Difference between revisions of "Member Management"

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*[[Directory Categories, Locations, Hot Deals, Jobs|Advanced Options]]
 
*[[Directory Categories, Locations, Hot Deals, Jobs|Advanced Options]]
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==Manage Your Members==
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===Manage your Members - Overview===
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===Accessing and navigating the Members module===
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===How to Add, Drop, Merge Members===
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===Add New Member===
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===Find a Member===
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===Edit Member Information===
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===How to edit member contact information===
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===Edit Billing contact===
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===Change a Selected Rep===
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===Modify Billing Renewal Month===
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===Modify Created Date===
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===Modify Established Date===
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===Edit Fees and Dues===
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===Edit File by Name===
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===Edit Join Date===
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===Modify Member Login name and Password===
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===Modify Member Representatives===
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===Change Membership Status===
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===Change Modified Date===
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===Edit Web Display Information===
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===Drop a Member===
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===Reinstate / Re-activate a member===
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===Merge Members===
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===Custom Fields===
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===Community Member===
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==Manage Representatives==
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===Add a New Rep===
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===Modify Contact Information for a Rep===
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===Reassign Rep===
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===Remove/Inactivate a Rep===
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===Add custom fields for a rep===
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===Send email to rep(s)===
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===Print label for a representative===
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===Web Display Options for a rep===
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===Set Default Web Display Options for Reps===
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===Modify Group Participation===
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===Impersonate a representative in the Member Information Center===
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===Assign login permissions to a rep===
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===Determine what rep info is seen in the Member Information Center===
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==Manage a Member's Online Listings==
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===Edit Member Public Displayed Contact Information===
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===Edit Member Public Display attributes===
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===Edit Member Public Description===
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===Edit Member Public Photos and Images===
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===Edit Member Search Results Map Information===
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===Member Login name and Password===
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===Select Basic or Enhanced Listing===
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===Set the Redirect Index===
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===Generate Member Info Page URL===
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==Manage Communications==
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===Manage Communication===
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===Record a Phone Call or Note===
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===Send an Email===
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===Create and send a letter or fax===
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===Refer a member using eReferral===
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===What is an eReferral?===
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===Send an eReferral===
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===Edit eReferral email setup options===
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===Create a reminder===
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===Print a single label===
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===Print a label(s)===
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===Download label information===
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==Manage Account Information==
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===Check Current Balance===
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===Edit Renewal Month===
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===Edit Billing contact===
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===Change a Selected Rep 2===
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===Setup automatic recurring credit card or ACH billing===
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===Membership Fees and Dues===
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===Add a New Fee or Due to a Member===
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===Remove or Edit a Fee or Due for a Particular Member===
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===Assign Fee with Start and Stop Date===
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===Invoice a One-Time Item===
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===Transaction History===
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===Viewing transaction history (QuickBooks using CQI)===
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===Transaction History (integrated Billing only)===
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==View Individual Member Stats==
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===View Individual Member Stats===
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===Event Activity===
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===Billing===
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===Other Individual Member Reports===
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==Individual Rep Logins==
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===Individual Rep Logins===
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===Creating Rep Login/Password===
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===Sending a mass email invitation to create login account===
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===Create a single login account===
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===Joined Login Names===
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===Rep Login Permissions===
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===Inherited or Custom Permissions===
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===Rep Permissions===
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===Default Permission Sets===
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===Managing Rep Permission Sets===
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===Setting Maximum Permissions===
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===Why Individual Rep Logins===
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===Login Error Messages===
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==Member Management FAQ's==
 
==Member Management FAQ's==

Revision as of 21:36, 11 July 2017

The Members module is the cornerstone of the Growthzone software application. Here you can view contact information, membership status, account balance, and many other details for each of your members.

Common Tasks in the Members Module

Manage Your Members

Manage your Members - Overview

Accessing and navigating the Members module

How to Add, Drop, Merge Members

Add New Member

Find a Member

Edit Member Information

How to edit member contact information

Edit Billing contact

Change a Selected Rep

Modify Billing Renewal Month

Modify Created Date

Modify Established Date

Edit Fees and Dues

Edit File by Name

Edit Join Date

Modify Member Login name and Password

Modify Member Representatives

Change Membership Status

Change Modified Date

Edit Web Display Information

Drop a Member

Reinstate / Re-activate a member

Merge Members

Custom Fields

Community Member

Manage Representatives

Add a New Rep

Modify Contact Information for a Rep

Reassign Rep

Remove/Inactivate a Rep

Add custom fields for a rep

Send email to rep(s)

Print label for a representative

Web Display Options for a rep

Set Default Web Display Options for Reps

Modify Group Participation

Impersonate a representative in the Member Information Center

Assign login permissions to a rep

Determine what rep info is seen in the Member Information Center

Manage a Member's Online Listings

Edit Member Public Displayed Contact Information

Edit Member Public Display attributes

Edit Member Public Description

Edit Member Public Photos and Images

Edit Member Search Results Map Information

Member Login name and Password

Select Basic or Enhanced Listing

Set the Redirect Index

Generate Member Info Page URL

Manage Communications

Manage Communication

Record a Phone Call or Note

Send an Email

Create and send a letter or fax

Refer a member using eReferral

What is an eReferral?

Send an eReferral

Edit eReferral email setup options

Create a reminder

Print a single label

Print a label(s)

Download label information

Manage Account Information

Check Current Balance

Edit Renewal Month

Edit Billing contact

Change a Selected Rep 2

Setup automatic recurring credit card or ACH billing

Membership Fees and Dues

Add a New Fee or Due to a Member

Remove or Edit a Fee or Due for a Particular Member

Assign Fee with Start and Stop Date

Invoice a One-Time Item

Transaction History

Viewing transaction history (QuickBooks using CQI)

Transaction History (integrated Billing only)

View Individual Member Stats

View Individual Member Stats

Event Activity

Billing

Other Individual Member Reports

Individual Rep Logins

Individual Rep Logins

Creating Rep Login/Password

Sending a mass email invitation to create login account

Create a single login account

Joined Login Names

Rep Login Permissions

Inherited or Custom Permissions

Rep Permissions

Default Permission Sets

Managing Rep Permission Sets

Setting Maximum Permissions

Why Individual Rep Logins

Login Error Messages

Member Management FAQ's

Find answers to the most commonly asked questions about Member Management on the FAQ page

Help Documentation

Browse the Member Management Table of Contents

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