Difference between revisions of "Member Management Table of Contents"

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==Manage Your Members==
  <div style="text-align: left;">Table of Contents | Previous | [[Member_Management-Manage_your_Members|Next]] | [[Member_Management-Index|Index]]</div>
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[[Manage_Your_Members|Manage your Members - Overview]]
  <hr />
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  <h2 class="WebWorks_TOC_Title">Table of Contents</h2>
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[[Accessing_and_navigating_the_Members_module|Accessing and navigating the Members module]]
  <div style="margin-left: 12pt;">[[Member_Management-Manage_your_Members|Manage your Members]]</div>
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  <div style="margin-left: 24pt;">[[Member_Management-Accessing_and_navigating_the_Members_module|Accessing and navigating the Members module]]</div>
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[[Add,_Drop,_Merge_Members|How to Add, Drop, Merge Members]]
  <div style="margin-left: 24pt;">[[Member_Management-How_to_Add_Drop_Merge_Members|How to Add, Drop, Merge Members]]</div>
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  <div style="margin-left: 24pt;">[[Member_Management-Add_New_Member|Add New Member]]</div>
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[[Using_Add_Member_Button|Add New Member]]
  <div style="margin-left: 36pt;">[[Member_Management-Using_Add_Member_button|Using Add Member button]]</div>
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  <div style="margin-left: 24pt;">[[Member_Management-Find_a_Member|Find a Member]]</div>
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[[Member_Management-Find_a_Member|Find a Member]]
  <div style="margin-left: 24pt;">[[Member_Management-Edit_Member_Information|Edit Member Information]]</div>
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  <div style="margin-left: 36pt;">[[Member_Management-How_to_edit_member_contact_information|How to edit member contact information]]</div>
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[[Edit_Member_Information|Edit Member Information]]
  <div style="margin-left: 36pt;">[[Member_Management-Edit_Billing_contact|Edit Billing contact]]</div>
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  <div style="margin-left: 48pt;">[[Member_Management-Change_a_selected_rep|Member_Management-Change_a_selected_rep]]</div>
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[[How To Edit Member Contact Information|How to edit member contact information]]
  <div style="margin-left: 36pt;">[[Member_Management-Modify_Billing_Renewal_Month|Modify Billing Renewal Month]]</div>
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  <div style="margin-left: 36pt;">[[Member_Management-Change_Assigned_Business_Category|Change Assigned Business Category]]</div>
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[[Member_Management-Edit_Billing_contact_2|Edit Billing contact]]
  <div style="margin-left: 36pt;">[[Member_Management-Modify_Assigned_Association_2f_Chamber_Representa|Modify Assigned Association / Chamber Representative]]</div>
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  <div style="margin-left: 36pt;">[[Member_Management-Modify_Created_Date|Modify Created Date]]</div>
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[[Member_Management-Change_a_selected_rep|Change a Selected Rep]]
  <div style="margin-left: 36pt;">[[Member_Management-Modify_Established_Date|Modify Established Date]]</div>
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  <div style="margin-left: 36pt;">[[Member_Management-Edit_Fees_and_Dues|Edit Fees and Dues]]</div>
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[[Member_Management-Modify_Billing_Renewal_Month|Modify Billing Renewal Month]]
  <div style="margin-left: 36pt;">[[Member_Management-Edit_File-by_Name|Edit File-by Name]]</div>
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  <div style="margin-left: 36pt;">[[Member_Management-Edit_Join_Date|Edit Join Date]]</div>
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[[Modify Created Date]]
  <div style="margin-left: 36pt;">[[Member_Management-Modify_Member_Login_name_and_Password|Modify Member Login name and Password]]</div>
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  <div style="margin-left: 36pt;">[[Member_Management-Modify_Member_Representatives|Modify Member Representatives]]</div>
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[[Member_Management-Modify_Established_Date|Modify Established Date]]
  <div style="margin-left: 36pt;">[[Member_Management-Change_Membership_Status|Change Membership Status]]</div>
+
 
  <div style="margin-left: 36pt;">[[Member_Management-Change_Modified_Date|Change Modified Date]]</div>
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[[Member_Management-Edit_Fees_and_Dues|Edit Fees and Dues]]
  <div style="margin-left: 36pt;">[[Member_Management-Edit_Web_Display_Information|Edit Web Display Information]]</div>
+
 
  <div style="margin-left: 24pt;">[[Member_Management-Drop_a_Member|Drop a Member]]</div>
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[[Edit File by Name|Edit File by Name]]
  <div style="margin-left: 24pt;">[[Member_Management-Reinstate_2f_Re-activate_a_member|Reinstate / Re-activate a member]]</div>
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  <div style="margin-left: 24pt;">[[Member_Management-Merge_Members|Merge Members]]</div>
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[[Edit Join Date]]
  <div style="margin-left: 24pt;">[[Member_Management-Custom_Fields|Custom Fields]]</div>
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  <div style="margin-left: 24pt;">[[Member_Management-Community_Member|Community Member]]</div>
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[[Modify Member Login name and Password|Modify Member Login name and Password]]
  <div style="margin-left: 12pt;">[[Member_Management-Manage_Representatives|Manage Representatives]]</div>
+
 
  <div style="margin-left: 24pt;">[[Member_Management-Add_a_New_Rep|Add a New Rep]]</div>
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[[Member_Management-Modify_Member_Representatives|Modify Member Representatives]]
  <div style="margin-left: 24pt;">[[Member_Management-Modify_contact_information_for_a_rep|Modify contact information for a rep]]</div>
+
 
  <div style="margin-left: 24pt;">[[Member_Management-Reassign_Rep|Reassign Rep]]</div>
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[[Change Membership Status]]
  <div style="margin-left: 24pt;">[[Member_Management-Remove_2fInactivate_Rep|Remove/Inactivate Rep]]</div>
+
 
  <div style="margin-left: 24pt;">[[Member_Management-Add_custom_fields_for_a_rep|Add custom fields for a rep]]</div>
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[[Change Modified Date]]
  <div style="margin-left: 24pt;">[[Member_Management-Send_email_to_rep(s)|Send email to rep(s)]]</div>
+
 
  <div style="margin-left: 24pt;">[[Member_Management-Print_label_for_a_representative|Print label for a representative]]</div>
+
[[Member_Management-Edit_Web_Display_Information|Edit Web Display Information]]
  <div style="margin-left: 24pt;">[[Member_Management-Web_Display_Options_for_a_rep|Web Display Options for a rep]]</div>
+
 
  <div style="margin-left: 24pt;">[[Member_Management-Set_Default_Web_Display_Options_for_Reps|Set Default Web Display Options for Reps]]</div>
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[[Drop a Member]]
  <div style="margin-left: 24pt;">[[Member_Management-Modify_Group_Participation|Modify Group Participation]]</div>
+
 
  <div style="margin-left: 24pt;">[[Member_Management-Impersonate_a_representative_in_the_Member_Infor|Impersonate a representative in the Member Information Center]]</div>
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[[Reinstate / Re-activate a member]]
  <div style="margin-left: 24pt;">[[Member_Management-Assign_login_permissions_to_a_rep|Assign login permissions to a rep]]</div>
+
 
  <div style="margin-left: 24pt;">[[Member_Management-Determine_what_rep_info_is_seen_in_the_Member_In|Determine what rep info is seen in the Member Information Center]]</div>
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[[Merge Members]]
  <div style="margin-left: 12pt;">[[Member_Management-Manage_Members’_Online_Listing|Manage Members’ Online Listing]]</div>
+
 
  <div style="margin-left: 24pt;">[[Member_Management-Edit_Member_Public_Displayed_Contact_Information|Edit Member Public Displayed Contact Information]]</div>
+
[[Custom Fields]]
  <div style="margin-left: 24pt;">[[Member_Management-Edit_Member_Public_Display_attributes|Edit Member Public Display attributes]]</div>
+
 
  <div style="margin-left: 24pt;">[[Member_Management-Edit_Member_Public_Description|Edit Member Public Description]]</div>
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[[Community Member]]
  <div style="margin-left: 24pt;">[[Member_Management-Edit_Member_Public_Photos_and_Images|Edit Member Public Photos and Images]]</div>
+
 
  <div style="margin-left: 24pt;">[[Member_Management-Edit_Member_Search_Results_Map_Information|Edit Member Search Results Map Information]]</div>
+
==Manage Representatives==
  <div style="margin-left: 24pt;">[[Member_Management-Member_Login_name_and_Password|Member Login name and Password]]</div>
+
 
  <div style="margin-left: 24pt;">[[Member_Management-Select_Basic_or_Enhanced_Listing|Select Basic or Enhanced Listing]]</div>
+
[[Add a New Rep]]
  <div style="margin-left: 24pt;">[[Member_Management-Set_the_Redirect_Index|Set the Redirect Index]]</div>
+
 
  <div style="margin-left: 24pt;">[[Member_Management-Generate_Member_Info_Page_URL|Generate Member Info Page URL]]</div>
+
[[Modify Contact Information for a Rep]]
  <div style="margin-left: 12pt;">[[Member_Management-Manage_Communication|Manage Communication]]</div>
+
 
  <div style="margin-left: 24pt;">[[Member_Management-Record_a_Phone_Call_or_Note|Record a Phone Call or Note]]</div>
+
[[Member_Management-Reassign_Rep|Reassign Rep]]
  <div style="margin-left: 24pt;">[[Member_Management-Send_an_Email|Send an Email]]</div>
+
 
  <div style="margin-left: 24pt;">[[Member_Management-Create_and_send_a_letter_or_fax|Create and send a letter or fax]]</div>
+
[[Remove/Inactivate_a_Rep|Remove/Inactivate a Rep]]
  <div style="margin-left: 24pt;">[[Member_Management-Refer_a_member_using_eReferral|Refer a member using eReferral]]</div>
+
 
  <div style="margin-left: 36pt;">[[Member_Management-What_is_an_eReferral_3f|What is an eReferral?]]</div>
+
[[Custom_Fields|Add custom fields for a rep]]
  <div style="margin-left: 36pt;">[[Member_Management-Send_an_eReferral|Send an eReferral]]</div>
+
 
  <div style="margin-left: 36pt;">[[Member_Management-Edit_eReferral_email_setup_options|Edit eReferral email setup options]]</div>
+
[[Member_Management-Send_email_to_rep(s)|Send email to rep(s)]]
  <div style="margin-left: 24pt;">[[Member_Management-Create_a_reminder|Create a reminder]]</div>
+
 
  <div style="margin-left: 24pt;">[[Member_Management-Print_a_single_label|Print a single label]]</div>
+
[[Member_Management-Print_label_for_a_representative|Print label for a representative]]
  <div style="margin-left: 36pt;">[[Member_Management-Print_a_label(s)|Print a label(s)]]</div>
+
 
  <div style="margin-left: 36pt;">[[Member_Management-Download_label_information|Download label information]]</div>
+
[[Member_Management-Set_Default_Web_Display_Options_for_Reps|Web Display Options for a rep]]
  <div style="margin-left: 24pt;">[[Member_Management-Manage_Account_Information|Member_Management-Manage_Account_Information]]</div>
+
 
  <div style="margin-left: 12pt;">[[Member_Management-Manage_Account_Information_2|Manage Account Information]]</div>
+
[[Member_Management-Set_Default_Web_Display_Options_for_Reps|Set Default Web Display Options for Reps]]
  <div style="margin-left: 24pt;">[[Member_Management-Check_Current_Balance|Check Current Balance]]</div>
+
 
  <div style="margin-left: 24pt;">[[Member_Management-Edit_Renewal_Month|Edit Renewal Month]]</div>
+
[[Member_Management-Modify_Group_Participation|Modify Group Participation]]
  <div style="margin-left: 24pt;">[[Member_Management-Edit_Billing_contact_2|Edit Billing contact]]</div>
+
 
  <div style="margin-left: 36pt;">[[Member_Management-Change_a_selected_rep_2|Member_Management-Change_a_selected_rep_2]]</div>
+
[[Impersonate a Representative in the Member Information Center|Impersonate a representative in the Member Information Center]]
  <div style="margin-left: 24pt;">[[Member_Management-Setup_automatic_recurring_credit_card_or_ACH_bil|Setup automatic recurring credit card or ACH billing]]</div>
+
 
  <div style="margin-left: 24pt;">[[Member_Management-Membership_Fees_and_Dues|Membership Fees and Dues]]</div>
+
[[Member_Management-Assign_login_permissions_to_a_rep|Assign login permissions to a rep]]
  <div style="margin-left: 36pt;">[[Member_Management-Add_a_new_fee_or_due_to_a_member|Add a new fee or due to a member]]</div>
+
 
  <div style="margin-left: 36pt;">[[Member_Management-Remove_or_Edit_a_fee_or_due_for_a_particular_mem|Remove or Edit a fee or due for a particular member]]</div>
+
[[Member_Management-Determine_what_rep_info_is_seen_in_the_Member_In|Determine what rep info is seen in the Member Information Center]]
  <div style="margin-left: 36pt;">[[Member_Management-Assign_Fee_with_Start_and_Stop_date_(Plus_editio|Assign Fee with Start and Stop date (Plus edition or greater only)]]</div>
+
 
  <div style="margin-left: 36pt;">[[Member_Management-Invoice_a_one-time_item|Invoice a one-time item]]</div>
+
==Manage a Member's Online Listings==
  <div style="margin-left: 24pt;">[[Member_Management-Transaction_History|Transaction History]]</div>
+
 
  <div style="margin-left: 36pt;">[[Member_Management-Viewing_transaction_history_(QuickBooks_using_CQ|Viewing transaction history (QuickBooks using CQI)]]</div>
+
[[Member_Management-Edit_Member_Public_Displayed_Contact_Information|Edit Member Public Displayed Contact Information]]
  <div style="margin-left: 36pt;">[[Member_Management-Transaction_History_(integrated_Billing_only)|Transaction History (integrated Billing only)]]</div>
+
 
  <div style="margin-left: 12pt;">[[Member_Management-View_Individual_Member_Stats|View Individual Member Stats]]</div>
+
[[Member_Management-Edit_Member_Public_Display_attributes|Edit Member Public Display attributes]]
  <div style="margin-left: 24pt;">[[Member_Management-Event_Activity|Event Activity]]</div>
+
 
  <div style="margin-left: 24pt;">[[Member_Management-Web_Hits_2fStatistics|Web Hits/Statistics]]</div>
+
[[Member_Management-Edit_Member_Public_Description|Edit Member Public Description]]
  <div style="margin-left: 24pt;">[[Member_Management-Billing|Billing]]</div>
+
 
  <div style="margin-left: 24pt;">[[Member_Management-Other_Individual_Member_Reports|Other Individual Member Reports]]</div>
+
[[Member_Management-Edit_Member_Public_Photos_and_Images|Edit Member Public Photos and Images]]
  <div style="margin-left: 12pt;">[[Member_Management-Business_Categories_Deals_Jobs|Business Categories, Deals, Jobs]]</div>
+
 
  <div style="margin-left: 24pt;">[[Member_Management-Assign_Business_Categories_to_your_members|Assign Business Categories to your members]]</div>
+
[[Member_Management-Edit_Member_Search_Results_Map_Information|Edit Member Search Results Map Information]]
  <div style="margin-left: 36pt;">[[Member_Management-Assign_attributes_to_a_category|Assign attributes to a category]]</div>
+
 
  <div style="margin-left: 24pt;">[[Member_Management-Assign_Locations_to_your_member|Assign Locations to your member]]</div>
+
[[Member_Management-Member_Login_name_and_Password|Member Login name and Password]]
  <div style="margin-left: 12pt;">[[Member_Management-Individual_Rep_Logins|Individual Rep Logins]]</div>
+
 
  <div style="margin-left: 24pt;">[[Member_Management-Creating_Rep_Login_2fPassword|Creating Rep Login/Password]]</div>
+
[[Member_Management-Select_Basic_or_Enhanced_Listing|Select Basic or Enhanced Listing]]
  <div style="margin-left: 36pt;">[[Member_Management-Sending_a_mass_email_invitation_to_create_login|Sending a mass email invitation to create login account]]</div>
+
 
  <div style="margin-left: 36pt;">[[Member_Management-Create_a_single_login_account|Create a single login account]]</div>
+
[[Member_Management-Set_the_Redirect_Index|Set the Redirect Index]]
  <div style="margin-left: 36pt;">[[Member_Management-Joined_Login_Names|Joined Login Names]]</div>
+
 
  <div style="margin-left: 24pt;">[[Member_Management-Rep_Login_Permissions|Rep Login Permissions]]</div>
+
[[Member_Management-Generate_Member_Info_Page_URL|Generate Member Info Page URL]]
  <div style="margin-left: 36pt;">[[Member_Management-Inherited_or_Custom_Permissions|Inherited or Custom Permissions]]</div>
+
 
  <div style="margin-left: 36pt;">[[Member_Management-Rep_Permissions|Rep Permissions]]</div>
+
==Manage Communications==
  <div style="margin-left: 36pt;">[[Member_Management-Default_Permission_Sets|Default Permission Sets]]</div>
+
 
  <div style="margin-left: 36pt;">[[Member_Management-Managing_Rep_Permission_Sets|Managing Rep Permission Sets]]</div>
+
[[Member_Management-Manage_Communication|Manage Communication]]
  <div style="margin-left: 36pt;">[[Member_Management-Setting_Maximum_Permissions|Setting Maximum Permissions]]</div>
+
 
  <div style="margin-left: 24pt;">[[Member_Management-Why_Individual_Rep_Logins|Why Individual Rep Logins]]</div>
+
[[Member_Management-Record_a_Phone_Call_or_Note|Record a Phone Call or Note]]
  <div style="margin-left: 24pt;">[[Member_Management-Login_Error_Messages|Login Error Messages]]</div>
+
 
  <div style="margin-left: 12pt;">[[Member_Management-Member_Management_FAQs|Member Management FAQs]]</div>
+
[[Member_Management-Send_an_Email|Send an Email]]
  <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="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>
+
[[Member_Management-Create_and_send_a_letter_or_fax|Create and send a letter or fax]]
  <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>
+
 
  <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>
+
[[Member_Management-Refer_a_member_using_eReferral|Refer a member using eReferral]]
  <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="margin-left: 24pt;">[[Member_Management-What_does_the_pushpin_do_3f|What does the pushpin do?]]</div>
+
[[Member_Management-What_is_an_eReferral_3f|What is an eReferral?]]
  <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="margin-left: 24pt;">[[Member_Management-What_is_the_Greeting_field_used_for_3f|What is the Greeting field used for?]]</div>
+
[[Member_Management-Send_an_eReferral|Send an eReferral]]
  <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="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>
+
[[Member_Management-Edit_eReferral_email_setup_options|Edit eReferral email setup options]]
  <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="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>
+
[[Create_a_reminder|Create a reminder]]
  <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="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>
+
[[Member_Management-Print_a_single_label|Print a single label]]
  <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>
+
[[Member_Management-Print_a_label(s)|Print a label(s)]]
 +
 
 +
[[Member_Management-Download_label_information|Download label information]]
 +
 
 +
==Manage Account Information==
 +
 
 +
[[Member_Management-Check_Current_Balance|Check Current Balance]]
 +
 
 +
[[Member_Management-Edit_Renewal_Month|Edit Renewal Month]]
 +
 
 +
[[Member_Management-Edit_Billing_contact_2|Edit Billing contact]]
 +
 
 +
[[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-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-Viewing_transaction_history_(QuickBooks_using_CQ|Viewing transaction history (QuickBooks using CQI)]]
 +
 
 +
[[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-Event_Activity|Event Activity]]
 +
 
 +
[[Member_Management-Billing|Billing]]
 +
 
 +
[[Member_Management-Other_Individual_Member_Reports|Other Individual Member Reports]]
 +
 
 +
==Individual Rep Logins==
 +
 
 +
[[Member_Management-Individual_Rep_Logins|Individual Rep Logins]]
 +
 
 +
[[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-Create_a_single_login_account|Create a single login account]]
 +
 
 +
[[Member_Management-Joined_Login_Names|Joined Login Names]]
 +
 
 +
[[Member_Management-Rep_Login_Permissions|Rep Login Permissions]]
 +
 
 +
[[Member_Management-Inherited_or_Custom_Permissions|Inherited or Custom Permissions]]
 +
 
 +
[[Member_Management-Rep_Permissions|Rep Permissions]]
 +
 
 +
[[Default 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-Login_Error_Messages|Login Error Messages]]
 +
 
 +
==FAQs==
 +
 
 +
[[Member_Management-Member_Management_FAQs|Member Management FAQs]]

Latest revision as of 23:36, 4 September 2016

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

FAQs

Member Management FAQs