Difference between revisions of "Member Management FAQs"

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(Created page with "<div xmlns="http://www.w3.org/1999/xhtml"> <div style="text-align: left;">Table of Contents | Member_Management-Login_Error_Messages...")
 
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   <div style="margin-left: 24pt;">[[Member_Management-I’m_missing_members_in_my_drop-down_list._Where|I’m "missing" members in my drop-down list. Where did they go?]]</div>
   <div style="text-align: left;">[[Member_Management-TableOfContents|Table of Contents]] | [[Member_Management-Login_Error_Messages|Previous]] | [[Member_Management-I’m_missing_members_in_my_drop-down_list._Where|Next]] | [[Member_Management-Index|Index]]</div>
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   <div style="margin-left: 24pt;">[[Member_Management-“This_page_is_not_available_for_the_Community_M|“This page is not available for the [Community Member] record. What does that mean?]]</div>
  <div style="color: #999999; font-family: sans-serif; font-size: 10pt; text-align: left;">Member Management FAQs</div>
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   <div style="margin-left: 24pt;">[[Member_Management-How_do_I_drop_or_inactivate_a_Member_3f|How do I drop or inactivate a Member?]]</div>
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   <div style="margin-left: 24pt;">[[Member_Management-Will_the_software_warn_me_if_I_try_to_create_a_d|Will the software warn me if I try to create a duplicate member?]]</div>
  <div style="color: #808080; font-family: Cambria; font-size: 22pt; margin-bottom: 0pt;"><span id="wwpID0E0AH0FA">Member Management FAQs</span></div>
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   <div style="margin-left: 24pt;">[[Member_Management-Does_updating_the_member_contact_info_automatica|Does updating the member contact info automatically update my representative contact info?]]</div>
  <div style="color: #5F497A; font-family: Cambria; font-size: 11pt; font-weight: bold; margin-bottom: 0pt; margin-left: 0pt;"><span id="wwpID0E06G0FA"> </span></div>
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   <div style="margin-left: 24pt;">[[Member_Management-What_does_the_pushpin_do_3f|What does the pushpin do?]]</div>
  <div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;"><span><span id="wwpID0E05G0FA">I’m “missing” members in my drop-down list. Where did they go?</span></span></div>
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   <div style="margin-left: 24pt;">[[Member_Management-How_is_the_Contact_Preference_field_used_on_the|How is the Contact Preference field used on the Reps tab?]]</div>
   <div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;"><span><span id="wwpID0E04G0FA"> “This page is not available for the <nowiki>[</nowiki>Community Member<nowiki>]</nowiki> record”. What does that mean?</span></span></div>
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   <div style="margin-left: 24pt;">[[Member_Management-What_is_the_Greeting_field_used_for_3f|What is the Greeting field used for?]]</div>
   <div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;"><span><span id="wwpID0E03G0FA">How do I drop or inactivate a member? What happens?</span></span></div>
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   <div style="margin-left: 24pt;">[[Member_Management-Can_I_view_history_for_each_rep_3f|Can I view history for each rep?]]</div>
   <div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;"><span><span id="wwpID0E02G0FA">Will the software warn me if I try to create a duplicate member?</span></span></div>
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   <div style="margin-left: 24pt;">[[Member_Management-How_do_I_specify_who_my_featured_members_are_3f|How do I specify who my featured members are?]]</div>
   <div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;"><span><span id="wwpID0E01G0FA">Does updating the member contact info automatically update my representative contact info?</span></span></div>
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   <div style="margin-left: 24pt;">[[Member_Management-Who_can_login_to_the_Member_Information_Center_3f|Who can login to the Member Information Center? Can prospects, courtesy or non-members login?]]</div>
   <div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;"><span><span id="wwpID0E0ZG0FA">What does the pushpin do?</span></span></div>
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   <div style="margin-left: 24pt;">[[Member_Management-Why_can’t_I_view_(see)_my_member_2frep_password_3f|Why can’t I view (see) my member/rep password?]]</div>
   <div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;"><span><span id="wwpID0E0YG0FA">How is the Contact Preference field used on the Reps tab?</span></span></div>
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   <div style="margin-left: 24pt;">[[Member_Management-How_do_I_know_what_permissions_my_rep_has_3f|How do I know what permissions my rep has?]]</div>
   <div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;"><span><span id="wwpID0E0XG0FA">What is the Greeting field used for?</span></span></div>
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   <div style="margin-left: 24pt;">[[Member_Management-Why_is_my_member_being_asked_to_verify_their_ide|Why is my member being asked to verify their identity when creating a login?]]</div>
   <div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;"><span><span id="wwpID0E0WG0FA">Can I view history for each rep?</span></span></div>
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   <div style="margin-left: 24pt;">[[Member_Management-How_do_I_invite_my_reps_to_create_a_login_accoun|How do I invite my reps to create a login account and access the Member information Center?]]</div>
   <div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;"><span><span id="wwpID0E0VG0FA">How do I specify who my featured members are?</span></span></div>
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   <div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;"><span><span id="wwpID0E0UG0FA">Who can login to the Member Information Center? Can prospects, courtesy or non-members login?</span></span></div>
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   <div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;"><span><span id="wwpID0E0TG0FA">Why can’t I view (see) my member/rep password?</span></span></div>
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   <div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;"><span><span id="wwpID0E0SG0FA">How do I know what permissions my rep has?</span></span></div>
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   <div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;"><span><span id="wwpID0E0RG0FA">Why is my member being asked to verify their identity when creating a login?</span></span></div>
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   <div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;"><span><span id="wwpID0E0QG0FA">How do I invite my reps to create a login account and access the Member information Center?</span></span></div>
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Revision as of 08:01, 17 April 2015

I’m "missing" members in my drop-down list. Where did they go?
“This page is not available for the [Community Member] record. What does that mean?
How do I drop or inactivate a Member?
Will the software warn me if I try to create a duplicate member?
Does updating the member contact info automatically update my representative contact info?
What does the pushpin do?
How is the Contact Preference field used on the Reps tab?
What is the Greeting field used for?
Can I view history for each rep?
How do I specify who my featured members are?
Who can login to the Member Information Center? Can prospects, courtesy or non-members login?
Why can’t I view (see) my member/rep password?
How do I know what permissions my rep has?
Why is my member being asked to verify their identity when creating a login?
How do I invite my reps to create a login account and access the Member information Center?

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