Difference between revisions of "Getting Started-New Customer Check List"

From Support Wiki
Jump to navigation Jump to search
Line 1: Line 1:
−
<div xmlns="http://www.w3.org/1999/xhtml">
+
<div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0TB0HA">Welcome!  Your data has been converted and brought into your database.  Walk through the items below to get up and running quickly.  Find this check list any time at </span><span style="color: #003366; font-size: 11pt; text-decoration: underline;">[[http://education.chambermaster.com/help/wwhelp/wwhimpl/api.htm?context=getstart&amp;topic=gs12|http://education.chambermaster.com/help/wwhelp/wwhimpl/api.htm?context=getstart&amp;topic=gs12]]</span> or by logging into your software.  Click <span style="font-weight: bold;">Help/Info</span> and select <span style="font-weight: bold;">Getting Started</span>. </div>
−
  <div style="text-align: left;">[[Getting_Started-TableOfContents|Table of Contents]] | [[Getting_Started-Where_to_go_next|Previous]] | [[Getting_Started-Additional_Check_List_items|Next]] | [[Getting_Started-Index|Index]]</div>
 
−
  <div style="color: #999999; font-family: sans-serif; font-size: 10pt; text-align: left;">New Customer Check List</div>
 
−
  <hr />
 
−
  <div style="color: #808080; font-family: Cambria; font-size: 22pt;"><span id="wwpID0E0UB0HA">New Customer Check List</span></div>
 
−
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0TB0HA">Welcome!  Your data has been converted and brought into your database.  Walk through the items below to get up and running quickly.  Find this check list any time at </span><span style="color: #003366; font-size: 11pt; text-decoration: underline;">[[http://education.chambermaster.com/help/wwhelp/wwhimpl/api.htm?context=getstart&amp;topic=gs12|http://education.chambermaster.com/help/wwhelp/wwhimpl/api.htm?context=getstart&amp;topic=gs12]]</span> or by logging into your software.  Click <span style="font-weight: bold;">Help/Info</span> and select <span style="font-weight: bold;">Getting Started</span>. </div>
 
 
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span style="font-size: 9pt;"><span id="wwpID0E0SB0HA">[[https://www2.gotomeeting.com/register/225868954|[[Image:Getting_Started-New_Customer_Check_List-NewChamberChecklist.2.1.01.jpg]]]]</span></span><span style="font-size: 9pt;">=Video,  </span>[[Image:Getting_Started-New_Customer_Check_List-NewChamberChecklist.2.1.02.jpg]]<span style="font-size: 9pt;"> = PowerPoint, </span>[[Image:Getting_Started-New_Customer_Check_List-NewChamberChecklist.2.1.03.jpg]]<span style="font-size: 9pt;">=more information</span></div>
 
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span style="font-size: 9pt;"><span id="wwpID0E0SB0HA">[[https://www2.gotomeeting.com/register/225868954|[[Image:Getting_Started-New_Customer_Check_List-NewChamberChecklist.2.1.01.jpg]]]]</span></span><span style="font-size: 9pt;">=Video,  </span>[[Image:Getting_Started-New_Customer_Check_List-NewChamberChecklist.2.1.02.jpg]]<span style="font-size: 9pt;"> = PowerPoint, </span>[[Image:Getting_Started-New_Customer_Check_List-NewChamberChecklist.2.1.03.jpg]]<span style="font-size: 9pt;">=more information</span></div>
 
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0RB0HA"> </span></div>
 
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0RB0HA"> </span></div>

Revision as of 18:01, 12 August 2015

Welcome! Your data has been converted and brought into your database. Walk through the items below to get up and running quickly. Find this check list any time at [[1]] or by logging into your software. Click Help/Info and select Getting Started.
[Getting Started-New Customer Check List-NewChamberChecklist.2.1.01.jpg]=Video, Getting Started-New Customer Check List-NewChamberChecklist.2.1.02.jpg = PowerPoint, Getting Started-New Customer Check List-NewChamberChecklist.2.1.03.jpg=more information
 
Prepare for using ChamberMaster / MemberZone (for all staff)
Getting Started-New Customer Check List-NewChamberChecklist.2.1.04.jpg Take “Overview of ChamberMaster / MemberZone” webinar - [Getting Started-New Customer Check List-NewChamberChecklist.2.1.05.jpg] or [webinars] [Getting Started-New Customer Check List-NewChamberChecklist.2.1.06.jpg]
Getting Started-New Customer Check List-NewChamberChecklist.2.1.07.jpg Set browser software settings - [Explorer] [Getting Started-New Customer Check List-NewChamberChecklist.2.1.08.jpg][Getting Started-New Customer Check List-NewChamberChecklist.2.1.09.jpg] or [[2]] [Getting Started-New Customer Check List-NewChamberChecklist.2.1.10.jpg] or Google Chrome [Getting Started-New Customer Check List-NewChamberChecklist.2.1.11.jpg] or Safari [Getting Started-New Customer Check List-NewChamberChecklist.2.1.12.jpg]
Getting Started-New Customer Check List-NewChamberChecklist.2.1.13.jpg Allow pop-ups for ChamberMaster / MemberZone [Getting Started-New Customer Check List-NewChamberChecklist.2.1.14.jpg]
Review imported data (for administrator)
Getting Started-New Customer Check List-NewChamberChecklist.2.1.15.jpg Spot check about 20 - 30 of your members. Look at all the tabs of information in the Members area to make sure everything was imported properly; i.e., General, Reps, Web, Communication, Account, etc.
Getting Started-New Customer Check List-NewChamberChecklist.2.1.16.jpg If your billing history was imported, please make sure to look at the Account tab thoroughly to be sure all invoices and payments were imported properly
Getting Started-New Customer Check List-NewChamberChecklist.2.1.17.jpg A few other areas of interest you may want to double check: Groups, Business Descriptions, Notes/Comments, Membership Fees, Custom Fields, Drop Dates and Reasons
Administrator Setup (for administrator)
Getting Started-New Customer Check List-NewChamberChecklist.2.1.18.jpg Take “Administrator Training” webinar: [Getting Started-New Customer Check List-NewChamberChecklist.2.1.19.jpg] or [webinars] [Getting Started-New Customer Check List-NewChamberChecklist.2.1.20.jpg]
Getting Started-New Customer Check List-NewChamberChecklist.2.1.21.jpg Setup additional staff logins [Getting Started-New Customer Check List-NewChamberChecklist.2.1.22.jpg]
Getting Started-New Customer Check List-NewChamberChecklist.2.1.23.jpg Assign business category QuickLinks [Getting Started-New Customer Check List-NewChamberChecklist.2.1.24.jpg] [Getting Started-New Customer Check List-NewChamberChecklist.2.1.25.jpg]
Getting Started-New Customer Check List-NewChamberChecklist.2.1.26.jpg Upload your logo [Getting Started-New Customer Check List-NewChamberChecklist.2.1.27.jpg]
Getting Started-New Customer Check List-NewChamberChecklist.2.1.28.jpg (Optional) Define/modify custom fields[Getting Started-New Customer Check List-NewChamberChecklist.2.1.29.jpg]
Getting Started-New Customer Check List-NewChamberChecklist.2.1.30.jpg (Optional) Customize Membership Types [Getting Started-New Customer Check List-NewChamberChecklist.2.1.31.jpg]
Integrated Billing (for Finance/Administrator)
Getting Started-New Customer Check List-NewChamberChecklist.2.1.32.jpg Take “Billing I: Getting Started” webinar: [Getting Started-New Customer Check List-NewChamberChecklist.2.1.33.jpg] [Getting Started-New Customer Check List-NewChamberChecklist.2.1.34.jpg]
Getting Started-New Customer Check List-NewChamberChecklist.2.1.35.jpg Review or setup these items: your Chart of Accounts [Getting Started-New Customer Check List-NewChamberChecklist.2.1.36.jpg], Fee items [Getting Started-New Customer Check List-NewChamberChecklist.2.1.37.jpg], and Fee Assignments[Getting Started-New Customer Check List-NewChamberChecklist.2.1.38.jpg].
Getting Started-New Customer Check List-NewChamberChecklist.2.1.39.jpg Select billing preferences [Getting Started-New Customer Check List-NewChamberChecklist.2.1.40.jpg]and invoice template. [Getting Started-New Customer Check List-NewChamberChecklist.2.1.41.jpg]
Getting Started-New Customer Check List-NewChamberChecklist.2.1.42.jpg Take “Billing II: Day to Day Activities” webinar: [Getting Started-New Customer Check List-NewChamberChecklist.2.1.43.jpg] [Getting Started-New Customer Check List-NewChamberChecklist.2.1.44.jpg]
Getting Started-New Customer Check List-NewChamberChecklist.2.1.45.jpg Learn how to create a batch of invoices [Getting Started-New Customer Check List-NewChamberChecklist.2.1.46.jpg]
Credit Card Setup (optional; requires Plus edition or greater)
Getting Started-New Customer Check List-NewChamberChecklist.2.1.47.jpg Schedule credit card setup with MicroNet support[Getting Started-New Customer Check List-NewChamberChecklist.2.1.48.jpg]
 
Start Using it (for all staff)
Getting Started-New Customer Check List-NewChamberChecklist.2.1.49.jpg Take “Member Management Basics” webinar[Getting Started-New Customer Check List-NewChamberChecklist.2.1.50.jpg] or [webinars] [Getting Started-New Customer Check List-NewChamberChecklist.2.1.51.jpg]
Getting Started-New Customer Check List-NewChamberChecklist.2.1.52.jpg Learn how to add a new member, find a member, and edit member info [Getting Started-New Customer Check List-NewChamberChecklist.2.1.53.jpg]
 

Additional Optional Setup items

Retrieved from "http://supportwiki.chambermaster.com/index.php?title=Getting_Started-New_Customer_Check_List&oldid=11691"