How-To Videos

Members

Login Permissions

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.

Password Security for Reps

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.

Using Member Merge

Demonstrates how to merge two members together Length: 1:57. Last updated: 9/17/2013.

Creating Reminder Tasks

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

Miscellaneous Topics

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