Difference between revisions of "Membership Types"

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==Define Your Own Membership Types==
 
==Define Your Own Membership Types==
 
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        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;"><span style="font-family: Calibri; font-size: 10pt;">1. </span></div></td>
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        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0TP0HA">Click </span><span style="font-weight: bold;">Setup</span> in the left-hand menu.</div></td>
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        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;"><span style="font-family: Calibri; font-size: 10pt;">2. </span></div></td>
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        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0SP0HA">Click </span><span style="font-weight: bold;">Define Membership Types</span>.</div></td>
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  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt; text-align: justify;"><span id="wwpID0E0RP0HA">[[Image:Define_your_own_Membership_Types-AdminTasks.1.22.1.jpg]]</span></div>
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  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span id="wwpID0E0QP0HA">Figure 2-1 Define Membership Types selection</span></div>
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        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;"><span style="font-family: Calibri; font-size: 10pt;">3. </span></div></td>
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        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0PP0HA">Click </span><span style="font-weight: bold;">Add New Type</span>.</div></td>
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  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0OP0HA">Users of ChamberMaster Plus will have an option to </span><span style="font-weight: bold;">Set Icon</span> for each Membership Type.  Upload a .jpg or .gif file for each Membership Type which will display next to the name of any member assigned to this Membership Type in the online Business Directory.  Maximum graphic size is 30 x 12 pixels.</div>
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  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt; text-align: justify;"><span id="wwpID0E0NP0HA">[[Image:Define_your_own_Membership_Types-AdminTasks.1.22.2.jpg]]</span></div>
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  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span id="wwpID0E0MP0HA">Figure 2-2 Adding new Membership Type</span></div>
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        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;"><span style="font-family: Calibri; font-size: 10pt;">4. </span></div></td>
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        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0LP0HA">Type the desired Membership Type.</span></div></td>
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        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;"><span style="font-family: Calibri; font-size: 10pt;">5. </span></div></td>
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        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0KP0HA">Click </span><span style="font-weight: bold;">Save</span>.</div></td>
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        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;"><span style="font-family: Calibri; font-size: 10pt;">6. </span></div></td>
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        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0JP0HA">Continue adding new types and then click </span><span style="font-weight: bold;">Continue</span> when desired Membership Types have been created.</div></td>
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==Assign Membership Type to a Member==
 
==Assign Membership Type to a Member==

Revision as of 16:31, 10 September 2015

Membership Types may be created so you can assign them to a drop-down list when creating or modifying your member’s record. Selecting your members by Membership Type then is an option that is available throughout the software.

Define Your Own Membership Types

1.
Click Setup in the left-hand menu.
2.
Click Define Membership Types.
Define your own Membership Types-AdminTasks.1.22.1.jpg
Figure 2-1 Define Membership Types selection
3.
Click Add New Type.
Users of ChamberMaster Plus will have an option to Set Icon for each Membership Type. Upload a .jpg or .gif file for each Membership Type which will display next to the name of any member assigned to this Membership Type in the online Business Directory. Maximum graphic size is 30 x 12 pixels.
Define your own Membership Types-AdminTasks.1.22.2.jpg
Figure 2-2 Adding new Membership Type
4.
Type the desired Membership Type.
5.
Click Save.
6.
Continue adding new types and then click Continue when desired Membership Types have been created.

Assign Membership Type to a Member

How are Membership Types used?