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.
Contents
Prepare for using ChamberMaster / MemberZone (For All Staff)
- Take “Overview of ChamberMaster / MemberZone” webinar
- Set browser software settings
- Allow pop-ups for ChamberMaster / MemberZone
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)
- Take “Administrator Training” webinar:
- Setup additional staff logins
- Assign business category QuickLinks
- Upload your logo
- (Optional) Define/modify custom fields
- (Optional) Customize Membership Types
Integrated Billing (For Finance/Administrator)
- Take “Billing I: Getting Started” webinar:
