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| − | <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&topic=gs12|http://education.chambermaster.com/help/wwhelp/wwhimpl/api.htm?context=getstart&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>
| + | If you've never seen or used ChamberMaster or MemberZone before start off with a general overview to get an understanding of what it is and what it can do. |
| − | <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>
| + | :View the '''Overview of ChamberMaster/MemberZone''' training video: [[File:Vid.png|link=http://www.screencast.com/t/MV44cxBfvZEV]] |
| − | <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 style="font-size: 14pt; font-weight: bold;"><span id="wwpID0E0QB0HA">Prepare for using ChamberMaster / MemberZone</span></span><span style="font-size: 10pt; font-weight: bold;"> </span><span style="font-size: 10pt;">(for all staff)</span></div>
| + | Next thing to do is to make sure your computer won't give you any trouble when working in the database. |
| − | <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 0pt;"><span id="wwpID0E0PB0HA">[[Image:Getting_Started-New_Customer_Check_List-NewChamberChecklist.2.1.04.jpg]] Take “Overview of ChamberMaster / MemberZone” webinar - </span>[[http://www.screencast.com/t/f7KGqo3Z|[[Image:Getting_Started-New_Customer_Check_List-NewChamberChecklist.2.1.05.jpg]]]] or <span style="color: #003366; font-size: 11pt; text-decoration: underline;">[[http://events.chambermaster.com/events/calendar|live webinars]]</span> [[http://cloud.chambermaster.com/userfiles/UserFiles/chambers/9001/File/Training/webinars/OverviewChamberMasterMemberZone.pdf|[[Image:Getting_Started-New_Customer_Check_List-NewChamberChecklist.2.1.06.jpg]]]] </div>
| + | :Setup your browser software settings and allow pop-ups for ChamberMaster/MemberZone. |
| − | <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 0pt;"><span id="wwpID0E0OB0HA">[[Image:Getting_Started-New_Customer_Check_List-NewChamberChecklist.2.1.07.jpg]] Set browser software settings - </span><span style="color: #003366; font-size: 11pt; text-decoration: underline;">[[http://education.chambermaster.com/help/wwhelp/wwhimpl/api.htm?context=getstart&topic=gs09|Internet Explorer]]</span> [[http://education.chambermaster.com/help/wwhelp/wwhimpl/api.htm?context=getstart&topic=gs09|[[Image:Getting_Started-New_Customer_Check_List-NewChamberChecklist.2.1.08.jpg]]]][[http://www.screencast.com/t/ZjQ5OTNkYjI|[[Image:Getting_Started-New_Customer_Check_List-NewChamberChecklist.2.1.09.jpg]]]] or <span style="color: #003366; font-size: 11pt; text-decoration: underline;">[[http://education.chambermaster.com/help/wwhelp/wwhimpl/api.htm?context=getstart&topic=gs10|Firefox]]</span> [[http://education.chambermaster.com/help/wwhelp/wwhimpl/api.htm?context=getstart&topic=gs10|[[Image:Getting_Started-New_Customer_Check_List-NewChamberChecklist.2.1.10.jpg]]]] or <span style="font-family: Calibri; font-size: 11pt;">Google Chrome </span>[[http://education.chambermaster.com/help/wwhelp/wwhimpl/api.htm?context=getstart&topic=gs25|[[Image:Getting_Started-New_Customer_Check_List-NewChamberChecklist.2.1.11.jpg]]]] or Safari [[http://education.chambermaster.com/help/wwhelp/wwhimpl/api.htm?context=getstart&topic=gs26|[[Image:Getting_Started-New_Customer_Check_List-NewChamberChecklist.2.1.12.jpg]]]]</div>
| + | :*Internet Explorer |
| − | <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 0pt;"><span id="wwpID0E0NB0HA">[[Image:Getting_Started-New_Customer_Check_List-NewChamberChecklist.2.1.13.jpg]] Allow pop-ups for ChamberMaster / MemberZone </span>[[http://education.chambermaster.com/help/wwhelp/wwhimpl/api.htm?context=getstart&topic=gs02|[[Image:Getting_Started-New_Customer_Check_List-NewChamberChecklist.2.1.14.jpg]]]]</div>
| + | :*Google Chrome |
| − | <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span style="font-size: 14pt; font-weight: bold;"><span id="wwpID0E0MB0HA">Review imported data </span></span><span style="font-size: 10pt;">(for administrator)</span></div>
| + | :*Safari |
| − | <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0LB0HA">[[Image:Getting_Started-New_Customer_Check_List-NewChamberChecklist.2.1.15.jpg]] </span><span style="font-family: Calibri;">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. </span></div>
| + | :*Firefox |
| − | <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 5pt; margin-top: 5pt;"><span id="wwpID0E0KB0HA">[[Image:Getting_Started-New_Customer_Check_List-NewChamberChecklist.2.1.16.jpg]] </span><span style="font-family: Calibri;">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 </span></div>
| + | |
| − | <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 5pt; margin-top: 5pt;"><span id="wwpID0E0JB0HA">[[Image:Getting_Started-New_Customer_Check_List-NewChamberChecklist.2.1.17.jpg]] </span><span style="font-family: Calibri;">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 </span></div>
| + | Now that you're ready to use the system the next step is to review the imported data. |
| − | <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span style="font-size: 14pt; font-weight: bold;"><span id="wwpID0E0IB0HA">Administrator Setup </span></span><span style="font-size: 10pt;">(for administrator)</span></div>
| + | *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. |
| − | <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 0pt;"><span id="wwpID0E0HB0HA">[[Image:Getting_Started-New_Customer_Check_List-NewChamberChecklist.2.1.18.jpg]] Take “Administrator Training” webinar: </span>[[http://www.screencast.com/t/f7KGqo3Z|[[Image:Getting_Started-New_Customer_Check_List-NewChamberChecklist.2.1.19.jpg]]]] or <span style="color: #003366; font-size: 11pt; text-decoration: underline;">[[http://events.chambermaster.com/events/calendar|live webinars]]</span> [[http://cloud.chambermaster.com/userfiles/UserFiles/chambers/9001/File/Training/webinars/AdministratorTraining.pdf|[[Image:Getting_Started-New_Customer_Check_List-NewChamberChecklist.2.1.20.jpg]]]]</div>
| + | *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 |
| − | <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 0pt;"><span id="wwpID0E0GB0HA">[[Image:Getting_Started-New_Customer_Check_List-NewChamberChecklist.2.1.21.jpg]] Setup additional staff logins </span>[[http://education.chambermaster.com/help/wwhelp/wwhimpl/api.htm?context=admin&topic=at03|[[Image:Getting_Started-New_Customer_Check_List-NewChamberChecklist.2.1.22.jpg]]]]</div>
| + | *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 |
| − | <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 0pt;"><span id="wwpID0E0FB0HA">[[Image:Getting_Started-New_Customer_Check_List-NewChamberChecklist.2.1.23.jpg]] Assign business category QuickLinks </span>[[http://education.chambermaster.com/help/wwhelp/wwhimpl/api.htm?context=admin&topic=at08|[[Image:Getting_Started-New_Customer_Check_List-NewChamberChecklist.2.1.24.jpg]]]] [[http://www.screencast.com/t/MDQ4ZTlk|[[Image:Getting_Started-New_Customer_Check_List-NewChamberChecklist.2.1.25.jpg]]]]</div>
| + | If you find any issues, errors or have questions on the data import contact your account manager and provide specific details. |
| − | <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 0pt;"><span id="wwpID0E0EB0HA">[[Image:Getting_Started-New_Customer_Check_List-NewChamberChecklist.2.1.26.jpg]] Upload your logo </span>[[http://education.chambermaster.com/help/wwhelp/wwhimpl/api.htm?context=admin&topic=at15|[[Image:Getting_Started-New_Customer_Check_List-NewChamberChecklist.2.1.27.jpg]]]]</div>
| + | |
| − | <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 0pt;"><span id="wwpID0E0DB0HA">[[Image:Getting_Started-New_Customer_Check_List-NewChamberChecklist.2.1.28.jpg]] (Optional) Define/modify custom fields</span>[[http://education.chambermaster.com/help/wwhelp/wwhimpl/api.htm?context=admin&topic=at17|[[Image:Getting_Started-New_Customer_Check_List-NewChamberChecklist.2.1.29.jpg]]]]</div>
| + | After reviewing your database it's time to do some database Setup. |
| − | <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 0pt;"><span id="wwpID0E0CB0HA">[[Image:Getting_Started-New_Customer_Check_List-NewChamberChecklist.2.1.30.jpg]] (Optional) Customize Membership Types </span>[[http://education.chambermaster.com/help/wwhelp/wwhimpl/api.htm?context=admin&topic=at16|[[Image:Getting_Started-New_Customer_Check_List-NewChamberChecklist.2.1.31.jpg]]]]</div>
| + | :View the '''Administrator Training” training: [[File:Vid.png|link=http://www.screencast.com/t/O1GfMheJTB]] |
| − | <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span style="font-size: 14pt; font-weight: bold;"><span id="wwpID0E0BB0HA">Integrated Billing </span></span><span style="font-size: 10pt;">(for Finance/Administrator)</span></div>
| + | :*Configure your Organization Information [[Set_Up_Organization_Information | View Instructions]] |
| − | <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 0pt;"><span id="wwpID0E0AB0HA">[[Image:Getting_Started-New_Customer_Check_List-NewChamberChecklist.2.1.32.jpg]] Take “Billing I: Getting Started” webinar: </span>[[https://www2.gotomeeting.com/register/347243170|[[Image:Getting_Started-New_Customer_Check_List-NewChamberChecklist.2.1.33.jpg]]]] [[http://cloud.chambermaster.com/userfiles/UserFiles/chambers/9001/File/Training/webinars/BillingGettingStarted.pdf|[[Image:Getting_Started-New_Customer_Check_List-NewChamberChecklist.2.1.34.jpg]]]]</div>
| + | :*Setup additional staff logins [[Add_or_Update_Staff/Admin_Accounts | View Instructions]] |
| − | <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 0pt;"><span id="wwpID0E6HA">[[Image:Getting_Started-New_Customer_Check_List-NewChamberChecklist.2.1.35.jpg]] Review or setup these items: your Chart of Accounts </span>[[http://education.chambermaster.com/help/wwhelp/wwhimpl/api.htm?context=cmbilling&topic=cb46|[[Image:Getting_Started-New_Customer_Check_List-NewChamberChecklist.2.1.36.jpg]]]], Fee items [[http://education.chambermaster.com/help/wwhelp/wwhimpl/api.htm?context=cmbilling&topic=cb47|[[Image:Getting_Started-New_Customer_Check_List-NewChamberChecklist.2.1.37.jpg]]]], and Fee Assignments[[http://education.chambermaster.com/help/wwhelp/wwhimpl/api.htm?context=cmbilling&topic=cb12|[[Image:Getting_Started-New_Customer_Check_List-NewChamberChecklist.2.1.38.jpg]]]]. </div>
| + | :*Assign business category QuickLinks [[ | Updating Business Categories]] |
| − | <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 0pt;"><span id="wwpID0E5HA">[[Image:Getting_Started-New_Customer_Check_List-NewChamberChecklist.2.1.39.jpg]] Select billing preferences </span>[[http://education.chambermaster.com/help/wwhelp/wwhimpl/api.htm?context=cmbilling&topic=cb57|[[Image:Getting_Started-New_Customer_Check_List-NewChamberChecklist.2.1.40.jpg]]]]and invoice template. [[http://education.chambermaster.com/help/wwhelp/wwhimpl/api.htm?context=cmbilling&topic=cb21|[[Image:Getting_Started-New_Customer_Check_List-NewChamberChecklist.2.1.41.jpg]]]]</div>
| + | |
| − | <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 0pt;"><span id="wwpID0E4HA">[[Image:Getting_Started-New_Customer_Check_List-NewChamberChecklist.2.1.42.jpg]] Take “Billing II: Day to Day Activities” webinar: </span>[[https://attendee.gotowebinar.com/recording/3603968582160516097|[[Image:Getting_Started-New_Customer_Check_List-NewChamberChecklist.2.1.43.jpg]]]] [[http://cloud.chambermaster.com/userfiles/UserFiles/chambers/9001/File/Training/webinars/BillingDaytoDayActivities.pdf|[[Image:Getting_Started-New_Customer_Check_List-NewChamberChecklist.2.1.44.jpg]]]]</div>
| + | Integrated Billing (for Finance/Administrator) |
| − | <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 0pt;"><span id="wwpID0E3HA">[[Image:Getting_Started-New_Customer_Check_List-NewChamberChecklist.2.1.45.jpg]] Learn how to create a batch of invoices </span>[[http://education.chambermaster.com/help/wwhelp/wwhimpl/api.htm?context=cmbilling&topic=cb11|[[Image:Getting_Started-New_Customer_Check_List-NewChamberChecklist.2.1.46.jpg]]]]</div>
| + | Take “Billing I: Getting Started” webinar: |
| − | <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 0pt;"><span style="font-size: 14pt; font-weight: bold;"><span id="wwpID0E2HA">Credit Card Setup </span></span><span style="font-size: 10pt;">(optional; requires Plus edition or greater)</span></div>
| + | Review or setup these items: |
| − | <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 0pt;"><span id="wwpID0E1HA">[[Image:Getting_Started-New_Customer_Check_List-NewChamberChecklist.2.1.47.jpg]] Schedule credit card setup with MicroNet support</span>[[http://education.chambermaster.com/help/wwhelp/wwhimpl/api.htm?context=admin&topic=at06|[[Image:Getting_Started-New_Customer_Check_List-NewChamberChecklist.2.1.48.jpg]]]]</div>
| + | your Chart of Accounts |
| − | <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 0pt;"><span id="wwpID0EZHA"> </span></div>
| + | Fee items |
| − | <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 0pt;"><span style="font-size: 14pt; font-weight: bold;"><span id="wwpID0EYHA">Start Using it </span></span><span style="font-size: 10pt;">(for all staff)</span></div>
| + | Fee Assignments |
| − | <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 0pt;"><span id="wwpID0EXHA">[[Image:Getting_Started-New_Customer_Check_List-NewChamberChecklist.2.1.49.jpg]] Take “Member Management Basics” webinar</span>[[https://www2.gotomeeting.com/register/496705850|[[Image:Getting_Started-New_Customer_Check_List-NewChamberChecklist.2.1.50.jpg]]]] or <span style="color: #003366; font-size: 11pt; text-decoration: underline;">[[http://events.chambermaster.com/events/calendar|live webinars]]</span> [[http://cloud.chambermaster.com/userfiles/UserFiles/chambers/9001/File/Training/webinars/MemberManagementBasics.pdf|[[Image:Getting_Started-New_Customer_Check_List-NewChamberChecklist.2.1.51.jpg]]]] </div>
| + | Select billing preferences |
| − | <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 0pt;"><span id="wwpID0EWHA">[[Image: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 </span>[[http://education.chambermaster.com/help/wwhelp/wwhimpl/api.htm?context=member&topic=mm12|[[Image:Getting_Started-New_Customer_Check_List-NewChamberChecklist.2.1.53.jpg]]]]</div>
| + | invoice template. |
| − | <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0EVHA"> </span></div>
| + | |
| − | <html> <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span style="font-family: Calibri; font-size: 11pt;"><a href="http://supportwiki.micronetonline.com/index.php?title=Getting_Started-Additional_Check_List_items">Additional Optional Setup items</a></span></div>
| + | Take “Billing II: Day to Day Activities” webinar: |
| − | </div></html>
| + | Learn how to create a batch of invoices |
| | + | Credit Card Setup (optional; requires Plus edition or greater) |
| | + | |
| | + | Start Using it (for all staff) |
| | + | Take “Member Management Basics” webinar |
| | + | Learn how to add a new member, find a member, and edit member info |
| | + | |
| | + | Additional Optional Setup items |
If you've never seen or used ChamberMaster or MemberZone before start off with a general overview to get an understanding of what it is and what it can do.
- View the Overview of ChamberMaster/MemberZone training video:
Next thing to do is to make sure your computer won't give you any trouble when working in the database.
- Setup your browser software settings and allow pop-ups for ChamberMaster/MemberZone.
- Internet Explorer
- Google Chrome
- Safari
- Firefox
Now that you're ready to use the system the next step is to review the imported data.
- 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.
- 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
- 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
If you find any issues, errors or have questions on the data import contact your account manager and provide specific details.
After reviewing your database it's time to do some database Setup.
- View the Administrator Training” training:
- Configure your Organization Information View Instructions
- Setup additional staff logins View Instructions
- Assign business category QuickLinks [[ | Updating Business Categories]]
Integrated Billing (for Finance/Administrator)
Take “Billing I: Getting Started” webinar:
Review or setup these items:
your Chart of Accounts
Fee items
Fee Assignments
Select billing preferences
invoice template.
Take “Billing II: Day to Day Activities” webinar:
Learn how to create a batch of invoices
Credit Card Setup (optional; requires Plus edition or greater)
Start Using it (for all staff)
Take “Member Management Basics” webinar
Learn how to add a new member, find a member, and edit member info
Additional Optional Setup items
