Difference between revisions of "How-To Videos"
| Line 1: | Line 1: | ||
| − | ==Members== | + | ==Managing Members== |
'''[http://www.screencast.com/t/PM4W2Frjz Login Permissions]''' | '''[http://www.screencast.com/t/PM4W2Frjz Login Permissions]''' | ||
:<html><p class="description">This video demonstrates how to work with existing reps and take advantage of inherited permissions, as well as how to handle permissions labeled “Custom Set”. Time: 5 minutes.</p></html> | :<html><p class="description">This video demonstrates how to work with existing reps and take advantage of inherited permissions, as well as how to handle permissions labeled “Custom Set”. Time: 5 minutes.</p></html> | ||
| Line 11: | Line 11: | ||
'''[http://www.screencast.com/t/wxhFtcE8yGh Store Files on a Member's Account]''' | '''[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 | + | :<html><p class="description">Store files specific to a particular member on the <b>Members</b> > <b>Files</b> tab. Time < 1 minute.</p></html> |
'''[http://www.screencast.com/t/i4m0So50jAX Using Member Merge]''' | '''[http://www.screencast.com/t/i4m0So50jAX Using Member Merge]''' | ||
Revision as of 18:58, 24 July 2015
Managing Members
This video demonstrates how to work with existing reps and take advantage of inherited permissions, as well as how to handle permissions labeled “Custom Set”. Time: 5 minutes.
Inviting Reps to Create a Login Account
View how to send a single or mass email to members, inviting them to create their login account to access the Member Information Center. If you have your own template and want to embed the new “Create Account Link”, you’ll see where to access that database field. Time: 7 minutes
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. Time: 3 minutes.
Store Files on a Member's Account
Store files specific to a particular member on the Members > Files tab. Time < 1 minute.
Demonstrates how to merge two members together Time: 1 minute.
View how to create a reminder that will show in the Task List on the day it is due. Time 1 minute.
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. Time: < 1 minute.
Setup Required for Prospect Tracking
Quick demo of how to create a sales stage that you can use to track your prospects. Time < 1 minute.
Billing
Setting Up the Chart of Accounts
How to properly set up the Chart of Accounts. Tips for QuickBooks and Peachtree users, assigning an Account Code for use of the Recognized Income reports.
'''[http://www.screencast.com/t/BwIjyEh8OiRA Setting Up Sales Tax]''' '''[http://www.screencast.com/t/CASltWaM Setting Up Fee Items]''' '''[http://www.screencast.com/t/PLyn3ufUf Modifying Fee Item Amounts]''' '''[https://micronet.viewscreencasts.com/db757094fcc94f3e977f4cd0b7fbdc7d How to Create Bundled Fees]''' ==Groups== ==Communication== ==Events== ==Reports== ==Setting up the Application== ==Member Information Center== ==Video Tutorials For Your Members== ==Mobile Application== ==Miscellaneous Topics==
-->
