Difference between revisions of "New Customer Check List"

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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.  
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==Get Started with an Overview==
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If you've never seen or used GrowthZone/ChamberMaster before start off with a general overview to get an understanding of what it is and what it can do.
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*Watch the recorded “[http://www.screencast.com/t/MV44cxBfvZEV Overview of GrowthZone/ChamberMaster]” [[File:Vid.png|link=http://www.screencast.com/t/MV44cxBfvZEV]] webinar or attend a [http://events.chambermaster.com/events/calendar live webinar]
  
==Prepare to Use ChamberMaster / MemberZone (For All Staff)==
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==Setup your Computer==
*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]
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Next thing to do is to make sure your computer won't give you any trouble when working in the database.
*[[Configuring Your Computer|Set browser software settings]]
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*[[Configuring Your Computer|Click here to go over how to set your browser settings]].
  
==Review Imported Data (For Administrator)==
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==Review the data that has been imported (applies to new conversions)==
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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
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If you find any issues, errors, or have questions on the data import contact your account manager and provide specific details.
  
==Administrator Setup (For Administrators)==
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==Administrator Setup (For database Administrator)==
*Watch the recorded “[[Training_Videos|Administrator Training]]” webinar or attend one of the [http://events.chambermaster.com/events/calendar live webinars]
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After reviewing your database it's time to do some database Setup.
*[[Add_New_Staff_Access|Setup additional staff logins]]
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*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]
*[[Assign_QuickLink_categories|Assign business category QuickLinks]]  [[File:Vid.png|link=http://www.screencast.com/t/MDQ4ZTlk]]
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*[[Set_Up_Organization_Information|Setup your Organization Information]]
*[[Upload_Your_Logo|Upload your logo]]
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*[[Add_or_Update_Staff/Admin_Accounts|Setup additional staff logins]]
*(Optional) [[Customizable_Menu_selections|Define/modify custom fields]]
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*[[QuickLinks|Assign business category QuickLinks]]  [[File:Vid.png|link=http://www.screencast.com/t/MDQ4ZTlk]]
*(Optional) [[Membership Types|Customize Membership Types]]
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*[[Setup the Online Membership Application]]
  
 
==Integrated Billing (For Finance/Administrator)==
 
==Integrated Billing (For Finance/Administrator)==
*Take “[[Training_Videos|Billing I: Getting Started]]” webinar:
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# 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
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# Review or setup these items:  
*Select billing preferences and invoice template.  
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#:#[[Chart of Accounts]]
*Take “Billing II: Day to Day Activities” webinar:
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#:#Fee Items - Make sure your fee items are assigned to the correct Income Account, Fee Item Type, and Collection Basis. See [[Modify_or_Create_Fees_and_Dues_Items]]
*Learn how to create a batch of invoices
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#:*Fee Assignments - Make sure your members have fees assigned to them for their membership renewals. See [[Assign_Fee_Items_to_a_Member_Account]]
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#Watch “[[Create Recurring Member Invoices|Billing II: Day to Day Activities]]” webinar [[File:Vid.png|link=Training_Videos]]
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#:*[[Create Recurring Member Invoices|Create a batch of invoices]]
  
 
==Credit Card Setup (Optional)==
 
==Credit Card Setup (Optional)==
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==Starting Out (For All Staff)==
 
==Starting Out (For All Staff)==
*Take “Member Management Basics” webinar
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*Watch “[[Training_Videos|Member Management Basics]]” webinar [[File:Vid.png|link=Training_Videos]]
 
*Learn how to add a new member, find a member, and edit member info
 
*Learn how to add a new member, find a member, and edit member info
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[[Category: Getting Started]]

Latest revision as of 15:34, 26 April 2017

Get Started with an Overview

If you've never seen or used GrowthZone/ChamberMaster before start off with a general overview to get an understanding of what it is and what it can do.

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 (applies to new conversions)

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 (For database Administrator)

After reviewing your database it's time to do some database Setup.

Integrated Billing (For Finance/Administrator)

  1. Watch “Billing I: Getting Started” webinar Vid.png
  2. Review or setup these items:
    1. Chart of Accounts
    2. Fee Items - Make sure your fee items are assigned to the correct Income Account, Fee Item Type, and Collection Basis. See Modify or Create Fees and Dues Items
  3. Watch “Billing II: Day to Day Activities” webinar Vid.png

Credit Card Setup (Optional)

Note: Requires Plus Edition or greater

Starting Out (For All Staff)