|
|
| (6 intermediate revisions by 2 users not shown) |
| Line 1: |
Line 1: |
| − | <div xmlns="http://www.w3.org/1999/xhtml">
| + | #REDIRECT [[New_Customer_Check_List]] |
| − | <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>
| + | 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="color: #999999; font-family: sans-serif; font-size: 10pt; text-align: left;">New Customer Check List</div>
| + | :View the '''Overview of ChamberMaster/MemberZone''' training video: [[File:Vid.png|link=http://www.screencast.com/t/MV44cxBfvZEV]] |
| − | <hr />
| + | |
| − | <div style="color: #808080; font-family: Cambria; font-size: 22pt;"><span id="wwpID0E0UB0HA">New Customer Check List</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;"><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>
| + | :Setup your browser software settings and allow pop-ups for ChamberMaster/MemberZone. |
| − | <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>
| + | :*Internet Explorer |
| − | <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0RB0HA"> </span></div>
| + | :*Google Chrome |
| − | <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>
| + | :*Safari |
| − | <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>
| + | :*Firefox |
| − | <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>
| + | |
| − | <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>
| + | 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="wwpID0E0MB0HA">Review imported data </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;"><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>
| + | *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: 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>
| + | *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: 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>
| + | 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;"><span style="font-size: 14pt; font-weight: bold;"><span id="wwpID0E0IB0HA">Administrator Setup </span></span><span style="font-size: 10pt;">(for administrator)</span></div>
| + | |
| − | <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>
| + | 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="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>
| + | :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; 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>
| + | :*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="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>
| + | :*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="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>
| + | :*Assign business category QuickLinks [[ | Updating Business Categories]] |
| − | <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>
| + | |
| − | <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>
| + | Integrated Billing |
| − | <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>
| + | :Take “Billing I: Getting Started” webinar: [[File:Vid.png|link=http://www.screencast.com/t/kEoYMKLMDA]] |
| − | <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>
| + | :Review or setup these items: |
| − | <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>
| + | :*your Chart of Accounts |
| − | <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>
| + | :*[[Modify_or_Create_Fees_and_Dues_Items]] |
| − | <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>
| + | :*Fee Assignments |
| − | <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>
| + | :*Select billing preferences |
| − | <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>
| + | :*invoice template. |
| − | <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 0pt;"><span id="wwpID0EZHA"> </span></div>
| + | :Take “Billing II: Day to Day Activities” webinar: [[File:Vid.png|link=http://www.screencast.com/t/nJTDxasLw]] |
| − | <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>
| + | *Learn how to create a batch of invoices |
| − | <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>
| + | :Credit Card Setup (optional; requires Plus edition or greater) |
| − | <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>
| + | |
| − | <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0EVHA"> </span></div>
| + | Start Using it |
| − | <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0EUHA">Additional Optional Setup items</span></span></div>
| + | :Take “Member Management Basics” webinar [[File:Vid.png|link=http://www.screencast.com/t/te9UWIN6]] |
| − | </div>
| + | :*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 |
