Difference between revisions of "Getting Started-New Customer Check List"
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<div style="font-family: Calibri; font-size: 11pt; margin-bottom: 0pt;"><span id="wwpID0EWHA">[[Image:Getting_Started-New_Customer_Check_List-NewChamberChecklist.2.1.52.jpg]] Learn how to add a new member, find a member, and edit member info </span>[[http://education.chambermaster.com/help/wwhelp/wwhimpl/api.htm?context=member&topic=mm12|[[Image:Getting_Started-New_Customer_Check_List-NewChamberChecklist.2.1.53.jpg]]]]</div> | <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 0pt;"><span id="wwpID0EWHA">[[Image:Getting_Started-New_Customer_Check_List-NewChamberChecklist.2.1.52.jpg]] Learn how to add a new member, find a member, and edit member info </span>[[http://education.chambermaster.com/help/wwhelp/wwhimpl/api.htm?context=member&topic=mm12|[[Image:Getting_Started-New_Customer_Check_List-NewChamberChecklist.2.1.53.jpg]]]]</div> | ||
<div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0EVHA"> </span></div> | <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0EVHA"> </span></div> | ||
− | + | <html> <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span style="font-family: Calibri; font-size: 11pt;"><a href="http://supportwiki.micronetonline.com/index.php?title=Getting_Started-Additional_Check_List_items">Additional Optional Setup items</a></span></div> | |
− | </div> | + | </div></html> |
Revision as of 16:28, 28 May 2015
New Customer Check List
New Customer Check List
Welcome! Your data has been converted and brought into your database. Walk through the items below to get up and running quickly. Find this check list any time at [[1]] or by logging into your software. Click Help/Info and select Getting Started.
Prepare for using ChamberMaster / MemberZone (for all staff)
Review imported data (for administrator)
Spot check about 20 - 30 of your members. Look at all the tabs of information in the Members area to make sure everything was imported properly; i.e., General, Reps, Web, Communication, Account, etc.
If your billing history was imported, please make sure to look at the Account tab thoroughly to be sure all invoices and payments were imported properly
A few other areas of interest you may want to double check: Groups, Business Descriptions, Notes/Comments, Membership Fees, Custom Fields, Drop Dates and Reasons
Administrator Setup (for administrator)
Integrated Billing (for Finance/Administrator)
Credit Card Setup (optional; requires Plus edition or greater)
Start Using it (for all staff)