Difference between revisions of "General Options Settings"

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[[Category: Administrator Tasks]]
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[[Category: Admin Tasks]]
   <div style="font-family: arial; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0IW0HA">Many settings in this area have been preset based on your individual configuration with MicroNet.  You may not have to change any selections shown here.  Call MicroNet support if you are unsure of the effect of changes.  If making any changes, please record the current settings BEFORE making any modifications.  </span></div>
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   <div style="font-family: arial; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0IW0HA">Many settings in this area have been preset based on your individual configuration with GrowthZone.  You may not have to change any selections shown here.  Contact [[Main_Page|Customer Support]] if you are unsure of the effect of changes.  If making any changes, please record the current settings '''before''' making any modifications.  </span></div>
 
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   <div style="font-family: arial; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt; text-align: justify;"><span id="wwpID0E0FW0HA">[[Image:Administrator_Tasks-General_Options_Settings-AdminTasks.1.04.1.jpg]]</span></div>
 
   <div style="font-family: arial; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt; text-align: justify;"><span id="wwpID0E0FW0HA">[[Image:Administrator_Tasks-General_Options_Settings-AdminTasks.1.04.1.jpg]]</span></div>
   <div style="font-family: arial; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0EW0HA">Figure 1-3</span></span> Association Information section in Setup</div>
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   <div style="font-family: arial; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0EW0HA">Figure 1</span></span> Association Information section in Setup</div>
 
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   <div style="font-family: arial; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt; text-align: justify;"><span id="wwpID0E0AW0HA">[[Image:Administrator_Tasks-General_Options_Settings-AdminTasks.1.04.4.jpg]]</span></div>
 
   <div style="font-family: arial; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt; text-align: justify;"><span id="wwpID0E0AW0HA">[[Image:Administrator_Tasks-General_Options_Settings-AdminTasks.1.04.4.jpg]]</span></div>
 
   <div style="font-family: arial; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt; text-align: justify;"><span id="wwpID0E06V0HA">[[Image:Administrator_Tasks-General_Options_Settings-AdminTasks.1.04.5.jpg]]</span></div>
 
   <div style="font-family: arial; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt; text-align: justify;"><span id="wwpID0E06V0HA">[[Image:Administrator_Tasks-General_Options_Settings-AdminTasks.1.04.5.jpg]]</span></div>
   <div style="font-family: arial; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E05V0HA">Figure 1-4</span></span> General Options &amp; Settings screen</div>
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   <div style="font-family: arial; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E05V0HA">Figure 2</span></span> General Options &amp; Settings screen</div>
 
   <div style="color: #5F497A; font-family: arial; font-size: 11pt; font-weight: bold; margin-left: 36pt;"><span id="wwpID0E04V0HA">Description of commonly modified selections:</span></div>
 
   <div style="color: #5F497A; font-family: arial; font-size: 11pt; font-weight: bold; margin-left: 36pt;"><span id="wwpID0E04V0HA">Description of commonly modified selections:</span></div>
 
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         <td><div style="font-family: arial; font-size: 11pt;"><span style="font-weight: bold;"><span id="wwpID0E0QV0HA">General Settings -&gt; Newsletter Solution:</span></span> If you have a subscription to Constant Contact, select Constant Contact.  This will display Constant Contact menu choices within ChamberMaster.  Note:  Also complete the Constant Contact section in the <span style="font-weight: bold;">Add-On Manager</span> area below.</div></td>
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         <td><div style="font-family: arial; font-size: 11pt;"><span style="font-weight: bold;"><span id="wwpID0E0QV0HA">General Settings -&gt; Newsletter Solution:</span></span> If you have a subscription to Constant Contact, select Constant Contact.  This will display Constant Contact menu choices within GrowthZone/ChamberMaster.  Note:  Also complete the Constant Contact section in the <span style="font-weight: bold;">Add-On Manager</span> area below.</div></td>
 
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         <td><div style="font-family: arial; font-size: 11pt;"><span style="font-weight: bold;"><span id="wwpID0E0MV0HA">Add-on Manager -&gt; Constant Contact:</span></span>  If you have a subscription to Constant Contact, record your subscription login and password here.  Having the login credentials recorded here will allow automatic opening to your Constant Contact account from certain menu selections in ChamberMaster.  For example: <span style="font-weight: bold;">Communication-&gt;Newsletters/Email Campaigns</span>.  To also allow ChamberMaster to automatically update your Constant Contact lists, select one or both of the synch checkboxes.  See “<span style="font-family: arial; font-size: 11pt;">Enable Constant Contact Synchronization</span>” for more information.</div></td>
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         <td><div style="font-family: arial; font-size: 11pt;"><span style="font-weight: bold;"><span id="wwpID0E0MV0HA">Add-on Manager -&gt; Constant Contact:</span></span>  If you have a subscription to Constant Contact, record your subscription login and password here.  Having the login credentials recorded here will allow automatic opening to your Constant Contact account from certain menu selections in GrowthZone/ChamberMaster.  For example: <span style="font-weight: bold;">Communication-&gt;Newsletters/Email Campaigns</span>.  To also allow GrowthZone/ChamberMaster to automatically update your Constant Contact lists, select one or both of the synch checkboxes.  See “<span style="font-family: arial; font-size: 11pt;">Enable Constant Contact Synchronization</span>” for more information.</div></td>
 
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         <td style="width: 18pt"><div style="font-family: arial; font-size: 11pt;">[[Image:Administrator_Tasks-rd_bullet.jpg|9px]]</div></td>
         <td><div style="font-family: arial; font-size: 11pt;"><span style="font-weight: bold;"><span id="wwpID0E0KV0HA">Add-on Manager -&gt; LiveEdit:</span></span> <span style="font-family: arial;">If you are using LiveEdit as your Content Management System, record your login credentials here.  This will place a shortcut button on your ChamberMaster toolbar to allow quick access to edit your website.  See “</span><span style="font-family: arial; font-size: 11pt;">Enable LiveEdit button</span><span style="font-family: arial;">” for more information.</span></div></td>
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         <td><div style="font-family: arial; font-size: 11pt;"><span style="font-weight: bold;"><span id="wwpID0E0KV0HA">Add-on Manager -&gt; LiveEdit:</span></span> <span style="font-family: arial;">If you are using LiveEdit as your Content Management System, record your login credentials here.  This will place a shortcut button on your toolbar to allow quick access to edit your website.  See “</span><span style="font-family: arial; font-size: 11pt;">Enable LiveEdit button</span><span style="font-family: arial;">” for more information.</span></div></td>
 
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Latest revision as of 15:46, 26 April 2017

Many settings in this area have been preset based on your individual configuration with GrowthZone. You may not have to change any selections shown here. Contact Customer Support if you are unsure of the effect of changes. If making any changes, please record the current settings before making any modifications.
1.
Click Setup in the left-hand navigation bar.
2.
Click General Options & Settings in the Association Information area.
Administrator Tasks-General Options Settings-AdminTasks.1.04.1.jpg
Figure 1 Association Information section in Setup
3.
Edit the desired fields in the General Options & Settings screen.
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Administrator Tasks-General Options Settings-AdminTasks.1.04.3.jpg
Administrator Tasks-General Options Settings-AdminTasks.1.04.4.jpg
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Figure 2 General Options & Settings screen
Description of commonly modified selections:
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General Settings -> Auto-update representative contact information when updating members*: This will default to on for new associations. Existing associations will have to check to select this option so that individual representative information (Reps tab) will automatically update when matching member information (General tab) is updated.
*When the member's address, primary phone or fax number is updated and it exactly matches the representative's address, work phone or fax then the matching representative(s) field(s) will be updated as well.
Administrator Tasks-rd bullet.jpg
General Settings -> Send automatic email notification to member when their submission for deals/jobs/events/news etc is approved: Defaulted to on. Members will receive an automatic email when staff sets their submission to Approved. No notice is sent if a submission is disabled or deleted. The email is sent to the following email address based on this criteria:
Administrator Tasks-rd bullet.jpg
Member created the content, no primary rep designated: Member is recipient
Administrator Tasks-rd bullet.jpg
Member created the content, 1 or more primary rep designated: Primary rep(s) is recipient
Administrator Tasks-rd bullet.jpg
Rep created the content: rep is recipient
Note: if a valid email address is not associated with the rep or member, then no email will be sent.
Administrator Tasks-rd bullet.jpg
General Settings -> Default Member Status: when new members are created by clicking the Add button on the toolbar, the Status drop-down will have the default status selected here. Choices are: Active, Courtesy, Non-Member, Prospective, or Dropped.
Administrator Tasks-rd bullet.jpg
General Settings -> Newsletter Solution: If you have a subscription to Constant Contact, select Constant Contact. This will display Constant Contact menu choices within GrowthZone/ChamberMaster. Note: Also complete the Constant Contact section in the Add-On Manager area below.
Administrator Tasks-rd bullet.jpg
Appearance -> Info Request Release Disclaimer and Thank you Message. Customize the text that appears on the public website when in the Info Request module.
Administrator Tasks-rd bullet.jpg
Email Server Settings -> Internal Email Disclaimer: appear on emails sent from inside the database, typically emails sent from you to your members.  Disclaimers do not appear on the bottom of emails sent using the “Send with Outlook” selection.
Administrator Tasks-rd bullet.jpg
Email Server Settings -> Public Email Disclaimer: appear on emails that are generated by visitors that access your public website and click links that send emails to you or your members. For instance the “Request Info” link found on the members’ public information page.
Administrator Tasks-rd bullet.jpg
Add-on Manager -> Constant Contact: If you have a subscription to Constant Contact, record your subscription login and password here. Having the login credentials recorded here will allow automatic opening to your Constant Contact account from certain menu selections in GrowthZone/ChamberMaster. For example: Communication->Newsletters/Email Campaigns. To also allow GrowthZone/ChamberMaster to automatically update your Constant Contact lists, select one or both of the synch checkboxes. See “Enable Constant Contact Synchronization” for more information.
Administrator Tasks-rd bullet.jpg
Add-on Manager -> Fax Solution: If you have a subscription to an Internet Fax Service, select that here and record the appropriate email addresses. See” Internet Fax Service” for more information.
Administrator Tasks-rd bullet.jpg
Add-on Manager -> LiveEdit: If you are using LiveEdit as your Content Management System, record your login credentials here. This will place a shortcut button on your toolbar to allow quick access to edit your website. See “Enable LiveEdit button” for more information.
Administrator Tasks-rd bullet.jpg
An Application Programming Interface (API) is now available to 3rd party developers that wish to create their own applications from your database. If you have someone wanting to develop a special-use application for you, contact support@micronetonline.com to receive a unique API key for your developer and the API documentation. Access is only granted to a 3rd party developer with your express permission.
4.
Click Save.