Difference between revisions of "Administrator Tasks"

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Revision as of 08:27, 11 July 2017

Contents

Getting Started

When your GrowthZone/ChamberMaster software if first installed, one or more users will be designated as Administrator. These individuals should ensure that your database is configured with some basic settings. As you continue using your software, you may desire to customize many different settings such as Custom Fields, Online Event Calendar preferences, and Member Information Center options.

If you are just getting started with Admin Tasks, watch this 32 minute overview video Vid.png

Configuring Basics

The GrowthZone support team works with your association as your data is converted and imported. Many items will already be customized to you. However, having a comfort level with viewing these selections and knowing where to change them if needed may be desired.

Four areas are commonly referenced in the first weeks of using your software:

  • Business Information (association name & address etc)
  • General Options (integration settings)
  • Employees/Reps (staff login names and passwords)
  • Business Categories (member online directory categories)

Set Up Organization Information

Information in these fields will be the default business information displayed within your software and on certain integrated web pages.

  1. Click Setup in the left-hand navigation bar.
  2. Click Association Information in the Association Options area.
  3. Edit the desired fields on the General Association Information screen.
    • Ensure your association's name and address is complete and accurate.
    • Select the correct country and time zone.
    • Update your phone numbers and website.
    • Enter in your association's generic email address.
    This email is used when automatic emails are sent from the database as the from address
    • Upload your association's logo for display at various places through the software.
    See Upload Your Logo for details
  4. Click Save.

Organization Info.png

General Options & Settings

Many settings in this area have been preset based on your individual configuration with GrowthZone. You may not have to change any selections shown here. Contact Customer Support if you are unsure of the effect of changes. If making any changes, please record the current settings before making any modifications.
1.
Click Setup in the left-hand navigation bar.
2.
Click General Options & Settings in the Association Information area.
Administrator Tasks-General Options Settings-AdminTasks.1.04.1.jpg
Figure 1 Association Information section in Setup
3.
Edit the desired fields in the General Options & Settings screen.
Administrator Tasks-General Options Settings-AdminTasks.1.04.2.jpg
Administrator Tasks-General Options Settings-AdminTasks.1.04.3.jpg
Administrator Tasks-General Options Settings-AdminTasks.1.04.4.jpg
Administrator Tasks-General Options Settings-AdminTasks.1.04.5.jpg
Figure 2 General Options & Settings screen
Description of commonly modified selections:
Administrator Tasks-rd bullet.jpg
General Settings -> Auto-update representative contact information when updating members*: This will default to on for new associations. Existing associations will have to check to select this option so that individual representative information (Reps tab) will automatically update when matching member information (General tab) is updated.
*When the member's address, primary phone or fax number is updated and it exactly matches the representative's address, work phone or fax then the matching representative(s) field(s) will be updated as well.
Administrator Tasks-rd bullet.jpg
General Settings -> Send automatic email notification to member when their submission for deals/jobs/events/news etc is approved: Defaulted to on. Members will receive an automatic email when staff sets their submission to Approved. No notice is sent if a submission is disabled or deleted. The email is sent to the following email address based on this criteria:
Administrator Tasks-rd bullet.jpg
Member created the content, no primary rep designated: Member is recipient
Administrator Tasks-rd bullet.jpg
Member created the content, 1 or more primary rep designated: Primary rep(s) is recipient
Administrator Tasks-rd bullet.jpg
Rep created the content: rep is recipient
Note: if a valid email address is not associated with the rep or member, then no email will be sent.
Administrator Tasks-rd bullet.jpg
General Settings -> Default Member Status: when new members are created by clicking the Add button on the toolbar, the Status drop-down will have the default status selected here. Choices are: Active, Courtesy, Non-Member, Prospective, or Dropped.
Administrator Tasks-rd bullet.jpg
General Settings -> Newsletter Solution: If you have a subscription to Constant Contact, select Constant Contact. This will display Constant Contact menu choices within GrowthZone/ChamberMaster. Note: Also complete the Constant Contact section in the Add-On Manager area below.
Administrator Tasks-rd bullet.jpg
Appearance -> Info Request Release Disclaimer and Thank you Message. Customize the text that appears on the public website when in the Info Request module.
Administrator Tasks-rd bullet.jpg
Email Server Settings -> Internal Email Disclaimer: appear on emails sent from inside the database, typically emails sent from you to your members.  Disclaimers do not appear on the bottom of emails sent using the “Send with Outlook” selection.
Administrator Tasks-rd bullet.jpg
Email Server Settings -> Public Email Disclaimer: appear on emails that are generated by visitors that access your public website and click links that send emails to you or your members. For instance the “Request Info” link found on the members’ public information page.
Administrator Tasks-rd bullet.jpg
Add-on Manager -> Constant Contact: If you have a subscription to Constant Contact, record your subscription login and password here. Having the login credentials recorded here will allow automatic opening to your Constant Contact account from certain menu selections in GrowthZone/ChamberMaster. For example: Communication->Newsletters/Email Campaigns. To also allow GrowthZone/ChamberMaster to automatically update your Constant Contact lists, select one or both of the synch checkboxes. See “Enable Constant Contact Synchronization” for more information.
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Add-on Manager -> Fax Solution: If you have a subscription to an Internet Fax Service, select that here and record the appropriate email addresses. See” Internet Fax Service” for more information.
Administrator Tasks-rd bullet.jpg
Add-on Manager -> LiveEdit: If you are using LiveEdit as your Content Management System, record your login credentials here. This will place a shortcut button on your toolbar to allow quick access to edit your website. See “Enable LiveEdit button” for more information.
Administrator Tasks-rd bullet.jpg
An Application Programming Interface (API) is now available to 3rd party developers that wish to create their own applications from your database. If you have someone wanting to develop a special-use application for you, contact support@micronetonline.com to receive a unique API key for your developer and the API documentation. Access is only granted to a 3rd party developer with your express permission.
4.
Click Save.

Staff/Employee Logins and Permissions

Our support team will provide your initial login name and password for a single staff person. Additional login names and passwords may be created at your convenience under Setup > Employees/Reps. Default address, phone number and email address information for each staff person are modified here as well.

You will assign a certain level of permission to your staff based on their need for access to financial information, administration tools and basic member information.

Receiving the highest permission level of Administrator gives the ability to modify any of the settings in your software – including the ability to add/remove other staff logins and assign different permission levels.

Staff Permission Levels

  • Administrator: Staff/employee with all available rights in the software; full access to all financial and setup areas; able to add new database fields within the software screens
  • Finance: Staff/employee with all rights except ability to modify Setup selections
  • Standard User: Staff/employee with all rights except ability to modify Setup selections and access the QuickBooks or Billing menu.
Standard User permissions still allow the ability to view invoice and payment activity on the members’ account.
  • Disabled: Staff/employee with this permission level will not be able to login to the software.

Add New Staff Access

1. Click Setup in the left-hand navigation bar.

2. Click Association Employees/Reps in the Association Options area.


Add staff.png


3. Click Add a New Rep.


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4. Complete the Personal Information and Contact Information sections.

Note: The Email Address recorded here should be the same email address that is used when accessing your own email program. If correctly specified, then using the options in software to "Email from Outlook" will not give an error. See Email Sending Options for more information.
Note: The First Name and Last Name fields (with a space between the 2 fields) will be what displays in the “From” line in the recipient’s email inbox.


Administrator Tasks-Add New Staff Access-AdminTa.png


5. Click Save & Exit.

6. To create a login account for this staff user, click their name in the List of Representatives, expand the Permissions for... section and click Create Login Account.

7. Complete the Login Account and Database Permissions sections and click Save.


Add staff perms.png


Note for Users of SmartCMS: A staff user's permission for SmartCMS are also configured in this section.

Note: To edit a staff user's email notifications, expand the Additional Settings For... section and select the desired options.

Set Email Notifications

1. Click Setup in the left-hand navigation bar.

2. Click Association Employees/Reps in the Association Options area.


Add staff.png


3. Click Add a New Rep.


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4. Complete the Personal Information and Contact Information sections.

Note: The Email Address recorded here should be the same email address that is used when accessing your own email program. If correctly specified, then using the options in software to "Email from Outlook" will not give an error. See Email Sending Options for more information.
Note: The First Name and Last Name fields (with a space between the 2 fields) will be what displays in the “From” line in the recipient’s email inbox.


Administrator Tasks-Add New Staff Access-AdminTa.png


5. Click Save & Exit.

6. To create a login account for this staff user, click their name in the List of Representatives, expand the Permissions for... section and click Create Login Account.

7. Complete the Login Account and Database Permissions sections and click Save.


Add staff perms.png


Note for Users of SmartCMS: A staff user's permission for SmartCMS are also configured in this section.

Note: To edit a staff user's email notifications, expand the Additional Settings For... section and select the desired options.

Modify Login Access

To change a login name, password and /or permissions for a staff/ employee
1.
Click Setup in the left-hand navigation bar.
2.
Click Employees/Reps in the Association Information area.
Administrator Tasks-Modify Login Access-AdminTasks.1.08.1.jpg
Figure 1-7 Information Section of the Setup menu
3.
Click the desired rep’s name in the List of Representatives area. The selected row will show in yellow.
4.
Edit the Login Name, Login Password and Permission Level fields in the Permissions area as desired.
 
5.
Click Save.
If this staff has login access to another MicroNet database or has a rep login/password on a member account (Members->Reps tab), see Joining Login Names for more information.

Business Categories

Modify Business Directory Categories

Printing Business Category Reports

QuickLinks

Point of Interest Categories

MarketSpace Categories

Customizing the Software

Many options are provided for customizing the selections which allow the software to perform and look the way you want.

  • Membership Types may be created so you can assign Membership Types of your own through a drop-down list when creating or modifying your member’s record. Selecting your members by Membership Type then is an option that is available throughout the software.
  • Menu choices in the Members Only login area may be customized providing the precise experience that you desire for your membership.
  • The “look and feel” of other public website modules may also be customized using menu selections in “Event Options and Settings” or “Business Directory Control Panel”. Settings specific to Hot Deals, job postings, and MarketSpace may also be modified.
  • Social Networking options are available to allow Job Postings, Events, Hot Deals, New Members, and News Releases to be promoted on your Facebook, Twitter, or LinkedIn account with only a few one-time selections. This feature is only available to associations that have upgraded to the Plus edition or greater.
  • Plus edition users or greater may also include credit card as a payment method for event registration, online membership application payment, or when member pay bills online in their Member Information Center.

Note that only staff with Administrator Level permissions are able to make these changes.

Membership Types

Membership Types may be created so you can assign them to a drop-down list when creating or modifying your member’s record. Selecting your members by Membership Type then is an option that is available throughout the software.

Define Your Own Membership Types

1.
Click Setup in the left-hand menu.
2.
Click Define Membership Types.
Define your own Membership Types-AdminTasks.1.22.1.jpg
Figure 2-1 Define Membership Types selection
3.
Click Add New Type.
Users of ChamberMaster Plus will have an option to Set Icon for each Membership Type. Upload a .jpg or .gif file for each Membership Type which will display next to the name of any member assigned to this Membership Type in the online Business Directory. Maximum graphic size is 30 x 12 pixels.
Define your own Membership Types-AdminTasks.1.22.2.jpg
Figure 2-2 Adding new Membership Type
4.
Type the desired Membership Type.
5.
Click Save.
6.
Continue adding new types and then click Continue when desired Membership Types have been created.

Assign Membership Type to a Member

Membership Type may also be assigned when a new member is created. This selection is available on the second step of the four in creating a new member.
1.
Click Members in the left-hand menu.
2.
Select the desired member from the drop-down menu.
3.
On the General tab, click the Membership Type arrow in the Additional Information area to select the desired Membership Type.
Assign Membership Type to a member-AdminTasks.1.23.1.jpg
Figure 2-2a Assigning Membership Type to your member
4.
Click Save.

How are Membership Types used?

Membership Types are used throughout the software once defined and assigned to your members. Some common uses of Membership Type:
Reports may be viewed/generated by Membership Type
Communication may be sent/created by Membership Type
Event invitations may be sent by Membership Type

Member Login Area Options & Settings

Your members have a secure password-protected Member Information Center available through the Internet where they can view and edit their company information which automatically updates the public member listing on the your website, pay bills, interact with each other, submit jobs, advertising, and events for approval, and also view statistical reports. This Member Login area may be customized by you using menu selections in the Setup module.

Customize the Member Login area selections

Selections made here determine the permissions that are available for all member logins and also set the maximum permissions allowed for all rep logins, if individual rep logins are used.
1.
Click Setup in the left-hand menu.
2.
Click Member Login Area Options & Settings in the General Information area.
3.
Click the Permissions tab.
4.
Select Enable for selections that should appear on the Members’ menu, and select Disabled for selections that should not appear.
Administrator Tasks-Customize the Member Login area selections-AdminTasks.1.22.1.jpg
Figure 2-3 Member Login Area Options and Settings – Permissions tab
5.
Click Save.

Control members access to other member email addresses

1.
Click Setup in the left-hand menu.
2.
Click Member Login Area Options & Settings in the General Information area.
3.
Click the Settings tab.
4.
In the Email Addresses area, select how you’d like the email addresses to appear for member and reps in the Member Information Center. (v or greater)
Administrator Tasks-Control members access to other member email add-AdminTasks.1.23.1.jpg
5.
Click Save.
Administrator Tasks-Control members access to other member email add-AdminTasks.1.23.2.jpg

Create your own menu selections

1. Click Setup in the left-hand menu.

2. Click Member Login Area Options & Settings in the General Information area.

3. Click the Menu Items tab.

4. Click Add/Edit Menu Section 1 (or Add/Edit Menu Section 2 or Add/Edit Menu Section 3). Each section represents a separate section of the menu displayed in the Member Information Center.


Administrator Tasks-Create your own menu selections-AdminTasks.1.24.1.jpg
Figure: Creating Custom Links


5. Create your own custom section title if desired and then click Save.

6. Click Add a New Link.


AdminTasks.1.29.2.jpg
Figure: Adding a Custom Menu Item


7. Complete the Add Custom Menu Item fields.

8. Click Save.

9. Click Continue.

Modify the Member Login area Home page text

1. Click Setup in the left-hand menu.

2. Click Member Login Area Options & Settings in the General Information area.

3. Click the Messages tab.

4. Click edit.


AdminTasks.1.30.1.jpg

Figure 2-11 Home Page Appearance


5. Click Use Custom.

6. Click Edit.

7. Make desired changes to the text.

8. Click Continue.

9. Click Save.

Note: You can return to the default text at any time by clicking Use Default and then click Save.

Enable and Customize Promote Your Business Widget in MIC

The Promote Your Business widget will display in Member Information Center (MIC) for those that have a Basic Web Participation package to encourage Basic package members to upgrade to an Enhanced Web Participation package. You can enable/disable the widget and control the message that appears with the widget.

MIC Version 4: Promote Your Business and Upgrade Your Listing widgets appear on the Company Information->Profile Summary page.


AdminTasks.1.31.2.jpg


The Upgrade your Listing widget may also appear and be controlled by this setting depending your benefit campaign arrangement with GrowthZone (if any).

AdminTasks.1.31.3.jpg

Enable/Disable the Promote your Business and the Upgrade Your Listing Widget

1. Click Setup in the left-hand menu.

2. Click Member Login Area Options & Settings in the General Information area.

3. Click the Permissions tab.

4. Click the Enabled/Disabled selection in the Display Upgrade Message drop down.


AdminTasks.1.31.4.jpg


5. Click Save.

Edit the Message on Promote Your Business and the Upgrade Your Listing Widget

1. Click Setup in the left-hand menu.

2. Click Member Login Area Options & Settings in the General Information area.

3. Click the Messages tab.

4. Click Use Custom.

5. Click Edit.

6. Make desired changes to the text.

7. Click Continue.

8. Click Save.

Note: you can return to the default text at any time by clicking Use Default and then click Save.

Determine the Email Recipients of Promote Your Business and the Upgrade Your Listing Widget

1.Click Setup in the left-hand menu.

2. Click Member Login Area Options & Settings in the General Information area.

3. Click the Messages tab.

4. Type the email addresses of the desired recipients of those that submit a request to "promote their business.”

5. Click Save.

Note: you can enter multiple email addresses separated with a semi-colon.

Customize Forgot Password Error Message

The error received by members and reps that click Forgot Password and incorrectly enter their login credentials may be given a customized message that will give detailed instructions.
Edit the Forgot Password Error Message
1.
Click Setup in the left-hand menu.
2.
Click Member Login Area Options & Settings in the General Information area.
3.
Click the Messages tab.
Administrator Tasks-Customize Forgot Password Error Message-AdminTasks.1.27.1.jpg
4.
Click Use Custom.
5.
Click Edit.
6.
Make desired changes to the text.
7.
Click Continue.
8.
Click Save.
Note: you can return to the default text at any time by clicking Use Default and then click Save.

Customize the Member Information Center MIC Help

Feel free to use the videos and help information listed here or replace with videos and help text of your own.
Customize the MIC Help
1.
Click Setup in the left-hand menu.
2.
Click Member Login Area Options & Settings in the General Information area.
3.
Click the MIC Help tab.
Administrator Tasks-Customize the Member Information Center MIC Help-AdminTasks.1.28.1.jpg
4.
Click Use Custom on either Help Item 1 or Help Item 2.
5.
Click Edit.
6.
Make desired changes to the text.
7.
Click Continue.
8.
Click Save.
Note: you can return to the default text at any time by clicking Use Default and then click Save.

Customize the Member Information Center MIC4 Search

Member Information Center version 4 has powerful search ability in the member directory. Customize what options and filters display and whether include reps in addition to the members in the search results.

Customize MIC Version 4 Search Results

1. Click Setup in the left-hand menu.

2. Click Member Login Area Options & Settings in the General Information area.

3. Click the Settings tab.

AdminTasks.1.34.1.jpg

4. Select the desired filters and search result options.

5. Click Save.

  • Enabling your QuickLinks in the MIC search will display in the MIC as Categories. Then your Categories will be labeled as Subcategories, making it easier for members to understand the hierarchy.

AdminTasks.1.34.2.jpg


  • New Members filter displays a checkbox where those searching would see those with a Join Date of today or 30 days prior.

AdminTasks.1.34.3.jpg

  • Selecting Yes for Display Representatives in Search Results will display only members in your MIC Directory instead of both members and rep names. If set to No, Rep names and information may still be viewed when accessing the member details page but now the rep names and member names don't have to mingle in the directory.

Customize the Member Information Center Features Available

1. Click Setup in the left-hand menu.

2. Click Member Login Area Options & Settings in the General Information area.

3. Click the Settings tab.


AdminTasks.1.35.1.jpg


AdminTasks.1.35.2.jpg


4. Select the desired additional features or enable/disable the Community Activity Feed.

5. Click Save.

  • Google Translate makes it possible displays the Member Information Center in the language selected by the viewer. Enabling this selection displays the Translate button on-screen.


AdminTasks.1.35.3.jpg


  • Member to Member Reviews enables ability for members to rate and reviews each other if desired. Note: No automatic staff notifications when reviews are posted at this time.


AdminTasks.1.35.4.jpg


  • Allow members to login with their social login. If disabled, this removes the social login option from your /login page.
  • Request for Proposal Module turns on/off the Request for Proposal menu selection from display in the Member Information Center.

Social Network Publishing

ChamberMaster will automatically publish your events, Hot Deals, news, new members, and job postings to Twitter, Facebook, and/or LinkedIn for those that have upgraded to the Premier Edition or greater and have an account on any of these social networking sites.
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Connect Twitter / Facebook / LinkedIn
Administrator Tasks-rd bullet.jpg
Tips for Facebook Users
Troubleshooting the connection
Issues with posts not appearing are often solved by disconnecting from the social network service and then reconnecting again. These 3rd party companies will occasionally adjust their code which might cause our connection with them to be interrupted. Simply re-doing the connection often solves the problem.
Administrator Tasks-rd bullet.jpg
Disconnect Twitter
Administrator Tasks-rd bullet.jpg
Disconnect Facebook
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Disconnect LinkedIn

Connect to Twitter / Facebook / LinkedIn

One time selections must be made in ChamberMaster to associate ChamberMaster with your Twitter/Facebook/LinkedIn account and select which items should be published. Items such as Events, New, New Members, Hot Deals, and Job Postings may be posted to your accounts.
1.
Click Setup in the left-hand menu.
2.
Click Social Network Publishing.
3.
Click the Twitter Connect/Facebook Connect/LinkedIn icon to connect your Twitter/Facebook/LinkedIn account to ChamberMaster.
Administrator Tasks-Connect to Twitter 2f Facebook 2f LinkedIn-AdminTasks.1.32.1.jpg
Figure 2-11 Social Network Publishing
4.
Follow the on-screen prompts.
5.
In the Settings area, click the checkmarks to select the desired items to publish.
6.
Select which calendar(s) should be published.
7.
Type the number of days that events should be published before the starting date of the event.
Administrator Tasks-Connect to Twitter 2f Facebook 2f LinkedIn-AdminTasks.1.32.2.jpg
8.
For LinkedIn users: After connecting to LinkedIn, select one of your groups in the Additional LinkedIn Options section to indicate to the discussion group where posting will occur. Note: You must be the owner (creator) of the LinkedIn group in order to post to that group; group membership is not enough. This group must be selected prior to clicking “Post Test Message”.
9.
Click Save.
10.
Click Post Test Message to initiate a check of the connection and to verify where the post will display.
Tips for Facebook Users:
Logo: Load your association logo under Setup->Organization Information in order to have your logo display next to the Facebook posts. Without a logo uploaded, the post will display a “Powered by ChamberMaster” logo.
Event posting: The Search Description field on Events->General tab determines the phrase that appears at the bottom of the Facebook post. This field is populating the event META data which should result in more favorable Search Engine ranking over time. Use descriptive, precise phrases in this field for best results. If no data is saved in this field, the first 160 characters of the Event Description is used for the Facebook post. Search engine ranking is not directly affected by this field. The Search Description field is available to those with v2 or v3 public modules.
Event image: The Main Event Photo found on the Events->General tab under Photos and Images is being suggested to Facebook as the appropriate image to use in the event post.
Tips for all Social Network Users
Issues with posts not appearing are often solved by disconnecting from the social network service and then reconnecting again. These 3rd party companies will occasionally adjust their code which might cause our connection with them to be interrupted. Simply re-doing the connection often solves the problem.
Administrator Tasks-rd bullet.jpg
Disconnect Twitter
Administrator Tasks-rd bullet.jpg
Disconnect Facebook
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Disconnect LinkedIn

Disconnect Twitter from GrowthZone/ChamberMaster

If connected to the wrong Twitter account by mistake, or in certain troubleshooting situations, you may wish to disconnect Twitter from the ChamberMaster connection.

1. Login to your Twitter account that you wish to have disconnected.

2. Click Profile.


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3. Click Edit your Profile.


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4. Click Applications.


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5. Click ChamberMaster.

6. Click Revoke Access.

Disconnect Facebook from GrowthZone/ChamberMaster

If connected to the wrong Facebook account by mistake, or in certain troubleshooting situations, you may wish to disconnect Facebook from the ChamberMaster / GrowthZone connection.
1.
Login to the Facebook account you wish to disconnect.
2.
Click the menu arrow in the upper right-hand corner.
3.
Click Account Settings.
Disconnect Facebook from ChamberMaster-AdminTasks.1.39.1.jpg
4.
Click Apps.
Disconnect Facebook from ChamberMaster-AdminTasks.1.39.2.jpg
5.
Find ChamberMaster on the list.
6.
Click the x at the end of the ChamberMaster entry.
Disconnect Facebook from ChamberMaster-AdminTasks.1.39.3.jpg
7.
Click Remove.
Disconnect Facebook from ChamberMaster-AdminTasks.1.39.4.jpg
8.
Click Okay.
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Disconnect LinkedIn from GrowthZone/ChamberMaster

Repost Single Event to Your Facebook page

Customizable Menu selections

Customize the Website Modules

Modify Event Options and Settings

Modify Business Directory Control Panel

Modify Job Posting Settings

Modify Hot Deals Settings

Modify MarketSpace Settings

Credit Card Processing

Internet Fax Service

What is an email fax service?

Configure GrowthZone/ChamberMaster to use my email fax service

Which email fax services are supported?

Miscellaneous Settings

Enable LiveEdit Button

Enable Constant Contact Synchronization

Enable Votility Integration

Help Documentation

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