Gray Step Software Support

To provide login access to Board Members from within the Individuals Module highlight the name of the Board Member you are trying to give access to and sele...

Once access has been given to an Officer, you can change or remove their access:   1.      Select the Officer you wish to change access for 2.      Selec...

You now have the ability to “Merge” Duplicate Individuals within Admin/Individuals.   1.      Select the Individual you wish to Merge another Individual w...

You can generate a Report that lists all of your Officers by selecting “Generate Report”. You can select what information you would like to report on, or ru...

A “Change Log” is a report that shows any and all changes made to the unit(s) you are reporting on.   1.      While on the page of the School Year you wis...

CAPTA has the ability to view all officers for Districts, Councils, and Units. Districts can see Council and Unit Officers within their District.  Councils ...

Tax/Document Management provides PTA units, councils and districts the ability, at no cost, to upload all required tax confirmation documents directly to Ca...

The membership management application allows you to add new members, remove memberships, and run reports to view the contact information for all of your PTA...

·        Select the red “minus” symbol to the right of the member you want to remove.

·        Select “Print Directory” ·        Select the contact information that you would like to be reported. ·        Select “Print”