Member Management Table of Contents

Manage your Members Accessing and navigating the Members module How to Add, Drop, Merge Members Add New Member Using Add Member button Find a Member Edit Member Information How to edit member contact information Edit Billing contact Member Management-Change a selected rep Modify Billing Renewal Month Change Assigned Business Category Modify Assigned Association / Chamber Representative 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 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 Members’ Online Listing 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 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 Member Management-Manage Account Information Manage Account Information Check Current Balance Edit Renewal Month Edit Billing contact Member Management-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 (Plus edition or greater only) Invoice a one-time item Transaction History Viewing transaction history (QuickBooks using CQI) Transaction History (integrated Billing only) View Individual Member Stats Event Activity Web Hits/Statistics Billing Other Individual Member Reports Business Categories, Deals, Jobs Assign Business Categories to your members Assign attributes to a category Assign Locations to your member 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 FAQs