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Revision as of 17:57, 24 July 2015
Contents
Members
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.
Inviting Reps to Create a Login Account
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.
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.
Store Files on a Member's Account
Store files specific to a particular member on the '''Members''' > '''Files''' tab. Length: 1:01. Last updated: 1/15/2014.
Demonstrates how to merge two members together Length: 1:57. Last updated: 9/17/2013.
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.
Use Advanced Filter Options to View Members
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.
Setup Required for Prospect Tracking
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
Billing
Getting Started with Billing
Setting Up the Chart of Accounts
Setting Up Sales Tax
Setting Up Fee Items
Modifying Fee Item Amounts
Groups
Communication
Events
Reports
Setting up the Application
Member Information Center
Video Tutorials For Your Members
Mobile Application
Miscellaneous Topics
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