Difference between revisions of "New Customer Check List"
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==Get Started with an Overview== | ==Get Started with an Overview== | ||
| − | If you've never seen or used ChamberMaster | + | 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. |
| − | *Watch the recorded “[http://www.screencast.com/t/MV44cxBfvZEV Overview of ChamberMaster | + | *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] |
| + | |||
==Setup 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. | 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]]. | *[[Configuring Your Computer|Click here to go over how to set your browser settings]]. | ||
| − | ==Review the data that has been imported== | + | ==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. | 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. | + | 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 (For database Administrator)== | ||
After reviewing your database it's time to do some database Setup. | 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] | *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] | ||
| Line 36: | Line 38: | ||
*Watch “[[Training_Videos|Member Management Basics]]” webinar [[File:Vid.png|link=Training_Videos]] | *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 | ||
| + | |||
| + | [[Category: Getting Started]] | ||
Latest revision as of 15:34, 26 April 2017
Contents
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.
- Watch the recorded “Overview of GrowthZone/ChamberMaster”
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 (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.
- 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
- Setup the Online Membership Application
Integrated Billing (For Finance/Administrator)
- Watch “Billing I: Getting Started” webinar
- Review or setup these items:
- Chart of Accounts
- 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
- Fee Assignments - Make sure your members have fees assigned to them for their membership renewals. See Assign Fee Items to a Member Account
- 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
