1 myLegion.org Updated September 2015

myLegion is a free, secure internet site that provides access to member information and electronic communication tools. 2

3 The American Legion John H. Geiger Operations Center myLegion provides a direct link to National Headquarters’ database at the John Geiger Operations Center in Indianapolis, IN.

Access through 4

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HOME PAGE 6

7 Available myLegion Sites Member = Individual member only Post = Post and Squadron membership County = All Posts within County (View only) District = All Posts within District (View only) Department = All Legion and SAL

8 POST/DIST/CTY/DEPT LOG IN PAGE

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Member / Post Processing 10 Member Search

11 Does not provide print roster from this screen. Rosters and reports are available in the Downloads area. undeliverable Y LIST ALL MEMBERS

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16 To Edit membership information click on the Edit Data button to open the Member Data Change Form.

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19 If you have changes to make and know the member’s ID# you can bypass the Member Information Page and go directly to the Data Change form.

20 DATA CHANGES ARE AVAILABLE FOR POST AND DEPARTMENT LEVELS ONLY. DISTRICT/COUNTY SITES HAVE VIEW ONLY ACCESS.

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22 All changes are forwarded to the Department Headquarters. NOTE: Transfers and New Member transactions must still be submitted through the Department at this time using the paper MDF or paper cards. Updates post at 5:00 pm EST

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24 Move to previous or next month

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Report Options 26 PDF – Portable Document Format Print only. CSV – Comma Separated Value Allows report to be opened in other applications such as Microsoft Excel and Access so you can work with the data in the file.

27 Members Renewed Online - PDF file format. Transaction Date Renewal Year Member ID# Name Total Dues Total # Members Renewed On-Line National/Dept/District/Post Dues Allocation

28 Members Renewed Online - CSV opened in Excel Includes addresses for custom letters/labels.

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32 Consolidated Post Report (CPR) Available February through *July 1. Complete in sections. Departments Receive Copy. Displayed on Member myLegion page. Districts/Counties can view and print all reports submitted by their posts.

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38 Registered myLgn Members / myLgn Posts Displays all members within the post that have created a myLegion site. Districts/Counties can view all posts within their area that have registered.

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43 Reports Report Server NEW Print mailing labels and reports from the new Report Server. Report Server

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Creating Labels from myLegion 46 Select Labels for either Legion or SAL members. Labels must be created separately.

Creating Labels from myLegion 47 Designate last paid year.

Creating Labels from myLegion 48 Designate address type. This allows you to exclude foreign addresses.

Creating Labels from myLegion 49 Designate sort by requirements. Click on View Report.

Creating Labels from myLegion 50 Report renders one- column but will print 3- across 30/sheet.

Creating Labels from myLegion 51 Use the Export icon to and select PDF to create labels. You can also export the file to other formats.

Creating Labels from myLegion 52 Print PDF file on labels.

Creating Reports 53 Select Report. This report is also in the Downloads area.

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Tools 55 Tools Publish Post Message Publish Post Image Publish Newsletter Find Members in my Area Global Member Lookup * * Post and Dept Only *

Where will published items be displayed? 56 Message (Post only) Member myLegion site Find a Post ( Image (Post / County / District) Member myLegion site Forum Find a Post ( Newsletter (Post only) Member’s myLegion site Find a Post (

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59 MEMBER PAGE

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Tools Publish Post Message Publish Post Image Publish Newsletter Find Members in my Area Global Member Lookup Tools 62

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PDF and CSV Files provide the following information to assist with contacting the member: 65 Member ID# Name Address Branch of Service War Era Phone Number Last Paid Post Last Paid Year Continuous Years # Miles from search Address (CSV only)

66 Make Contact! How do we transfer these members into our Post?  Contact: 1.Knock on the door 2.Phone 3. 4.Snail Mail  Convince them why they should belong to your Post.  Complete the transfer by filling out a Member Data Form and send to your Department.

Tools 67 Tools Publish Post Message Publish Post Image Publish Newsletter Find Members in my Area Global Member Lookup

68 Search basic information for ALL Legion members to assist with transferring members and verifying eligibility for people wanting to join your SAL Squadron or Auxiliary Unit. Global Membership Lookup

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Tools 71 Tools Publish Post Message Publish Post Image Publish Newsletter Find Members in my Area Global Member Lookup

Materials / Officer’s Forum 72 Materials Post Officer Manuals Brochures Suggested Speeches Officer’s Forum View Forum

73 Manuals Post Officer’s Guide and Manual of Ceremonies Post Adjutant’s Manual Post Operations Manual Post Membership Team Training Guide Post Training Guide New Member Application Why Belong Flag Code Available in PDF format only.

74 Brochures National Family Week Temporary Financial Assistance Make Halloween a Fun and Safe Night April is Children & Youth Month Gateway Drugs Children’s Miracle Network Family Support Network Child Welfare Foundation Operation: Military Kids Play It Safe Warning Signs Available in PDF format only.

75 Speeches Pearl Harbor Day Veteran’s Day American Legion Birthday Flag Day Memorial Day Printed versions are also available through your Department Headquarters. Available in PDF format only.

Materials / Officer’s Forum 76 Materials Post Officer Manuals Brochures Suggested Speeches Officer’s Forum View Forum

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79 SAL DATA AVAILABLE FOR POST & DEPT ONLY

80 Database = SAL Member/Squadron Processing List All Members By ID# By Name Mbr Data Change by ID Review Member Changes Squadron Inquiry

mySAL.org 81 NEW – Provides separate site for Squadron Officers with their own user name and password.

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Downloads 84 PDF File Format Printable version only. Cannot Edit. CSV File Format Comma Separated Value Open in other Microsoft Applications to work with data. Ex. Excel, Access data spreadsheets. If you have trouble opening the CSV as a database spreadsheet you may need to adjust your internet browser settings. Contact Customer service for assistance.

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87 Current Roster

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89 All LGN CSV Member ID#, Status, Name, Address, Phone #, Address, Date of Birth, War Era, Expiration Date, Continuous Years, Renewal Date, Last Activity Date, Join Date, Last Paid Year, Branch of Service, Environment, Undeliverable.

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Questions 92

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Post/District/County Order Processing  Complete an Authorization Form and return to National HQs. Posts/Districts/County authorization forms are available at  Mail or Fax form to National for processing.  National will verify officer signature and obtain authorization from the department.  Once authorization is received by the department, an will be sent with registration instructions. 94

Access Information The user name is provided during registration and you will create your own password. Only one user name and password is assigned per site. If the user name or password is forgotten you must contact National Headquarters. Forgotten or lost login information will only be provided to the current Post Adjutant or District/County Commander. 95

96 Administrators Member = Individual member Post = Post Adjutant County = County Commander District = District Commander Department = Department Adjutant ONLY THE SITE ADMINISTRATOR WILL BE PROVIDED WITH THE USER NAME AND PASSWORD IF LOST OR FORGOTTEN.

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myLegion for Members 98 9-Digit ID# Must be in Current Status Legion Members only

99 MEMBERS

100 MEMBER LOG IN PAGE

101 MEMBER PAGE

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myLegion Customer Support Staff 103 Post/District/County Libby Vickers, Product Support Specialist Pam Johnson, Computer Operations Specialist Eileen Sipe, Computer Operations Specialist Andrea Noufer, Computer Operations Specialist Department Tom Winters, Software Support Specialist Justin McKay, Software Support Specialist Call and ask for myLegion support to be transferred to the next available representative.

To download a copy of this PowerPoint presentation go to: 104

How to Use This Presentation 105 This PowerPoint presentation is designed to assist instructors to train officers on all the tools of myLegion particularly at the post level. Notes are available on each slide with frequently asked questions in red to assist. In the notes area the *** indicates an animation by clicking the mouse. Transition from each slide is also made by the click of the mouse. There is no copyright to this presentation. Please feel free to share/edit/print as needed. We have also included is a section for Troubleshooting tips and Related Topics. Please contact Libby Vickers with any questions about this presentation or

106 Troubleshooting / Related Topics CSV Does Not Open Correctly Users may experience trouble when they first try to open a file in CSV file format. Updating Internet Browser settings will generally correct this problem.

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Troubleshooting / Related Topics 108 Using CSV Files Next to the CSV file option there are help tools “Using CSV”. This provides documentation on how to open the data in an Excel spreadsheet and provides step by step instructions for editing, sorting, filtering, and merging.

109 AIM software is being phased out and is not an option on new myLegion sites. Previous users will continue to have AIM and support by national staff as long as it runs on the current operating systems. Once Microsoft releases a version not compatible with AIM it will no longer be available. AIM currently runs on all operating systems up to Windows 8. AIM is invoiced a quarterly usage fee of $15/month. Posts will continue to be billed the subscription fee until notification to national headquarters is received in writing or via a phone call. If AIM users do not want to pay the subscription fee and want to purchase a permanent license they can do so. There is a $225 fee to obtain a permanent license. However, if the post purchases a new computer that AIM does not run on, those fees will not be reimbursed. Troubleshooting / Related Topics