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| | 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. | | 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. |
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| − | ==Define Your Own Membership Types==
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| − | <div style="margin-left: 18pt;margin-bottom: 12pt;">
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| − | <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
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| − | <tr valign="baseline">
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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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| − | </tr>
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| − | </table>
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| − | </div>
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| − | <div style="margin-left: 18pt;margin-bottom: 12pt;">
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| − | <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
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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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| − | </tr>
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| − | </table>
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| − | </div>
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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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| − | <div style="margin-left: 18pt;margin-bottom: 12pt;">
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| − | <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
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| − | <tr valign="baseline">
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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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| − | </tr>
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| − | </table>
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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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| − | <div style="margin-left: 18pt;margin-bottom: 12pt;">
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| − | <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
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| − | <tr valign="baseline">
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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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| − | </tr>
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| − | </table>
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| − | </div>
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| − | <div style="margin-left: 18pt;margin-bottom: 12pt;">
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| − | <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
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| − | <tr valign="baseline">
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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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| − | </tr>
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| − | </table>
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| − | </div>
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| − | <div style="margin-left: 18pt;margin-bottom: 12pt;">
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| − | <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
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| − | <tr valign="baseline">
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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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| − | </tr>
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| − | </table>
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| | ==Assign Membership Type to a Member== | | ==Assign Membership Type to a Member== |
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.
Assign Membership Type to a Member
Membership Type may also be assigned when a new member is created. This selection is available on the second step of the four in creating a new member.
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Click Members in the left-hand menu. |
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Select the desired member from the drop-down menu. |
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On the General tab, click the Membership Type arrow in the Additional Information area to select the desired Membership Type. |
Figure 2-2a Assigning Membership Type to your member
How are Membership Types used?
Membership Types are used throughout the software once defined and assigned to your members. Some common uses of Membership Type:
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Reports may be viewed/generated by Membership Type |
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Communication may be sent/created by Membership Type |
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Event invitations may be sent by Membership Type |
