Post on 15-Sep-2020
transcript
Post Adjutant’smyLegion.org Overview
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July 2020
Presenter: Libby Vickers, Product Support SpecialistInformation Technologylvickers@legion.org 833.253.9995
myLegion is a free, secure internet site that provides access to
member information and electronic communication tools.
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National Headquarters’ John Geiger Operations Center
Indianapolis, IN
Access through www.legion.org
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Go Directly to myLegion: www.myLegion.org
HOME PAGE
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Member Search
v Member Informationv Payment Historyv Offices/Commissionsv Data Change Historyv MDF
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undeliverable
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5745 Lee Road
emailaddress@yahoo.com
100200300 RAYMOND GREEN
555-555-5555
08/05/1950
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PUFL Member Payment History
100200300 RAYMOND GREEN
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Traditional Member Payment History
100200301 JOE SMITH
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100200300 RAYMOND GREEN
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100200300 RAYMOND GREEN
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5745 Lee Road
emailaddress@yahoo.com
100200300 RAYMOND GREEN
555-555-5555
08/05/1950
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SMITH123 ABC ST
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DATA CHANGES ARE AVAILABLE FOR POST
AND DEPARTMENT LEVELS ONLY.
DISTRICT/COUNTY SITES HAVE
VIEW ONLY ACCESS.
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111222333 HAHN GRACIE 0510 Active
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555-555-5555
email@yahoo.com
HENRY HARRISON
LIBBY VICKERS
JONATHAN CLAY
WILLAIM HENRY
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Online Membership Processing• Renew
• Add new members
• Transfer-in existing members from other Posts.NOTE: Posts can only transfer-in members that dues are being paid.
• Utilizes electronic payment (ACH). Credit card transactions are only available
for departments outside the United States.
• Eliminates the need for Post Officers to send the National portion of the (3-
part) membership cards and paper-check to the Department Headquarters
office. Verify with your department regarding department copy of card.
• 7 business day processing time.
• $10,000 maximum batch limit.
• 1st transmittal must process before more can be submitted.
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How to Process Membership
Step 1 – Set up Payment Method
Step 2: Add Members
Step 3 : Submit for Processing
Transmittal Table
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Step 1 – Set up Payment Method.
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Electronic check (Echeck) is the only payment method available when using this feature. The account must be a valid business checking or savings account held with a US Bank.
Credit card payments are only accepted for foreign Posts outside of the US that do not have a checking/savings account with a US Bank.
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Enter the required information on the “Manage Account” screen and click “Save”
Bank Account Description can be abbreviated.
080989430
0014409843
0014409843
JOHN SMITH AL POST 14
POST14@legion.org
POST14@legion.org
Routing # must be 9 digits.
Step 2: Click Edit to “Open” transmittal batch.
Only one “Open” Membership batch is available for processing. The Open batch must be submitted before a new batch becomes available.
$10,000 maximum batch.
The batch can remain open for 14 days. If not submitted in 14 days it will be deleted and the batch will have to be re-entered.
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Add New Member
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# Cards: 1Total Amount: $35.00
Status: OpenCharger per member: $35.00
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Transfer Member
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# Cards: 2Total Amount: $70.00
Status: OpenCharger per member: $35.00
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Renew Member# Cards: 2
Total Amount: $70.00Status: Open
Charger per member: $35.00
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# Cards: 2Total Amount: $70.00
Status: OpenCharger per member: $35.00
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100200300
555-555-5555email@yayoo.com
SMITH
ZOEY
123 ABC ST
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# Cards: 3Total Amount: $105.00
Status: OpenCharger per member: $35.00
STEP 3 : Submit Batch for Processing
# Cards: 3Total Amount: $105.00
Status: OpenCharger per member: $35.00
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No updated can be made to members in the batch once submitted. Any updates or
refunds are to be reported to your department headquarters.
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2nd Email of Transmittal Status
Dear Adjutant Vickers,
jgallagher@legion.orgTo: email@legion.org
Transmittal Table
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Transmittal Table
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Transmittal Table
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Transmittal Table
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Transmittal Table
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Report ServerReports, Letters and Labels
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Select Labels for either Legion or SAL members. Labels must be created separately.
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Report renders one-column but will print 3-across 30/sheet.
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Filter by date range. Data includes all deceased members of your post with a termination date within the selected date range. Data results are for last 2 years.
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Please provide National with a corrected address and telephone number for these PUFL members or indicate if they are deceased.
Responses can be mailed to THE AMERICAN LEGION, PUFL SPECIALIST, PO BOX 1954, INDIANAPOLIS, IN 46206 or faxed to 317-860-3130 or scanned and emailed to pufl@legion.org
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Revitalization Reports
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Dear Elizabeth Roth
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Personalized Letter
• Post #• Location• Address• Legion Family• Transfer Request• Member ID#• Missing Info• Window Envelope
100100100Roth, Elizabeth: Paid through 2021111 Anywhere Ave.Anderson, IN 46011Phone: ___________ EMAIL: ______________________Era: Korea Branch: USA DOB: ________________
Elizabeth Roth111 Anywhere Ave.Hope, IN 46011
Dear John Abrams,
Dear Elizabeth Roth,
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Elizabeth Roth111 Anywhere Ave.Anderson, IN 46011
John Abrams1976 Washington St.Anderson, IN 46011
Gavin Harper457 Grover CornerAnderson, IN 46011
Dora May GreenPO Box 2121Anderson, IN 46011
Charles Franklin986 Benjamin CourtAnderson, IN 46011
Rita Franklin986 Franklin CourtAnderson, IN 46011
Export to PDF for print 30/sheet mailing labels.
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100100100
Dear Kelly,
Kelly Ann CraftWe want you back!
Kelly Ann Craft: 100100100War Era: Persian Gulf/GWOT BOS: USNEmail: __________ Phone: 555-555-5555
Kelly Ann CraftPO Box 100Indianapolis, IN 46216
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LOST OR FORGOTTEN CUSTOMER NAMES AND/OR PASSWORDS
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Site Administrators
Member = Individual memberPost = Post Adjutant
County = County CommanderDistrict = District Commander
Department = Department Adjutant
LOST OR FORGOTTEN CUSTOMER NAMES AND/OR PASSWORDS
Once the site is created, if the customer name and/or password is forgotten, the site
administrator must call National HQ to reset.
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How do I sign up?
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• Contact the previous Adjutant.• Call myLegion Support
If a site has already created you do not need to create a new one.
User name and password will only be provided to the Post Adjutant on file.
Do I need to sign up if my Post already has a site?
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Post Adjutant’smyLegion.org Overview
Membership Workshop 2020
Presenter: Libby Vickers, Product Support SpecialistInformation Technologylvickers@legion.org 833.253.9995
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