Difference between revisions of "Getting Started-New Customer Check List"
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| Line 21: | Line 21: | ||
:*Assign business category QuickLinks [[ | Updating Business Categories]] | :*Assign business category QuickLinks [[ | Updating Business Categories]] | ||
| − | Integrated Billing | + | Integrated Billing |
| − | Take “Billing I: Getting Started” webinar: | + | :Take “Billing I: Getting Started” webinar: [[File:Vid.png|link=http://www.screencast.com/t/kEoYMKLMDA]] |
| − | Review or setup these items: | + | :Review or setup these items: |
| − | your Chart of Accounts | + | :*your Chart of Accounts |
| − | + | :*[[Modify_or_Create_Fees_and_Dues_Items]] | |
| − | Fee Assignments | + | :*Fee Assignments |
| − | Select billing preferences | + | :*Select billing preferences |
| − | invoice template. | + | :*invoice template. |
| − | + | :Take “Billing II: Day to Day Activities” webinar: [[File:Vid.png|link=http://www.screencast.com/t/nJTDxasLw]] | |
| − | Take “Billing II: Day to Day Activities” webinar: | + | *Learn how to create a batch of invoices |
| − | Learn how to create a batch of invoices | + | :Credit Card Setup (optional; requires Plus edition or greater) |
| − | Credit Card Setup (optional; requires Plus edition or greater) | ||
| − | Start Using it | + | Start Using it |
| − | Take “Member Management Basics” webinar | + | :Take “Member Management Basics” webinar [[File:Vid.png|link=http://www.screencast.com/t/te9UWIN6]] |
| − | Learn how to add a new member, find a member, and edit member info | + | :*Learn how to add a new member, find a member, and edit member info |
| − | + | :Review additional training videos for other areas on the [[Training Videos]] page | |
| − | |||
Revision as of 16:14, 4 November 2015
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
- Take “Billing I: Getting Started” webinar:
- Review or setup these items:
- your Chart of Accounts
- Modify or Create Fees and Dues 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
- Take “Member Management Basics” webinar
- Learn how to add a new member, find a member, and edit member info
- Review additional training videos for other areas on the Training Videos page
