myPTEZ Help Topics

PTAEZ Help articles

Generating officer reports
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...
Fri, Mar 27, 2020 at 2:06 PM
Change log report
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...
Fri, Mar 27, 2020 at 2:07 PM
Officer report
CAPTA has the ability to view all officers for Districts, Councils, and Units. Districts can see Council and Unit Officers within their District.  Councils ...
Fri, Mar 27, 2020 at 2:07 PM
Tax/Document management
Tax/Document Management provides PTA units, councils and districts the ability, at no cost, to upload all required tax confirmation documents directly to Ca...
Fri, Mar 27, 2020 at 2:08 PM
Membership management
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...
Fri, Mar 27, 2020 at 2:09 PM
Remove a membership
·        Select the red “minus” symbol to the right of the member you want to remove.
Fri, Mar 27, 2020 at 2:10 PM
Print membership report
·        Select “Print Directory” ·        Select the contact information that you would like to be reported. ·        Select “Print”
Fri, Mar 27, 2020 at 2:10 PM
Purchasing and printing membership cards with eCards
Please note: The eCard feature is only available to California PTA organizations at this time and are only valid when a Membership Item is purchased through...
Fri, Mar 27, 2020 at 2:12 PM
Tag admin (MyPTEZ)
Use this feature to create tags that can be applied to items to display a flag which indicates whether a student has that particular item in their purchase ...
Mon, Nov 21, 2022 at 9:01 AM
Our PTA
1. Select Admin/Our PTA 2. Enter in your PTA Unit Name 3. Fill in the PTA address, City, State, and Zip Code 4. Enter in a phone number for your PTA 5. ...
Fri, Mar 27, 2020 at 2:56 PM