Difference between revisions of "Member Management Table of Contents"
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− | [[ | + | ==Manage Your Members== |
− | [[ | + | [[Manage_Your_Members|Manage your Members - Overview]] |
− | [[ | + | |
− | [[ | + | [[Accessing_and_navigating_the_Members_module|Accessing and navigating the Members module]] |
− | + | ||
+ | [[Add,_Drop,_Merge_Members|How to Add, Drop, Merge Members]] | ||
+ | |||
+ | [[Using_Add_Member_Button|Add New Member]] | ||
+ | |||
[[Member_Management-Find_a_Member|Find a Member]] | [[Member_Management-Find_a_Member|Find a Member]] | ||
− | [[ | + | |
− | [[ | + | [[Edit_Member_Information|Edit Member Information]] |
− | [[Member_Management- | + | |
− | [[Member_Management-Change_a_selected_rep| | + | [[How To Edit Member Contact Information|How to edit member contact information]] |
+ | |||
+ | [[Member_Management-Edit_Billing_contact_2|Edit Billing contact]] | ||
+ | |||
+ | [[Member_Management-Change_a_selected_rep|Change a Selected Rep]] | ||
+ | |||
[[Member_Management-Modify_Billing_Renewal_Month|Modify Billing Renewal Month]] | [[Member_Management-Modify_Billing_Renewal_Month|Modify Billing Renewal Month]] | ||
− | + | ||
− | [[ | + | [[Modify Created Date]] |
− | + | ||
[[Member_Management-Modify_Established_Date|Modify Established Date]] | [[Member_Management-Modify_Established_Date|Modify Established Date]] | ||
+ | |||
[[Member_Management-Edit_Fees_and_Dues|Edit Fees and Dues]] | [[Member_Management-Edit_Fees_and_Dues|Edit Fees and Dues]] | ||
− | [[ | + | |
− | [[ | + | [[Edit File by Name|Edit File by Name]] |
− | [[ | + | |
+ | [[Edit Join Date]] | ||
+ | |||
+ | [[Modify Member Login name and Password|Modify Member Login name and Password]] | ||
+ | |||
[[Member_Management-Modify_Member_Representatives|Modify Member Representatives]] | [[Member_Management-Modify_Member_Representatives|Modify Member Representatives]] | ||
− | [[ | + | |
− | [[ | + | [[Change Membership Status]] |
+ | |||
+ | [[Change Modified Date]] | ||
+ | |||
[[Member_Management-Edit_Web_Display_Information|Edit Web Display Information]] | [[Member_Management-Edit_Web_Display_Information|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]] | ||
+ | |||
[[Member_Management-Reassign_Rep|Reassign Rep]] | [[Member_Management-Reassign_Rep|Reassign Rep]] | ||
− | [[ | + | |
− | [[ | + | [[Remove/Inactivate_a_Rep|Remove/Inactivate a Rep]] |
+ | |||
+ | [[Custom_Fields|Add custom fields for a rep]] | ||
+ | |||
[[Member_Management-Send_email_to_rep(s)|Send email to rep(s)]] | [[Member_Management-Send_email_to_rep(s)|Send email to rep(s)]] | ||
+ | |||
[[Member_Management-Print_label_for_a_representative|Print label for a representative]] | [[Member_Management-Print_label_for_a_representative|Print label for a representative]] | ||
− | [[Member_Management- | + | |
+ | [[Member_Management-Set_Default_Web_Display_Options_for_Reps|Web Display Options for a rep]] | ||
+ | |||
[[Member_Management-Set_Default_Web_Display_Options_for_Reps|Set Default Web Display Options for Reps]] | [[Member_Management-Set_Default_Web_Display_Options_for_Reps|Set Default Web Display Options for Reps]] | ||
+ | |||
[[Member_Management-Modify_Group_Participation|Modify Group Participation]] | [[Member_Management-Modify_Group_Participation|Modify Group Participation]] | ||
− | [[ | + | |
+ | [[Impersonate a Representative in the Member Information Center|Impersonate a representative in the Member Information Center]] | ||
+ | |||
[[Member_Management-Assign_login_permissions_to_a_rep|Assign login permissions to a rep]] | [[Member_Management-Assign_login_permissions_to_a_rep|Assign login permissions to a rep]] | ||
+ | |||
[[Member_Management-Determine_what_rep_info_is_seen_in_the_Member_In|Determine what rep info is seen in the Member Information Center]] | [[Member_Management-Determine_what_rep_info_is_seen_in_the_Member_In|Determine what rep info is seen in the Member Information Center]] | ||
− | + | ||
+ | ==Manage a Member's Online Listings== | ||
+ | |||
[[Member_Management-Edit_Member_Public_Displayed_Contact_Information|Edit Member Public Displayed Contact Information]] | [[Member_Management-Edit_Member_Public_Displayed_Contact_Information|Edit Member Public Displayed Contact Information]] | ||
+ | |||
[[Member_Management-Edit_Member_Public_Display_attributes|Edit Member Public Display attributes]] | [[Member_Management-Edit_Member_Public_Display_attributes|Edit Member Public Display attributes]] | ||
+ | |||
[[Member_Management-Edit_Member_Public_Description|Edit Member Public Description]] | [[Member_Management-Edit_Member_Public_Description|Edit Member Public Description]] | ||
+ | |||
[[Member_Management-Edit_Member_Public_Photos_and_Images|Edit Member Public Photos and Images]] | [[Member_Management-Edit_Member_Public_Photos_and_Images|Edit Member Public Photos and Images]] | ||
+ | |||
[[Member_Management-Edit_Member_Search_Results_Map_Information|Edit Member Search Results Map Information]] | [[Member_Management-Edit_Member_Search_Results_Map_Information|Edit Member Search Results Map Information]] | ||
+ | |||
[[Member_Management-Member_Login_name_and_Password|Member Login name and Password]] | [[Member_Management-Member_Login_name_and_Password|Member Login name and Password]] | ||
+ | |||
[[Member_Management-Select_Basic_or_Enhanced_Listing|Select Basic or Enhanced Listing]] | [[Member_Management-Select_Basic_or_Enhanced_Listing|Select Basic or Enhanced Listing]] | ||
+ | |||
[[Member_Management-Set_the_Redirect_Index|Set the Redirect Index]] | [[Member_Management-Set_the_Redirect_Index|Set the Redirect Index]] | ||
+ | |||
[[Member_Management-Generate_Member_Info_Page_URL|Generate Member Info Page URL]] | [[Member_Management-Generate_Member_Info_Page_URL|Generate Member Info Page URL]] | ||
+ | |||
+ | ==Manage Communications== | ||
+ | |||
[[Member_Management-Manage_Communication|Manage Communication]] | [[Member_Management-Manage_Communication|Manage Communication]] | ||
+ | |||
[[Member_Management-Record_a_Phone_Call_or_Note|Record a Phone Call or Note]] | [[Member_Management-Record_a_Phone_Call_or_Note|Record a Phone Call or Note]] | ||
+ | |||
[[Member_Management-Send_an_Email|Send an Email]] | [[Member_Management-Send_an_Email|Send an Email]] | ||
+ | |||
[[Member_Management-Create_and_send_a_letter_or_fax|Create and send a letter or fax]] | [[Member_Management-Create_and_send_a_letter_or_fax|Create and send a letter or fax]] | ||
+ | |||
[[Member_Management-Refer_a_member_using_eReferral|Refer a member using eReferral]] | [[Member_Management-Refer_a_member_using_eReferral|Refer a member using eReferral]] | ||
+ | |||
[[Member_Management-What_is_an_eReferral_3f|What is an eReferral?]] | [[Member_Management-What_is_an_eReferral_3f|What is an eReferral?]] | ||
+ | |||
[[Member_Management-Send_an_eReferral|Send an eReferral]] | [[Member_Management-Send_an_eReferral|Send an eReferral]] | ||
+ | |||
[[Member_Management-Edit_eReferral_email_setup_options|Edit eReferral email setup options]] | [[Member_Management-Edit_eReferral_email_setup_options|Edit eReferral email setup options]] | ||
− | [[ | + | |
+ | [[Create_a_reminder|Create a reminder]] | ||
+ | |||
[[Member_Management-Print_a_single_label|Print a single label]] | [[Member_Management-Print_a_single_label|Print a single label]] | ||
+ | |||
[[Member_Management-Print_a_label(s)|Print a label(s)]] | [[Member_Management-Print_a_label(s)|Print a label(s)]] | ||
+ | |||
[[Member_Management-Download_label_information|Download label information]] | [[Member_Management-Download_label_information|Download label information]] | ||
− | + | ||
− | + | ==Manage Account Information== | |
+ | |||
[[Member_Management-Check_Current_Balance|Check Current Balance]] | [[Member_Management-Check_Current_Balance|Check Current Balance]] | ||
+ | |||
[[Member_Management-Edit_Renewal_Month|Edit Renewal Month]] | [[Member_Management-Edit_Renewal_Month|Edit Renewal Month]] | ||
+ | |||
[[Member_Management-Edit_Billing_contact_2|Edit Billing contact]] | [[Member_Management-Edit_Billing_contact_2|Edit Billing contact]] | ||
− | [[Member_Management-Change_a_selected_rep_2| | + | |
− | [[ | + | [[Member_Management-Change_a_selected_rep_2|Change a Selected Rep 2]] |
+ | |||
+ | [[Automatic_Recurring_Credit_Card_Billing_and_ACH_with_Authorize.Net|Setup automatic recurring credit card or ACH billing]] | ||
+ | |||
[[Member_Management-Membership_Fees_and_Dues|Membership Fees and Dues]] | [[Member_Management-Membership_Fees_and_Dues|Membership Fees and Dues]] | ||
− | [[Member_Management-Add_a_new_fee_or_due_to_a_member|Add a | + | |
− | [[Member_Management-Remove_or_Edit_a_fee_or_due_for_a_particular_mem|Remove or Edit a | + | [[Member_Management-Add_a_new_fee_or_due_to_a_member|Add a New Fee or Due to a Member]] |
− | [[ | + | |
− | [[ | + | [[Member_Management-Remove_or_Edit_a_fee_or_due_for_a_particular_mem|Remove or Edit a Fee or Due for a Particular Member]] |
+ | |||
+ | [[Assign Fee with Start and Stop Date]] | ||
+ | |||
+ | [[Invoice a One-Time Item]] | ||
+ | |||
[[Member_Management-Transaction_History|Transaction History]] | [[Member_Management-Transaction_History|Transaction History]] | ||
+ | |||
[[Member_Management-Viewing_transaction_history_(QuickBooks_using_CQ|Viewing transaction history (QuickBooks using CQI)]] | [[Member_Management-Viewing_transaction_history_(QuickBooks_using_CQ|Viewing transaction history (QuickBooks using CQI)]] | ||
+ | |||
[[Member_Management-Transaction_History_(integrated_Billing_only)|Transaction History (integrated Billing only)]] | [[Member_Management-Transaction_History_(integrated_Billing_only)|Transaction History (integrated Billing only)]] | ||
+ | |||
+ | ==View Individual Member Stats== | ||
+ | |||
[[Member_Management-View_Individual_Member_Stats|View Individual Member Stats]] | [[Member_Management-View_Individual_Member_Stats|View Individual Member Stats]] | ||
+ | |||
[[Member_Management-Event_Activity|Event Activity]] | [[Member_Management-Event_Activity|Event Activity]] | ||
− | + | ||
[[Member_Management-Billing|Billing]] | [[Member_Management-Billing|Billing]] | ||
+ | |||
[[Member_Management-Other_Individual_Member_Reports|Other Individual Member Reports]] | [[Member_Management-Other_Individual_Member_Reports|Other Individual Member Reports]] | ||
− | + | ||
− | + | ==Individual Rep Logins== | |
− | + | ||
− | |||
[[Member_Management-Individual_Rep_Logins|Individual Rep Logins]] | [[Member_Management-Individual_Rep_Logins|Individual Rep Logins]] | ||
+ | |||
[[Member_Management-Creating_Rep_Login_2fPassword|Creating Rep Login/Password]] | [[Member_Management-Creating_Rep_Login_2fPassword|Creating Rep Login/Password]] | ||
+ | |||
[[Member_Management-Sending_a_mass_email_invitation_to_create_login|Sending a mass email invitation to create login account]] | [[Member_Management-Sending_a_mass_email_invitation_to_create_login|Sending a mass email invitation to create login account]] | ||
+ | |||
[[Member_Management-Create_a_single_login_account|Create a single login account]] | [[Member_Management-Create_a_single_login_account|Create a single login account]] | ||
+ | |||
[[Member_Management-Joined_Login_Names|Joined Login Names]] | [[Member_Management-Joined_Login_Names|Joined Login Names]] | ||
+ | |||
[[Member_Management-Rep_Login_Permissions|Rep Login Permissions]] | [[Member_Management-Rep_Login_Permissions|Rep Login Permissions]] | ||
+ | |||
[[Member_Management-Inherited_or_Custom_Permissions|Inherited or Custom Permissions]] | [[Member_Management-Inherited_or_Custom_Permissions|Inherited or Custom Permissions]] | ||
+ | |||
[[Member_Management-Rep_Permissions|Rep Permissions]] | [[Member_Management-Rep_Permissions|Rep Permissions]] | ||
− | [[ | + | |
+ | [[Default Permission Sets]] | ||
+ | |||
[[Member_Management-Managing_Rep_Permission_Sets|Managing Rep Permission Sets]] | [[Member_Management-Managing_Rep_Permission_Sets|Managing Rep Permission Sets]] | ||
− | [[ | + | |
+ | [[Setting Maximum Permissions]] | ||
+ | |||
[[Member_Management-Why_Individual_Rep_Logins|Why Individual Rep Logins]] | [[Member_Management-Why_Individual_Rep_Logins|Why Individual Rep Logins]] | ||
+ | |||
[[Member_Management-Login_Error_Messages|Login Error Messages]] | [[Member_Management-Login_Error_Messages|Login Error Messages]] | ||
+ | |||
+ | ==FAQs== | ||
+ | |||
[[Member_Management-Member_Management_FAQs|Member Management FAQs]] | [[Member_Management-Member_Management_FAQs|Member Management FAQs]] |
Latest revision as of 23:36, 4 September 2016
Contents
Manage Your Members
Manage your Members - Overview
Accessing and navigating the Members module
How to Add, Drop, Merge Members
How to edit member contact information
Modify Member Login name and Password
Reinstate / Re-activate a member
Manage Representatives
Modify Contact Information for a Rep
Print label for a representative
Set Default Web Display Options for Reps
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
Manage Communications
Create and send a letter or fax
Refer a member using eReferral
Edit eReferral email setup options
Manage Account Information
Setup automatic recurring credit card or ACH billing
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
Viewing transaction history (QuickBooks using CQI)
Transaction History (integrated Billing only)
View Individual Member Stats
Other Individual Member Reports
Individual Rep Logins
Sending a mass email invitation to create login account
Inherited or Custom Permissions