cannot be larger than 6MB. It is better to put a file in the Files section of your website and send a link to it.
• Email messages to Email Lists cannot contain more than 20 recipients, i.e. the TO or CC lines. The email system is designed to treat such emails as SPAM and reject them.

The meaning of the Authorized Senders list for each Email list is dependant upon the EMail List type.

Public

• No Authorized Senders are required
• No Global Senders are required
• Anyone, including non unit members, can send email to this list type

Member

• List Members are already authorized to send email, no need to add them to Authorized Senders
• Global Senders are already authorized
• Add any specific members that are not List Members or Global Senders

Restricted

• List Members are not authorized to send email
  

List Members are those unit members who will receive email sent to the Email List. You can add/remove List Members from an individual Email list from the Email List page.

If a unit member has multiple email addresses defined, email from the Email List will be sent to ALL of their email addresses.

You should add a unit member to appropriate Email Lists if they have an email address defined or not. If you add unit members without email addresses now to the proper Email Lists, when you add an email address for that member they will immediately start receiving email from that list. No need to update the Email List.

When creating Email Lists you can also control the display of whom the message is coming from and what happens when a unit member replies to an email message from an Email list.

The following Return Address Types are available for your use.

Sender

This is the default
• This is the standard behavior you will experience with the majority of email you receive
• Email is shown coming from the original sender of the message

Email List

• All mail is displayed as coming from the email address of the Email List
• This protects the email address of the original sender

Other

• With this option you can define the display of an email address where email comes from
• This protects the email address of the original sender
• Care should be taken to use a valid email address for this option
• Email Alias and Email List addresses SHOULD NOT be used for this option

The exact details of how each option works is described in the following table.