Member Management Table of Contents
Contents
Manage Your Members
Manage your Members - Overview
Accessing and navigating the Members module
How to Add, Drop, Merge Members
How to edit member contact information
Modify Member Login name and Password
Reinstate / Re-activate a member
Manage Representatives
Modify Contact Information for a Rep
Print label for a representative
Set Default Web Display Options for Reps
Impersonate a representative in the Member Information Center
Assign login permissions to a rep
Determine what rep info is seen in the Member Information Center
Manage a Member's Online Listings
Edit Member Public Displayed Contact Information
Edit Member Public Display attributes
Edit Member Public Description
Edit Member Public Photos and Images
Edit Member Search Results Map Information
Member Login name and Password
Select Basic or Enhanced Listing
Manage Communications
Create and send a letter or fax
Refer a member using eReferral
Edit eReferral email setup options
Manage Account Information
Setup automatic recurring credit card or ACH billing
Add a New Fee or Due to a Member
Remove or Edit a Fee or Due for a Particular Member
Assign Fee with Start and Stop Date
Viewing transaction history (QuickBooks using CQI)
Transaction History (integrated Billing only)
View Individual Member Stats
Other Individual Member Reports
Individual Rep Logins
Sending a mass email invitation to create login account
Inherited or Custom Permissions