Difference between revisions of "Member Management Table of Contents"

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==Manage Your Members==
 
==Manage Your Members==
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[[Member_Management-Manage_your_Members|Manage your Members]]
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[[Manage_Your_Members|Manage your Members - Overview]]
  
 
[[Accessing_and_navigating_the_Members_module|Accessing and navigating the Members module]]
 
[[Accessing_and_navigating_the_Members_module|Accessing and navigating the Members module]]
  
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[[Member_Management-How_to_Add_Drop_Merge_Members|How to Add, Drop, Merge Members]]
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[[Add,_Drop,_Merge_Members|How to Add, Drop, Merge Members]]
  
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[[Member_Management-Add_New_Member|Add New Member]]
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[[Using_Add_Member_Button|Add New Member]]
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[[Using_Add_Member_button|Using Add Member button]]
 
  
 
[[Member_Management-Find_a_Member|Find a Member]]
 
[[Member_Management-Find_a_Member|Find a Member]]
  
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[[Member_Management-Edit_Member_Information|Edit Member Information]]
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[[Edit_Member_Information|Edit Member Information]]
  
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[[Member_Management-How_to_edit_member_contact_information|How to edit member contact information]]
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[[How To Edit Member Contact Information|How to edit member contact information]]
  
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[[Member_Management-Edit_Billing_contact|Edit Billing contact]]
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[[Member_Management-Edit_Billing_contact_2|Edit Billing contact]]
  
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[[Member_Management-Change_a_selected_rep|Member_Management-Change_a_selected_rep]]
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[[Member_Management-Change_a_selected_rep|Change a Selected Rep]]
  
 
[[Member_Management-Modify_Billing_Renewal_Month|Modify Billing Renewal Month]]
 
[[Member_Management-Modify_Billing_Renewal_Month|Modify Billing Renewal Month]]
  
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[[Member_Management-Change_Assigned_Business_Category|Change Assigned Business Category]]
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[[Modify Created Date]]
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[[Member_Management-Modify_Assigned_Association_2f_Chamber_Representa|Modify Assigned Association / Chamber Representative]]
 
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[[Member_Management-Modify_Created_Date|Modify Created Date]]
 
  
 
[[Member_Management-Modify_Established_Date|Modify Established Date]]
 
[[Member_Management-Modify_Established_Date|Modify Established Date]]
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[[Member_Management-Edit_Fees_and_Dues|Edit Fees and Dues]]
 
[[Member_Management-Edit_Fees_and_Dues|Edit Fees and Dues]]
  
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[[Member_Management-Edit_File-by_Name|Edit File-by Name]]
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[[Edit File by Name|Edit File by Name]]
  
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[[Member_Management-Edit_Join_Date|Edit Join Date]]
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[[Edit Join Date]]
  
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[[Member_Management-Modify_Member_Login_name_and_Password|Modify Member Login name and Password]]
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[[Modify Member Login name and Password|Modify Member Login name and Password]]
  
 
[[Member_Management-Modify_Member_Representatives|Modify Member Representatives]]
 
[[Member_Management-Modify_Member_Representatives|Modify Member Representatives]]
  
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[[Member_Management-Change_Membership_Status|Change Membership Status]]
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[[Change Membership Status]]
  
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[[Member_Management-Change_Modified_Date|Change Modified Date]]
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[[Change Modified Date]]
  
 
[[Member_Management-Edit_Web_Display_Information|Edit Web Display Information]]
 
[[Member_Management-Edit_Web_Display_Information|Edit Web Display Information]]
  
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[[Member_Management-Drop_a_Member|Drop a Member]]
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[[Drop a Member]]
  
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[[Member_Management-Reinstate_2f_Re-activate_a_member|Reinstate / Re-activate a member]]
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[[Reinstate / Re-activate a member]]
  
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[[Member_Management-Merge_Members|Merge Members]]
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[[Merge Members]]
  
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[[Member_Management-Custom_Fields|Custom Fields]]
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[[Custom Fields]]
  
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[[Member_Management-Community_Member|Community Member]]
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[[Community Member]]
  
 
==Manage Representatives==
 
==Manage Representatives==
  
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[[Member_Management-Manage_Representatives|Manage Representatives]]
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[[Add a New Rep]]
  
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[[Member_Management-Add_a_New_Rep|Add a New Rep]]
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[[Modify Contact Information for a Rep]]
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[[Member_Management-Modify_contact_information_for_a_rep|Modify contact information for a rep]]
 
  
 
[[Member_Management-Reassign_Rep|Reassign Rep]]
 
[[Member_Management-Reassign_Rep|Reassign Rep]]
  
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[[Member_Management-Remove_2fInactivate_Rep|Remove/Inactivate Rep]]
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[[Remove/Inactivate_a_Rep|Remove/Inactivate a Rep]]
  
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[[Member_Management-Add_custom_fields_for_a_rep|Add custom fields for a rep]]
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[[Custom_Fields|Add custom fields for a rep]]
  
 
[[Member_Management-Send_email_to_rep(s)|Send email to rep(s)]]
 
[[Member_Management-Send_email_to_rep(s)|Send email to rep(s)]]
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[[Member_Management-Print_label_for_a_representative|Print label for a representative]]
 
[[Member_Management-Print_label_for_a_representative|Print label for a representative]]
  
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[[Member_Management-Web_Display_Options_for_a_rep|Web Display Options for a rep]]
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[[Member_Management-Set_Default_Web_Display_Options_for_Reps|Web Display Options for a rep]]
  
 
[[Member_Management-Set_Default_Web_Display_Options_for_Reps|Set Default Web Display Options for Reps]]
 
[[Member_Management-Set_Default_Web_Display_Options_for_Reps|Set Default Web Display Options for Reps]]
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[[Member_Management-Modify_Group_Participation|Modify Group Participation]]
 
[[Member_Management-Modify_Group_Participation|Modify Group Participation]]
  
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[[Member_Management-Impersonate_a_representative_in_the_Member_Infor|Impersonate a representative in the Member Information Center]]
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[[Impersonate a Representative in the Member Information Center|Impersonate a representative in the Member Information Center]]
  
 
[[Member_Management-Assign_login_permissions_to_a_rep|Assign login permissions to a rep]]
 
[[Member_Management-Assign_login_permissions_to_a_rep|Assign login permissions to a rep]]
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[[Member_Management-Determine_what_rep_info_is_seen_in_the_Member_In|Determine what rep info is seen in the Member Information Center]]
 
[[Member_Management-Determine_what_rep_info_is_seen_in_the_Member_In|Determine what rep info is seen in the Member Information Center]]
  
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==Manage Members' Online Listings==
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==Manage a Member's Online Listings==
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[[Member_Management-Manage_Members’_Online_Listing|Manage Members’ Online Listing]]
 
  
 
[[Member_Management-Edit_Member_Public_Displayed_Contact_Information|Edit Member Public Displayed Contact Information]]
 
[[Member_Management-Edit_Member_Public_Displayed_Contact_Information|Edit Member Public Displayed Contact Information]]
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[[Member_Management-Edit_eReferral_email_setup_options|Edit eReferral email setup options]]
 
[[Member_Management-Edit_eReferral_email_setup_options|Edit eReferral email setup options]]
  
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[[Member_Management-Create_a_reminder|Create a reminder]]
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[[Create_a_reminder|Create a reminder]]
  
 
[[Member_Management-Print_a_single_label|Print a single label]]
 
[[Member_Management-Print_a_single_label|Print a single label]]
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==Manage Account Information==
 
==Manage Account Information==
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[[Member_Management-Manage_Account_Information|Member_Management-Manage_Account_Information]]
 
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[[Member_Management-Manage_Account_Information_2|Manage Account Information]]
 
  
 
[[Member_Management-Check_Current_Balance|Check Current Balance]]
 
[[Member_Management-Check_Current_Balance|Check Current Balance]]
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[[Member_Management-Edit_Billing_contact_2|Edit Billing contact]]
 
[[Member_Management-Edit_Billing_contact_2|Edit Billing contact]]
  
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[[Member_Management-Change_a_selected_rep_2|Member_Management-Change_a_selected_rep_2]]
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[[Member_Management-Change_a_selected_rep_2|Change a Selected Rep 2]]
  
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[[Member_Management-Setup_automatic_recurring_credit_card_or_ACH_bil|Setup automatic recurring credit card or ACH billing]]
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[[Automatic_Recurring_Credit_Card_Billing_and_ACH_with_Authorize.Net|Setup automatic recurring credit card or ACH billing]]
  
 
[[Member_Management-Membership_Fees_and_Dues|Membership Fees and Dues]]
 
[[Member_Management-Membership_Fees_and_Dues|Membership Fees and Dues]]
  
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[[Member_Management-Add_a_new_fee_or_due_to_a_member|Add a new fee or due to a member]]
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[[Member_Management-Add_a_new_fee_or_due_to_a_member|Add a New Fee or Due to a Member]]
  
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[[Member_Management-Remove_or_Edit_a_fee_or_due_for_a_particular_mem|Remove or Edit a fee or due for a particular member]]
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[[Member_Management-Remove_or_Edit_a_fee_or_due_for_a_particular_mem|Remove or Edit a Fee or Due for a Particular Member]]
  
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[[Member_Management-Assign_Fee_with_Start_and_Stop_date_(Plus_editio|Assign Fee with Start and Stop date (Plus edition or greater only)]]
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[[Assign Fee with Start and Stop Date]]
  
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[[Member_Management-Invoice_a_one-time_item|Invoice a one-time item]]
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[[Invoice a One-Time Item]]
  
 
[[Member_Management-Transaction_History|Transaction History]]
 
[[Member_Management-Transaction_History|Transaction History]]
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[[Member_Management-Event_Activity|Event Activity]]
 
[[Member_Management-Event_Activity|Event Activity]]
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[[Member_Management-Web_Hits_2fStatistics|Web Hits/Statistics]]
 
  
 
[[Member_Management-Billing|Billing]]
 
[[Member_Management-Billing|Billing]]
  
 
[[Member_Management-Other_Individual_Member_Reports|Other Individual Member Reports]]
 
[[Member_Management-Other_Individual_Member_Reports|Other Individual Member Reports]]
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==Business Categories, Deals & Jobs==
 
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[[Member_Management-Business_Categories_Deals_Jobs|Business Categories, Deals, Jobs]]
 
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[[Member_Management-Assign_Business_Categories_to_your_members|Assign Business Categories to your members]]
 
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[[Member_Management-Assign_attributes_to_a_category|Assign attributes to a category]]
 
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[[Member_Management-Assign_Locations_to_your_member|Assign Locations to your member]]
 
  
 
==Individual Rep Logins==
 
==Individual Rep Logins==
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[[Member_Management-Rep_Permissions|Rep Permissions]]
 
[[Member_Management-Rep_Permissions|Rep Permissions]]
  
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[[Member_Management-Default_Permission_Sets|Default Permission Sets]]
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[[Default Permission Sets]]
  
 
[[Member_Management-Managing_Rep_Permission_Sets|Managing Rep Permission Sets]]
 
[[Member_Management-Managing_Rep_Permission_Sets|Managing Rep Permission Sets]]
  
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[[Member_Management-Setting_Maximum_Permissions|Setting Maximum Permissions]]
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[[Setting Maximum Permissions]]
  
 
[[Member_Management-Why_Individual_Rep_Logins|Why Individual Rep Logins]]
 
[[Member_Management-Why_Individual_Rep_Logins|Why Individual Rep Logins]]

Latest revision as of 23:36, 4 September 2016

Manage Your Members

Manage your Members - Overview

Accessing and navigating the Members module

How to Add, Drop, Merge Members

Add New Member

Find a Member

Edit Member Information

How to edit member contact information

Edit Billing contact

Change a Selected Rep

Modify Billing Renewal Month

Modify Created Date

Modify Established Date

Edit Fees and Dues

Edit File by Name

Edit Join Date

Modify Member Login name and Password

Modify Member Representatives

Change Membership Status

Change Modified Date

Edit Web Display Information

Drop a Member

Reinstate / Re-activate a member

Merge Members

Custom Fields

Community Member

Manage Representatives

Add a New Rep

Modify Contact Information for a Rep

Reassign Rep

Remove/Inactivate a Rep

Add custom fields for a rep

Send email to rep(s)

Print label for a representative

Web Display Options for a rep

Set Default Web Display Options for Reps

Modify Group Participation

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

Set the Redirect Index

Generate Member Info Page URL

Manage Communications

Manage Communication

Record a Phone Call or Note

Send an Email

Create and send a letter or fax

Refer a member using eReferral

What is an eReferral?

Send an eReferral

Edit eReferral email setup options

Create a reminder

Print a single label

Print a label(s)

Download label information

Manage Account Information

Check Current Balance

Edit Renewal Month

Edit Billing contact

Change a Selected Rep 2

Setup automatic recurring credit card or ACH billing

Membership Fees and Dues

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

Invoice a One-Time Item

Transaction History

Viewing transaction history (QuickBooks using CQI)

Transaction History (integrated Billing only)

View Individual Member Stats

View Individual Member Stats

Event Activity

Billing

Other Individual Member Reports

Individual Rep Logins

Individual Rep Logins

Creating Rep Login/Password

Sending a mass email invitation to create login account

Create a single login account

Joined Login Names

Rep Login Permissions

Inherited or Custom Permissions

Rep Permissions

Default Permission Sets

Managing Rep Permission Sets

Setting Maximum Permissions

Why Individual Rep Logins

Login Error Messages

FAQs

Member Management FAQs

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