Member Management Table of Contents
Contents
Manage Your Members
Accessing and navigating the Members module
How to Add, Drop, Merge Members
How to edit member contact information
Change Assigned Business Category
Modify Assigned Association / Chamber Representative
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 Members' Online Listings
Manage Members’ Online Listing
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
Member Management-Manage Account Information
Member Management-Change a selected rep 2
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 (Plus edition or greater only)
Viewing transaction history (QuickBooks using CQI)
Transaction History (integrated Billing only)
View Individual Member Stats
Other Individual Member Reports
Business Categories, Deals & Jobs
Business Categories, Deals, Jobs
Assign Business Categories to your members
Assign attributes to a category
Assign Locations to your member
Individual Rep Logins
Sending a mass email invitation to create login account
Inherited or Custom Permissions