Edit Member Information

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.

How to Edit Member Information

Members Contact Information

1. Select the desired member in the Members module.
2. Click the General tab.
3. Edit the contact information as desired and click Save.
4. The Reps information will automatically be updated for address, phone and fax (when those same rep fields already match prior to the edit).
5. Click the Reps tab and check the individual reps for any changes that should be made (if not already changed automatically).
6. Click the Web 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.

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.

Billing Contact

If no rep is currently selected

1. On the Account tab, click select a billing rep in the General Information area.
2. Click the desired rep name in the Choose a representative list box and then click Continue.
3. 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 Reps tab.

Change a selected rep

• On the Account tab, click change billing rep in the General Information area.
• Click the desired rep name in the Choose a representative list box and then click Continue.

*Billing renewal month *Assigned Business category *Assigned Chamber/ Association representative *Fees and dues *File-by name *Join Date *Member Login name and Password *Member representatives *Membership status *Change Modified Date *Web display information