Difference between revisions of "New Customer Check List"

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==Integrated Billing (For Finance/Administrator)==
 
==Integrated Billing (For Finance/Administrator)==
 
*Watch “[[Training_Videos|Billing I: Getting Started]]” webinar  [[File:Vid.png|link=Training_Videos]]
 
*Watch “[[Training_Videos|Billing I: Getting Started]]” webinar  [[File:Vid.png|link=Training_Videos]]
*Review or setup these items: your Chart of Accounts, Fee Items, and Fee Assignments
+
*Review or setup these items: your [[Chart of Accounts]], Fee Items, and Fee Assignments
 
*Select billing preferences and invoice template.  
 
*Select billing preferences and invoice template.  
 
*Watch “[[Create Recurring Member Invoices|Billing II: Day to Day Activities]]” webinar [[File:Vid.png|link=Training_Videos]]
 
*Watch “[[Create Recurring Member Invoices|Billing II: Day to Day Activities]]” webinar [[File:Vid.png|link=Training_Videos]]

Revision as of 18:59, 10 September 2015

Welcome! Your data has been converted and brought into your database. Walk through the items below to get up and running quickly. Find this check list any time at or by logging into your software.

Prepare to Use ChamberMaster / MemberZone (For All Staff)

Review Imported Data (For Administrator)

  • Spot check about 20 - 30 of your members. Look at all the tabs of information in the Members area to make sure everything was imported properly; i.e., General, Reps, Web, Communication, Account, etc.
  • If your billing history was imported, please make sure to look at the Account tab thoroughly to be sure all invoices and payments were imported properly
  • A few other areas of interest you may want to double check: Groups, Business Descriptions, Notes/Comments, Membership Fees, Custom Fields, Drop Dates and Reasons

Administrator Setup (For Administrators)

Integrated Billing (For Finance/Administrator)

Credit Card Setup (Optional)

Note: Requires Plus Edition or greater

Starting Out (For All Staff)