Difference between revisions of "New Customer Check List"
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| − | + | ==Get Started with an Overview== | |
| − | + | If you've never seen or used ChamberMaster or MemberZone before start off with a general overview to get an understanding of what it is and what it can do. | |
| − | |||
*Watch the recorded “[http://www.screencast.com/t/MV44cxBfvZEV Overview of ChamberMaster / MemberZone]” [[File:Vid.png|link=http://www.screencast.com/t/MV44cxBfvZEV]] webinar or attend a [http://events.chambermaster.com/events/calendar live webinar] | *Watch the recorded “[http://www.screencast.com/t/MV44cxBfvZEV Overview of ChamberMaster / MemberZone]” [[File:Vid.png|link=http://www.screencast.com/t/MV44cxBfvZEV]] webinar or attend a [http://events.chambermaster.com/events/calendar live webinar] | ||
| − | *[[Configuring Your Computer| | + | ==Setup your Computer== |
| + | Next thing to do is to make sure your computer won't give you any trouble when working in the database. | ||
| + | *[[Configuring Your Computer|Click here to go over how to set your browser settings]]. | ||
| − | ==Review | + | ==Review the data that has been imported== |
| + | Now that you're ready to use the system the next step is to review the imported data. | ||
*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. | *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 | *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 | *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 | ||
| − | + | If you find any issues, errors or have questions on the data import contact your account manager and provide specific details. | |
| − | ==Administrator Setup | + | ==Administrator Setup== |
| − | *Watch the recorded “[[Training_Videos|Administrator Training]]” webinar [[File:Vid.png|link=Training_Videos]] or attend one of the | + | After reviewing your database it's time to do some database Setup. |
| − | *[[ | + | *Watch the recorded “[[Training_Videos|Administrator Training]]” webinar [[File:Vid.png|link=Training_Videos]] or attend one of the [http://events.chambermaster.com/events/calendar live webinars] |
| + | *[[Set_Up_Organization_Information|Setup your Organization Information]] | ||
| + | *[[Add_or_Update_Staff/Admin_Accounts|Setup additional staff logins]] | ||
*[[Assign_QuickLink_categories|Assign business category QuickLinks]] [[File:Vid.png|link=http://www.screencast.com/t/MDQ4ZTlk]] | *[[Assign_QuickLink_categories|Assign business category QuickLinks]] [[File:Vid.png|link=http://www.screencast.com/t/MDQ4ZTlk]] | ||
| − | |||
| − | |||
| − | |||
==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: | + | *Review or setup these items: |
| − | *Select billing preferences and invoice template. | + | :*[[Chart of Accounts]] |
| + | :*Fee Items | ||
| + | :*Fee Assignments | ||
| + | :*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]] | ||
| − | *[[Create Recurring Member Invoices|Learn how to create a batch of invoices]] | + | :*[[Create Recurring Member Invoices|Learn how to create a batch of invoices]] |
==Credit Card Setup (Optional)== | ==Credit Card Setup (Optional)== | ||
Revision as of 17:33, 4 November 2015
Contents
Get Started with an Overview
If you've never seen or used ChamberMaster or MemberZone before start off with a general overview to get an understanding of what it is and what it can do.
- Watch the recorded “Overview of ChamberMaster / MemberZone”
webinar or attend a live webinar
Setup your Computer
Next thing to do is to make sure your computer won't give you any trouble when working in the database.
Review the data that has been imported
Now that you're ready to use the system the next step is to review the imported data.
- 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
If you find any issues, errors or have questions on the data import contact your account manager and provide specific details.
Administrator Setup
After reviewing your database it's time to do some database Setup.
- Watch the recorded “Administrator Training” webinar or attend one of the live webinars
- Setup your Organization Information
- Setup additional staff logins
- Assign business category QuickLinks
Integrated Billing (For Finance/Administrator)
- Watch “Billing I: Getting Started” webinar
- Review or setup these items:
- Chart of Accounts
- Fee Items
- Fee Assignments
- Select billing preferences and invoice template.
- Watch “Billing II: Day to Day Activities” webinar
Credit Card Setup (Optional)
Note: Requires Plus Edition or greater
- Schedule credit card setup with our customer support team
Starting Out (For All Staff)
- Watch “Member Management Basics” webinar
- Learn how to add a new member, find a member, and edit member info
