Difference between revisions of "How-To Videos"
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| − | html, | + | ==Members== |
| − | </style> | + | '''[http://www.screencast.com/t/PM4W2Frjz Login Permissions]''' |
| + | :<html><p class="description">Get the big picture on how to manage permissions for your members' representatives. This video demonstrates how to work with existing reps and take advantage of inherited permissions Also describes how to handle permissions labeled “Custom Set” which will have been created as a result of how permissions were managed prior to the Feb 2014 release. Length: 5:23. Recorded 2/17/2014.</p></html> | ||
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| + | '''[http://www.screencast.com/t/gERWgrJe5e Inviting Reps to Create a Login Account]''' | ||
| + | :<html><p class="description">View how to send a single or mass email to your representatives that invite them to create their login account so they can access the Member Information Center. Or if you have your own template and want to embed the new “Create Account Link”, you’ll see where to access that database field (start at 4:20). Length: 6:58. Recorded 3/25/2014.</p></html> | ||
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| + | '''[http://www.screencast.com/t/b9YXmKuhX0T Password Security for Reps]''' | ||
| + | :<html><p class="description">At our February 2014 software update the ability to view rep passwords by office staff was removed. This video demonstrates how to handle password management now that you can’t “tell the rep” what their password is. Length: 3:06. Recorded 2/21/2014.</p></html> | ||
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| + | '''[http://www.screencast.com/t/wxhFtcE8yGh Store Files on a Member's Account]''' | ||
| + | :<html><p class="description">Store files specific to a particular member on the '''Members''' > '''Files''' tab. Length: 1:01. Last updated: 1/15/2014.</p></html> | ||
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| + | '''[http://www.screencast.com/t/i4m0So50jAX Using Member Merge]''' | ||
| + | :<html><p class="description">Demonstrates how to merge two members together Length: 1:57. Last updated: 9/17/2013.</p></html> | ||
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| + | '''[http://www.screencast.com/t/SumMYaaVdE Creating Reminder Tasks]''' | ||
| + | :<html><p class="description">View how to create a reminder that will show in the Task List on the day it is due. Length: 1:01. Last updated: 4/16/2013.</p></html> | ||
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| + | '''[http://www.screencast.com/t/rsxsoUeM Use Advanced Filter Options to View Members]''' | ||
| + | :<html><p class="description">Using the advanced filter in the Members module, you can view only the members that meet your particular criteria. This example shows how to limit members to those assigned to a particular sales rep. Length: 0:31. Last updated: 4/16/2013.</p></html> | ||
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| + | '''[http://www.screencast.com/t/P0M87A1B43OH Setup Required for Prospect Tracking]''' | ||
| + | :<html><p class="description">Quick demo of how to create a sales stage that you can use to track your prospects. Length: 0:47 Last updated: 4/16/2013</p></html> | ||
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| + | ==Billing== | ||
| + | '''Getting Started with Billing''' | ||
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| + | '''Setting Up the Chart of Accounts''' | ||
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| + | '''Setting Up Sales Tax''' | ||
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| + | '''Setting Up Fee Items''' | ||
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| + | '''Modifying Fee Item Amounts''' | ||
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| + | ==Groups== | ||
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| + | ==Communication== | ||
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| + | ==Events== | ||
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| + | ==Reports== | ||
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| + | ==Setting up the Application== | ||
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| + | ==Member Information Center== | ||
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| + | ==Video Tutorials For Your Members== | ||
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| + | ==Mobile Application== | ||
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| + | ==Miscellaneous Topics== | ||
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| + | <html><style>.description{font-size:12px}</style></html> | ||
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</html> | </html> | ||
