Difference between revisions of "Assign Locations to Your Members"

From Support Wiki
Jump to navigation Jump to search
(Created page with "<div xmlns="http://www.w3.org/1999/xhtml"> <div style="text-align: left;">Table of Contents | Member_Management-Assign_attributes_to_...")
 
Line 1: Line 1:
<div xmlns="http://www.w3.org/1999/xhtml">
+
Locations can be assigned to a member to further designate the community/area where the member is located<ref>If the Locations section is not available in your software, contact customer support for information on how to make this available.</ref>. Using this location field within reports or when sorting, staff may distinguish the membership by location. This field may also be used to narrow the search for consumers as they search for members in the online directory.
  <div style="text-align: left;">[[Member_Management-TableOfContents|Table of Contents]] | [[Member_Management-Assign_attributes_to_a_category|Previous]] | [[Member_Management-Individual_Rep_Logins|Next]] | [[Member_Management-Index|Index]]</div>
+
 
  <div style="color: #999999; font-family: sans-serif; font-size: 10pt; text-align: left;">
+
==Assign a Location==
    <span>[[Member_Management-Business_Categories_Deals_Jobs|Business Categories, Deals, Jobs]]</span> : Assign Locations to your member</div>
+
#On the Advanced Options tab, click Assign Location in the Locations area.
  <hr />
+
#Click the check box(es) in front of the desired location(s).
  <div style="color: #808080; font-family: Cambria; font-size: 18pt; margin-bottom: 12pt;"><span id="wwpID0EOHA"><br />Assign Locations to your member</span></div>
+
#Click Save & Exit.
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0ENHA">Locations can be assigned to a member to further designate the community/area where the member is located. Using this location field within reports or when sorting, staff may distinguish the membership by location. This field may also be used to narrow the search for consumers as they search for members in the online directory.</span></div>
+
:'''Note:''' Administrators may create new location selections by selecting '''Define Locations''' from the '''Setup''' menu.
  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0EMHA">If the Locations area is not available, contact </span><span style="color: #0000FF; font-size: 9pt; text-decoration: underline;">[[mailto:support@micronetonline.com|support@micronetonline.com]]</span> for information on making this available.</div>
+
 
  <div style="color: #5F497A; font-family: Cambria; font-size: 11pt; font-weight: bold; margin-left: 0pt; margin-top: 6pt;"><span id="wwpID0ELHA">Assign a location</span></div>
+
==Remove a Location==
  <div style="margin-left: 18pt;">
+
If you remove a category on the '''Advanced''' tab it is removing the member from belonging to that category. The category itself is not removed.
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
#On the '''Advanced''' tab, click to select the check box in front of the location that you wish to remove in the Locations area.
      <tr valign="baseline">
+
#Click '''Remove Selected Locations'''.
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
+
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0EKHA"> On the </span><span style="font-weight: bold;">Advanced Options</span> tab, click <span style="font-weight: bold;">Assign Location </span>in the <span style="font-weight: bold;">Locations</span> area.</div></td>
+
==Change Primary Location==
      </tr>
+
#On the '''Advanced''' tab, click '''Primary''' next to the desired location in the '''Locations''' area.
    </table>
 
  </div>
 
  <div style="margin-left: 18pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0EJHA">Click the check box(es) in front of the desired location(s).</span></div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="margin-left: 18pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0EIHA">Click </span><span style="font-weight: bold;">Save &amp; Exit</span>.</div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0EHHA">Administrators may create new location selections by selecting Define Locations from the Setup menu.</span></div>
 
  <div style="color: #5F497A; font-family: Cambria; font-size: 11pt; font-weight: bold; margin-left: 0pt; margin-top: 6pt;"><span id="wwpID0EGHA">Remove a location</span></div>
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0EFHA">If you remove a category on the </span><span style="font-weight: bold;">Advanced</span> tab it is removing the member from belonging to that category. The category itself is not removed.</div>
 
  <div style="margin-left: 18pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0EEHA">On the </span><span style="font-weight: bold;">Advanced Options</span> tab, click to select the check box in front of the location that you wish to remove in the <span style="font-weight: bold;">Locations</span> area.</div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="margin-left: 18pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0EDHA">Click </span><span style="font-weight: bold;">Remove Selected Locations</span>.</div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="color: #5F497A; font-family: Cambria; font-size: 11pt; font-weight: bold; margin-left: 0pt; margin-top: 6pt;"><span id="wwpID0ECHA">Change primary location</span></div>
 
  <div style="margin-left: 18pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0EBHA">On the </span><span style="font-weight: bold;">Advanced Options</span> tab, click <span style="font-weight: bold;">Primary</span> next to the desired location in the <span style="font-weight: bold;">Locations</span> area.</div></td>
 
      </tr>
 
    </table>
 
  </div>
 
</div>
 

Revision as of 20:41, 26 August 2016

Locations can be assigned to a member to further designate the community/area where the member is located[1]. Using this location field within reports or when sorting, staff may distinguish the membership by location. This field may also be used to narrow the search for consumers as they search for members in the online directory.

Assign a Location

  1. On the Advanced Options tab, click Assign Location in the Locations area.
  2. Click the check box(es) in front of the desired location(s).
  3. Click Save & Exit.
Note: Administrators may create new location selections by selecting Define Locations from the Setup menu.

Remove a Location

If you remove a category on the Advanced tab it is removing the member from belonging to that category. The category itself is not removed.

  1. On the Advanced tab, click to select the check box in front of the location that you wish to remove in the Locations area.
  2. Click Remove Selected Locations.

Change Primary Location

  1. On the Advanced tab, click Primary next to the desired location in the Locations area.
    1. If the Locations section is not available in your software, contact customer support for information on how to make this available.