Directory & SearchIn both editions

Every organization under you, one search away

Browse the districts, councils and units you oversee, or search for a name from anywhere. Export any list to Excel.

One afternoon at a district office, answered from the directory

Every question about who is under you starts and ends on the same screen.
  1. A unit calls: are we in council, and which one?

    You type the first word of the unit's name into the directory search. Clover Hill PTA comes up with its council, its district and its status beside it. The question is answered before the caller finishes asking.

  2. You open its page

    One page for the organization: its details, its board roster this term, its documents, its tasks and its compliance cards. Legal name, EIN, address, school and charter date, without a second system.

  3. You star it

    The unit is going to call back. One star and it sits in your sidebar under Favorites, next to the other four you visit every week.

  4. The district asks which units are pending

    Units tab, filter by status: pending. Sort by council. The three units that chartered this year are on one screen, with the council each one belongs to.

  5. You need every treasurer in one district

    Board Members tab, filter by district and by position. Every treasurer at every unit under that district, this term, with name and email, sortable by any column.

  6. You check who filed insurance this term

    Documents tab, filter by term and by document type. The certificates that are in are listed by organization; the Missing Document report covers the rest.

  7. You export it to Excel

    Any tab, any filter, one button. A large export builds in the background and Connect emails you a link when the file is ready, so you are not watching a spinner.

Eleven hundred organizations, and the list of them lives in five places

The directory is the one list, kept by the organizations themselves and seen by everyone above them.
The master list is a spreadsheet, and there are four of them

The state has one. Each district keeps its own. A council's is the most accurate and the least shared. None of them agree on which units still exist.

Who is the treasurer at Thistle Glen?

Somebody at the council knows. You email the council, the council emails the president, and the answer arrives Thursday. It was in a roster the whole time.

The status nobody updated

A unit was suspended in January. The spreadsheet still says active, so it still gets the mailings, the tasks and the dues expectations meant for a unit in good standing.

Five tabs, one set of filters, every organization under you

The directory is not a separate database somebody has to maintain. It is the same units, councils and districts that keep their own rosters and file their own documents in Connect, seen from above.

That is why it is right in March: the organizations updated it themselves in September.
Find any organization under you in one search

Built for state PTAs and school districts. We set it up with you.

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What every office gets

Search by name

A district, council or unit, found from anywhere in the directory by typing part of its name.

Filters

District, council, term, document type, position and unit status. Combine them and the list narrows to match.

Sort any column

By name, by council, by status, by position. Click the heading and the table reorders.

Excel export

Every tab, with its filters applied. Large exports build in the background and arrive by email.

The organization's page

Details, board, documents, tasks and compliance cards for any organization under you, on one page.

Favorites

Star the organizations you visit most and they sit in your sidebar, one click from anywhere.

And so much more
Four-level hierarchy
One login, every level
Scheduled tasks
Multi-level approvals
Weekly past-due reminders
Document types you define
Document review and approval
Filing by fiscal year
Missing document report
Compliance report
IRS filing status
Charity registry status
Board rosters by year
Roster copy-forward
Roster CSV import
Whole-organization export
Bylaws generator
Bylaws in Spanish
Saved recipient groups
Scheduled messages
Delivery and bounce tracking
In-app message center
Directory with export
Search across every level
Favorites
Membership sync
Dues payouts
Membership API
Read-only viewer access
Spanish interface

Frequently Asked Questions

See Connect with your own organizations in it

Tell us who you are and we will walk you through Connect, set up with your state or district, within two business days.