Difference between revisions of "How-To Videos"

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__NOTOC__
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<iframe style="position: absolute; height: 100%; border: none" src="http://helpsearch.chambermaster.com/content/help/CMHelp/wwhelp/wwhimpl/common/html/wwhelp.htm#href=Videos.html&single=true"></iframe>
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==Managing Members==
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'''[http://www.screencast.com/t/PM4W2Frjz Login Permissions]'''
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:<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>
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'''[http://www.screencast.com/t/gERWgrJe5e Inviting Reps to Create a Login Account]'''
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:<html><p class="description">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</p></html>
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'''[http://www.screencast.com/t/b9YXmKuhX0T Password Security for Reps]'''
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:<html><p class="description">This video discusses how to handle password management for members. Time: 3 minutes.</p></html>
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'''[http://www.screencast.com/t/wxhFtcE8yGh Store Files on a Member's Account]'''
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:<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>
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'''[http://www.screencast.com/t/i4m0So50jAX Using Member Merge]'''
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:<html><p class="description">Demonstrates how to merge two members together Time: 1 minute.</p></html>
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'''[http://www.screencast.com/t/SumMYaaVdE Creating Reminder Tasks]'''
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:<html><p class="description">View how to create a reminder that will show in the Task List on the day it is due. Time 1 minute.</p></html>
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'''[http://www.screencast.com/t/rsxsoUeM Use Advanced Filter Options to View Members]'''
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:<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. Time: < 1 minute.</p></html>
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'''[http://www.screencast.com/t/P0M87A1B43OH Setup Required for Prospect Tracking]'''
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:<html><p class="description">Quick demo of how to create a sales stage that you can use to track your prospects. Time < 1 minute.</p></html>
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==Billing==
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'''[http://www.screencast.com/t/6zapBKi1EC Setting Up the Chart of Accounts]'''
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:<html><p class="description">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.</p></html>
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'''[http://www.screencast.com/t/TEzA2dSUl Creating an Individual Invoice]'''
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:<html><p class="description">Creating a single invoice for a member. Time: 3 minutes.</p></html>
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'''[http://www.screencast.com/t/bIzbO9Qti8bv Setting Up Sales Tax]'''
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:<html><p class="description">How to set up sales tax in your billing system. Time: 4 minutes.</p></html>
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'''[http://www.screencast.com/t/cCX2XXt1p Set Up Fee Items]'''
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:<html><p class="description">How to properly set up fee items so that they report correctly within the billing module and on financial reports. Time: 5 minutes.</p></html>
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==Groups==
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'''[http://www.screencast.com/t/679tCZZoLN Creating a Group]'''
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:<html><p class="description">How to create a group. Explains how to update contact information and options for getting subscribers into the list. Time: 7 minutes.</p></html>
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'''[http://www.screencast.com/t/679tCZZoLN Disable a Rep Within a Group]'''
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:<html><p class="description">Learn how to disable a rep within a group that will allow you to retain history of member participation. Time: 1 minute.</p></html>
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 +
==Communication==
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'''[http://www.screencast.com/t/9MNJhD4FW Sending a Mass Email]'''
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:<html><p class="description">Shows the steps to send a mass email to all active members in the database. Time: 5 minutes.</p></html>
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'''[http://www.screencast.com/t/ifndvvSUrwu Using Mail Merge Fields]'''
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:<html><p class="description">The basic description of how to insert mail merge fields into your email. Time: 4 minutes.</p></html>
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==Events==
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'''[http://www.chambermaster.com/directory/include/help/Videos/Events/recurring/recurring%20event.htm Create a Recurring Event]'''
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:<html><p class="description">Setup your monthly luncheon or other regular event by creating a recurring event. Time: 2 minutes.</p></html>
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 +
 
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<html><style>.description{font-size:12px}</style></html>

Latest revision as of 18:01, 6 August 2015

Managing Members

Login Permissions

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

Password Security for Reps

This video discusses how to handle password management for members. 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.

Using Member Merge

Demonstrates how to merge two members together Time: 1 minute.

Creating Reminder Tasks

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.

Creating an Individual Invoice

Creating a single invoice for a member. Time: 3 minutes.

Setting Up Sales Tax

How to set up sales tax in your billing system. Time: 4 minutes.

Set Up Fee Items

How to properly set up fee items so that they report correctly within the billing module and on financial reports. Time: 5 minutes.

Groups

Creating a Group

How to create a group. Explains how to update contact information and options for getting subscribers into the list. Time: 7 minutes.

Disable a Rep Within a Group

Learn how to disable a rep within a group that will allow you to retain history of member participation. Time: 1 minute.

Communication

Sending a Mass Email

Shows the steps to send a mass email to all active members in the database. Time: 5 minutes.


Using Mail Merge Fields

The basic description of how to insert mail merge fields into your email. Time: 4 minutes.

Events

Create a Recurring Event

Setup your monthly luncheon or other regular event by creating a recurring event. Time: 2 minutes.


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