|
|
| (14 intermediate revisions by the same user not shown) |
| Line 1: |
Line 1: |
| − | Locate the member record and then select the appropriate information tab in the member’s record. Any changes you save to a member’s record are automatically updated throughout the database and within associated web site entries.
| + | #REDIRECT [[Editing Member Information]] |
| | | | |
| − | ==How to Edit Member Information==
| + | __NOINDEX__ |
| − | | |
| − | <html>
| |
| − | <div id="outer">
| |
| − | <p class="question">Members Contact Information</p>
| |
| − | <div class="content">
| |
| − | <ol>
| |
| − | <li>Select the desired member in the <b>Members</b> module.</li>
| |
| − | <li>Click the <b>General</b> tab.</li>
| |
| − | <li>Edit the contact information as desired and click <b>Save</b>.</li>
| |
| − | <li>The Reps information will automatically be updated for address, phone and fax (when those same rep fields already match prior to the edit).</li>
| |
| − | <li>Click the <b>Reps</b> tab and check the individual reps for any changes that should be made (if not already changed automatically).</li>
| |
| − | <li>Click the <b>Web</b> tab to ensure that "Use Company Information" checkbox is selected (which means that the Web tab is already updated). If not selected, then you can update the Web tab with any desired contact changes.</li>
| |
| − | </ol>
| |
| − | <p>Member contact information is used for internal viewing and included on communication pieces such as letters, labels and emails. The contact information on the Web tab will be displayed in the online directory.</p>
| |
| − | </div>
| |
| − | | |
| − | <p class="question">Billing Contact</p>
| |
| − | <div class="content">
| |
| − | <p><b>If no rep is currently selected</b></p>
| |
| − | <ol>
| |
| − | <li>On the <b>Account</b> tab, click select a billing rep in the "General Information" area.</li>
| |
| − | <li>Click the desired rep name in the "Choose a representative" list box and then click <b>Continue</b>.</li>
| |
| − | <li>If the desired rep is not listed in the "Choose a representative" list box, you may add a rep to this list by selecting "Add a New Rep" on the <b>Reps</b> tab.</li>
| |
| − | </ol>
| |
| − | <p><b>Change a selected rep</b></p>
| |
| − | <ol>
| |
| − | <li>On the <b>Account</b> tab, click change billing rep in the "General Information" area.</li>
| |
| − | <li>Click the desired rep name in the "Choose a representative" list box and then click <b>Continue</b></li>
| |
| − | </ol>
| |
| − | <p><b>Remove a rep</b></p>
| |
| − | <ol>
| |
| − | <li>On the <b>Account</b> tab, click remove billing rep in the "General Information" area.</li>
| |
| − | </ol>
| |
| − | <p><b>Notes and Tips:</b></p>
| |
| − | <ul>
| |
| − | <li>The Billing rep may also be selected or removed on the <b>Reps</b> tab. The checkbox "Billing Contact" under "Personal Information" can be selected there instead of making the change on the <b>Account</b> tab.</li>
| |
| − | <li>The Billing rep and their billing contact preference may also be selected/changed by the member in the "Member Information Center" if they have the proper permissions.</li>
| |
| − | <li>The address of the Billing rep is the address that invoices are sent to by default.<li>
| |
| − | <li>Integrated billing: If a Billing rep is changed to a different person or a different address <i>after</i> an invoice has been created, the old invoice will not automatically be updated with the new address. To update the old invoice to the name/address of the new Billing rep, click into the invoice, click <b>edit</b> in the "Bill To:" box, and click "choose rep" and select the appropriate new name.</li>
| |
| − | </ul>
| |
| − | </div>
| |
| − | | |
| − | | |
| − | | |
| − | <p><a class="question">Billing Renewal Month</p>
| |
| − | <div class="content">
| |
| − | | |
| − | </div>
| |
| − | | |
| − | | |
| − | | |
| − | | |
| − | <p><a class="question">Assigned Business Category</a></p>
| |
| − | <div class="content">
| |
| − | | |
| − | </div>
| |
| − | | |
| − | | |
| − | | |
| − | <p><a class="question">Assigned Chamber/ Association Representative</p>
| |
| − | <div class="content">
| |
| − | | |
| − | </div>
| |
| − | | |
| − | | |
| − | <p><a class="question">Fees and Dues</p>
| |
| − | <div class="content">
| |
| − | | |
| − | </div>
| |
| − | | |
| − | <p><a class="question">File-by Name</p>
| |
| − | <div class="content">
| |
| − | | |
| − | </div>
| |
| − | | |
| − | <p><a class="question">Join Date</p>
| |
| − | <div class="content">
| |
| − | | |
| − | </div>
| |
| − | | |
| − | | |
| − | <p><a class="question">Member Login Name and Password</p>
| |
| − | <div class="content">
| |
| − | | |
| − | </div>
| |
| − | | |
| − | <p><a class="question">Member Representatives</p>
| |
| − | <div class="content">
| |
| − | | |
| − | </div>
| |
| − | | |
| − | | |
| − | <p><a class="question">Membership Status</p>
| |
| − | <div class="content">
| |
| − | | |
| − | </div>
| |
| − | | |
| − | | |
| − | <p><a class="question">Change Modified Date</p>
| |
| − | <div class="content">
| |
| − | | |
| − | </div>
| |
| − | | |
| − | | |
| − | <p><a class="question">Web Display Information</p>
| |
| − | <div class="content">
| |
| − | | |
| − | </div>
| |
| − | | |
| − | | |
| − | | |
| − | </div>
| |
| − | | |
| − | <script>
| |
| − | $(".question").click(function () {
| |
| − | $header = $(this);
| |
| − | $content = $header.next();
| |
| − | $content.slideToggle(300, function () {
| |
| − | });
| |
| − | });
| |
| − | </script>
| |
| − | | |
| − | <style type="text/css">
| |
| − | | |
| − | .content {
| |
| − | display:none;
| |
| − | border: 1px solid transparent;
| |
| − | padding-left: 30px;
| |
| − | }
| |
| − | | |
| − | .question {
| |
| − | color: #0645ad;
| |
| − | cursor: pointer;
| |
| − | }
| |
| − | | |
| − | .question:hover {
| |
| − | text-decoration: underline;
| |
| − | }
| |
| − | | |
| − | </style>
| |
| − | </html>
| |
