Administrator Tasks-Customizable Menu selections

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Customizing ChamberMaster : Customizable Menu selections


Customizable Menu selections
A variety of menu selections throughout ChamberMaster may be customized with selections of your choosing. Defaults selections exist in these menus already (with the exception of Custom Fields) but you could modify this list by adding or removing selections as desired.
Field Name
Used in what Module
Description
Where to edit
Sales Stage
Members
Designed to track the progress of a prospective member toward active status; may be used in any way desired
Members->General tab->edit stage options in the Additional Information area
Drop Reason
Members
Selected when completing the drop screen that appears when a member status is changed to Dropped.
Setup->Member Drop Reasons
Task
Communication and various locations
A Task may be selected when sending an email or creating a Communication entry. It identifies (for internal use) the subject or category of the correspondence that is being created. All communication may be filtered by Task to view communication across all members that relate to one topic (Task).
Setup-> Correspondence Categories
Event Category
Events
Assigned to an event so events may be displayed and searched for by their type on the public website.
Setup->Event Calendar: View/Edit Event Types
Group Type
Groups
Assigned to a group so groups may be displayed and searched for by their type in the Groups module; helps organize the multitude of groups that may be created.
 
Setup->Define Group Types
News Release Article Type
News Releases
Optional: Used to organize News articles on the public website. Article type is not displayed for the public but allows web designers the ability to display news by type if desired.
Setup->News Release Article Types
Custom fields - Members
Members – General tab
Used to store any information desired on a Members’ record. Chose from Text, Date, Drop-Down list, Boolean, and Numeric field types. These fields are available on each member’s record, on custom reports, and within custom communication as mail merge fields.
Members->General tab, Add/Edit Custom Fields in the Custom Fields area
Custom fields - Reps
Members ->Reps tab
Used to store any information desired on a Reps’ record. Choose from Text, Date, Drop-Down list, Boolean, and Numeric field types. These fields are available on each rep’s record and on custom reports.
Members->Reps tab, Add/Edit Custom Fields in the Custom Fields area.
Chart 1-1 Custom fields available