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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*[[If someone is listed as a contact under multiple memberships is there a way to set them up so that they only need one set of login credentials? |If someone is listed as a contact under multiple memberships is there a way to set them up so that they only need one set of login credentials?]]
  <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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*[[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 style="color: #999999; font-family: sans-serif; font-size: 10pt; text-align: left;">Member Management FAQs</div>
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*[[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?]]
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*[[Member_Management-How_do_I_drop_or_inactivate_a_Member_3f|How do I drop or inactivate a Member?]]
  <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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*[[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 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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*[[Member_Management-Does_updating_the_member_contact_info_automatica|Does updating the member contact info automatically update my representative contact info?]]
  <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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*[[Member_Management-What_does_the_pushpin_do_3f|What does the pushpin do?]]
  <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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*[[Member_Management-How_is_the_Contact_Preference_field_used_on_the|How is the Contact Preference field used on the Reps tab?]]
  <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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*[[Member_Management-What_is_the_Greeting_field_used_for_3f|What is the Greeting field used for?]]
  <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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*[[Member_Management-Can_I_view_history_for_each_rep_3f|Can I view history for each rep?]]
  <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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*[[Member_Management-How_do_I_specify_who_my_featured_members_are_3f|How do I specify who my featured members are?]]
  <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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*[[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 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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*[[Member_Management-Why_can’t_I_view_(see)_my_member_2frep_password_3f|Why can’t I view (see) my member/rep password?]]
  <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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*[[Member_Management-How_do_I_know_what_permissions_my_rep_has_3f|How do I know what permissions my rep has?]]
  <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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*[[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 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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*[[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 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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Latest revision as of 12:50, 15 June 2016