Difference between revisions of "Member Management FAQs"
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− | + | *[[If someone is listed as a contact under multiple memberships is there a way to set them up so that they only need one set of login credentials? |If someone is listed as a contact under multiple memberships is there a way to set them up so that they only need one set of login credentials?]] | |
− | + | *[[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?]] | |
− | + | *[[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?]] | |
− | + | *[[Member_Management-How_do_I_drop_or_inactivate_a_Member_3f|How do I drop or inactivate a Member?]] | |
− | + | *[[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?]] | |
− | + | *[[Member_Management-Does_updating_the_member_contact_info_automatica|Does updating the member contact info automatically update my representative contact info?]] | |
− | + | *[[Member_Management-What_does_the_pushpin_do_3f|What does the pushpin do?]] | |
− | + | *[[Member_Management-How_is_the_Contact_Preference_field_used_on_the|How is the Contact Preference field used on the Reps tab?]] | |
− | + | *[[Member_Management-What_is_the_Greeting_field_used_for_3f|What is the Greeting field used for?]] | |
− | + | *[[Member_Management-Can_I_view_history_for_each_rep_3f|Can I view history for each rep?]] | |
− | + | *[[Member_Management-How_do_I_specify_who_my_featured_members_are_3f|How do I specify who my featured members are?]] | |
− | + | *[[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?]] | |
− | + | *[[Member_Management-Why_can’t_I_view_(see)_my_member_2frep_password_3f|Why can’t I view (see) my member/rep password?]] | |
− | + | *[[Member_Management-How_do_I_know_what_permissions_my_rep_has_3f|How do I know what permissions my rep has?]] | |
− | + | *[[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?]] | |
− | + | *[[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?]] |
Latest revision as of 19:50, 15 June 2016
- If someone is listed as a contact under multiple memberships is there a way to set them up so that they only need one set of login credentials?
- I’m "missing" members in my drop-down list. Where did they go?
- “This page is not available for the [Community Member] record. What does that mean?
- How do I drop or inactivate a Member?
- Will the software warn me if I try to create a duplicate member?
- Does updating the member contact info automatically update my representative contact info?
- What does the pushpin do?
- How is the Contact Preference field used on the Reps tab?
- What is the Greeting field used for?
- Can I view history for each rep?
- How do I specify who my featured members are?
- Who can login to the Member Information Center? Can prospects, courtesy or non-members login?
- Why can’t I view (see) my member/rep password?
- How do I know what permissions my rep has?
- Why is my member being asked to verify their identity when creating a login?
- How do I invite my reps to create a login account and access the Member information Center?