Difference between revisions of "Member Management Table of Contents"
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[[Member_Management-Manage_your_Members|Manage your Members]] | [[Member_Management-Manage_your_Members|Manage your Members]] | ||
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[[Member_Management-Accessing_and_navigating_the_Members_module|Accessing and navigating the Members module]] | [[Member_Management-Accessing_and_navigating_the_Members_module|Accessing and navigating the Members module]] | ||
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[[Member_Management-How_to_Add_Drop_Merge_Members|How to Add, Drop, Merge Members]] | [[Member_Management-How_to_Add_Drop_Merge_Members|How to Add, Drop, Merge Members]] | ||
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[[Member_Management-Add_New_Member|Add New Member]] | [[Member_Management-Add_New_Member|Add New Member]] | ||
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[[Member_Management-Using_Add_Member_button|Using Add Member button]] | [[Member_Management-Using_Add_Member_button|Using Add Member button]] | ||
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[[Member_Management-Find_a_Member|Find a Member]] | [[Member_Management-Find_a_Member|Find a Member]] | ||
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[[Member_Management-Edit_Member_Information|Edit Member Information]] | [[Member_Management-Edit_Member_Information|Edit Member Information]] | ||
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[[Member_Management-How_to_edit_member_contact_information|How to edit member contact information]] | [[Member_Management-How_to_edit_member_contact_information|How to edit member contact information]] | ||
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[[Member_Management-Edit_Billing_contact|Edit Billing contact]] | [[Member_Management-Edit_Billing_contact|Edit Billing contact]] | ||
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[[Member_Management-Change_a_selected_rep|Member_Management-Change_a_selected_rep]] | [[Member_Management-Change_a_selected_rep|Member_Management-Change_a_selected_rep]] | ||
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[[Member_Management-Modify_Billing_Renewal_Month|Modify Billing Renewal Month]] | [[Member_Management-Modify_Billing_Renewal_Month|Modify Billing Renewal Month]] | ||
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[[Member_Management-Change_Assigned_Business_Category|Change Assigned Business Category]] | [[Member_Management-Change_Assigned_Business_Category|Change Assigned Business Category]] | ||
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[[Member_Management-Modify_Assigned_Association_2f_Chamber_Representa|Modify Assigned Association / Chamber Representative]] | [[Member_Management-Modify_Assigned_Association_2f_Chamber_Representa|Modify Assigned Association / Chamber Representative]] | ||
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[[Member_Management-Modify_Created_Date|Modify Created Date]] | [[Member_Management-Modify_Created_Date|Modify Created Date]] | ||
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[[Member_Management-Modify_Established_Date|Modify Established Date]] | [[Member_Management-Modify_Established_Date|Modify Established Date]] | ||
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[[Member_Management-Edit_Fees_and_Dues|Edit Fees and Dues]] | [[Member_Management-Edit_Fees_and_Dues|Edit Fees and Dues]] | ||
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[[Member_Management-Edit_File-by_Name|Edit File-by Name]] | [[Member_Management-Edit_File-by_Name|Edit File-by Name]] | ||
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[[Member_Management-Edit_Join_Date|Edit Join Date]] | [[Member_Management-Edit_Join_Date|Edit Join Date]] | ||
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[[Member_Management-Modify_Member_Login_name_and_Password|Modify Member Login name and Password]] | [[Member_Management-Modify_Member_Login_name_and_Password|Modify Member Login name and Password]] | ||
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[[Member_Management-Modify_Member_Representatives|Modify Member Representatives]] | [[Member_Management-Modify_Member_Representatives|Modify Member Representatives]] | ||
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[[Member_Management-Change_Membership_Status|Change Membership Status]] | [[Member_Management-Change_Membership_Status|Change Membership Status]] | ||
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[[Member_Management-Change_Modified_Date|Change Modified Date]] | [[Member_Management-Change_Modified_Date|Change Modified Date]] | ||
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[[Member_Management-Edit_Web_Display_Information|Edit Web Display Information]] | [[Member_Management-Edit_Web_Display_Information|Edit Web Display Information]] | ||
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[[Member_Management-Drop_a_Member|Drop a Member]] | [[Member_Management-Drop_a_Member|Drop a Member]] | ||
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[[Member_Management-Reinstate_2f_Re-activate_a_member|Reinstate / Re-activate a member]] | [[Member_Management-Reinstate_2f_Re-activate_a_member|Reinstate / Re-activate a member]] | ||
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[[Member_Management-Merge_Members|Merge Members]] | [[Member_Management-Merge_Members|Merge Members]] | ||
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[[Member_Management-Custom_Fields|Custom Fields]] | [[Member_Management-Custom_Fields|Custom Fields]] | ||
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[[Member_Management-Community_Member|Community Member]] | [[Member_Management-Community_Member|Community Member]] | ||
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[[Member_Management-Manage_Representatives|Manage Representatives]] | [[Member_Management-Manage_Representatives|Manage Representatives]] | ||
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[[Member_Management-Add_a_New_Rep|Add a New Rep]] | [[Member_Management-Add_a_New_Rep|Add a New Rep]] | ||
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[[Member_Management-Modify_contact_information_for_a_rep|Modify contact information for a rep]] | [[Member_Management-Modify_contact_information_for_a_rep|Modify contact information for a rep]] | ||
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[[Member_Management-Reassign_Rep|Reassign Rep]] | [[Member_Management-Reassign_Rep|Reassign Rep]] | ||
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[[Member_Management-Remove_2fInactivate_Rep|Remove/Inactivate Rep]] | [[Member_Management-Remove_2fInactivate_Rep|Remove/Inactivate Rep]] | ||
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[[Member_Management-Add_custom_fields_for_a_rep|Add custom fields for a rep]] | [[Member_Management-Add_custom_fields_for_a_rep|Add custom fields for a rep]] | ||
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[[Member_Management-Send_email_to_rep(s)|Send email to rep(s)]] | [[Member_Management-Send_email_to_rep(s)|Send email to rep(s)]] | ||
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[[Member_Management-Print_label_for_a_representative|Print label for a representative]] | [[Member_Management-Print_label_for_a_representative|Print label for a representative]] | ||
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[[Member_Management-Web_Display_Options_for_a_rep|Web Display Options for a rep]] | [[Member_Management-Web_Display_Options_for_a_rep|Web Display Options for a rep]] | ||
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[[Member_Management-Set_Default_Web_Display_Options_for_Reps|Set Default Web Display Options for Reps]] | [[Member_Management-Set_Default_Web_Display_Options_for_Reps|Set Default Web Display Options for Reps]] | ||
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[[Member_Management-Modify_Group_Participation|Modify Group Participation]] | [[Member_Management-Modify_Group_Participation|Modify Group Participation]] | ||
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[[Member_Management-Impersonate_a_representative_in_the_Member_Infor|Impersonate a representative in the Member Information Center]] | [[Member_Management-Impersonate_a_representative_in_the_Member_Infor|Impersonate a representative in the Member Information Center]] | ||
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[[Member_Management-Assign_login_permissions_to_a_rep|Assign login permissions to a rep]] | [[Member_Management-Assign_login_permissions_to_a_rep|Assign login permissions to a rep]] | ||
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[[Member_Management-Determine_what_rep_info_is_seen_in_the_Member_In|Determine what rep info is seen in the Member Information Center]] | [[Member_Management-Determine_what_rep_info_is_seen_in_the_Member_In|Determine what rep info is seen in the Member Information Center]] | ||
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[[Member_Management-Manage_Members’_Online_Listing|Manage Members’ Online Listing]] | [[Member_Management-Manage_Members’_Online_Listing|Manage Members’ Online Listing]] | ||
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[[Member_Management-Edit_Member_Public_Displayed_Contact_Information|Edit Member Public Displayed Contact Information]] | [[Member_Management-Edit_Member_Public_Displayed_Contact_Information|Edit Member Public Displayed Contact Information]] | ||
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[[Member_Management-Edit_Member_Public_Display_attributes|Edit Member Public Display attributes]] | [[Member_Management-Edit_Member_Public_Display_attributes|Edit Member Public Display attributes]] | ||
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[[Member_Management-Edit_Member_Public_Description|Edit Member Public Description]] | [[Member_Management-Edit_Member_Public_Description|Edit Member Public Description]] | ||
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[[Member_Management-Edit_Member_Public_Photos_and_Images|Edit Member Public Photos and Images]] | [[Member_Management-Edit_Member_Public_Photos_and_Images|Edit Member Public Photos and Images]] | ||
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[[Member_Management-Edit_Member_Search_Results_Map_Information|Edit Member Search Results Map Information]] | [[Member_Management-Edit_Member_Search_Results_Map_Information|Edit Member Search Results Map Information]] | ||
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[[Member_Management-Member_Login_name_and_Password|Member Login name and Password]] | [[Member_Management-Member_Login_name_and_Password|Member Login name and Password]] | ||
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[[Member_Management-Select_Basic_or_Enhanced_Listing|Select Basic or Enhanced Listing]] | [[Member_Management-Select_Basic_or_Enhanced_Listing|Select Basic or Enhanced Listing]] | ||
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[[Member_Management-Set_the_Redirect_Index|Set the Redirect Index]] | [[Member_Management-Set_the_Redirect_Index|Set the Redirect Index]] | ||
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[[Member_Management-Generate_Member_Info_Page_URL|Generate Member Info Page URL]] | [[Member_Management-Generate_Member_Info_Page_URL|Generate Member Info Page URL]] | ||
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[[Member_Management-Manage_Communication|Manage Communication]] | [[Member_Management-Manage_Communication|Manage Communication]] | ||
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[[Member_Management-Record_a_Phone_Call_or_Note|Record a Phone Call or Note]] | [[Member_Management-Record_a_Phone_Call_or_Note|Record a Phone Call or Note]] | ||
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[[Member_Management-Send_an_Email|Send an Email]] | [[Member_Management-Send_an_Email|Send an Email]] | ||
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[[Member_Management-Create_and_send_a_letter_or_fax|Create and send a letter or fax]] | [[Member_Management-Create_and_send_a_letter_or_fax|Create and send a letter or fax]] | ||
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[[Member_Management-Refer_a_member_using_eReferral|Refer a member using eReferral]] | [[Member_Management-Refer_a_member_using_eReferral|Refer a member using eReferral]] | ||
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[[Member_Management-What_is_an_eReferral_3f|What is an eReferral?]] | [[Member_Management-What_is_an_eReferral_3f|What is an eReferral?]] | ||
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[[Member_Management-Send_an_eReferral|Send an eReferral]] | [[Member_Management-Send_an_eReferral|Send an eReferral]] | ||
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[[Member_Management-Edit_eReferral_email_setup_options|Edit eReferral email setup options]] | [[Member_Management-Edit_eReferral_email_setup_options|Edit eReferral email setup options]] | ||
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[[Member_Management-Create_a_reminder|Create a reminder]] | [[Member_Management-Create_a_reminder|Create a reminder]] | ||
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[[Member_Management-Print_a_single_label|Print a single label]] | [[Member_Management-Print_a_single_label|Print a single label]] | ||
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[[Member_Management-Print_a_label(s)|Print a label(s)]] | [[Member_Management-Print_a_label(s)|Print a label(s)]] | ||
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[[Member_Management-Download_label_information|Download label information]] | [[Member_Management-Download_label_information|Download label information]] | ||
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[[Member_Management-Manage_Account_Information|Member_Management-Manage_Account_Information]] | [[Member_Management-Manage_Account_Information|Member_Management-Manage_Account_Information]] | ||
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[[Member_Management-Manage_Account_Information_2|Manage Account Information]] | [[Member_Management-Manage_Account_Information_2|Manage Account Information]] | ||
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[[Member_Management-Check_Current_Balance|Check Current Balance]] | [[Member_Management-Check_Current_Balance|Check Current Balance]] | ||
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[[Member_Management-Edit_Renewal_Month|Edit Renewal Month]] | [[Member_Management-Edit_Renewal_Month|Edit Renewal Month]] | ||
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[[Member_Management-Edit_Billing_contact_2|Edit Billing contact]] | [[Member_Management-Edit_Billing_contact_2|Edit Billing contact]] | ||
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[[Member_Management-Change_a_selected_rep_2|Member_Management-Change_a_selected_rep_2]] | [[Member_Management-Change_a_selected_rep_2|Member_Management-Change_a_selected_rep_2]] | ||
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[[Member_Management-Setup_automatic_recurring_credit_card_or_ACH_bil|Setup automatic recurring credit card or ACH billing]] | [[Member_Management-Setup_automatic_recurring_credit_card_or_ACH_bil|Setup automatic recurring credit card or ACH billing]] | ||
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[[Member_Management-Membership_Fees_and_Dues|Membership Fees and Dues]] | [[Member_Management-Membership_Fees_and_Dues|Membership Fees and Dues]] | ||
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[[Member_Management-Add_a_new_fee_or_due_to_a_member|Add a new fee or due to a member]] | [[Member_Management-Add_a_new_fee_or_due_to_a_member|Add a new fee or due to a member]] | ||
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[[Member_Management-Remove_or_Edit_a_fee_or_due_for_a_particular_mem|Remove or Edit a fee or due for a particular member]] | [[Member_Management-Remove_or_Edit_a_fee_or_due_for_a_particular_mem|Remove or Edit a fee or due for a particular member]] | ||
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[[Member_Management-Assign_Fee_with_Start_and_Stop_date_(Plus_editio|Assign Fee with Start and Stop date (Plus edition or greater only)]] | [[Member_Management-Assign_Fee_with_Start_and_Stop_date_(Plus_editio|Assign Fee with Start and Stop date (Plus edition or greater only)]] | ||
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[[Member_Management-Invoice_a_one-time_item|Invoice a one-time item]] | [[Member_Management-Invoice_a_one-time_item|Invoice a one-time item]] | ||
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[[Member_Management-Transaction_History|Transaction History]] | [[Member_Management-Transaction_History|Transaction History]] | ||
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[[Member_Management-Viewing_transaction_history_(QuickBooks_using_CQ|Viewing transaction history (QuickBooks using CQI)]] | [[Member_Management-Viewing_transaction_history_(QuickBooks_using_CQ|Viewing transaction history (QuickBooks using CQI)]] | ||
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[[Member_Management-Transaction_History_(integrated_Billing_only)|Transaction History (integrated Billing only)]] | [[Member_Management-Transaction_History_(integrated_Billing_only)|Transaction History (integrated Billing only)]] | ||
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[[Member_Management-View_Individual_Member_Stats|View Individual Member Stats]] | [[Member_Management-View_Individual_Member_Stats|View Individual Member Stats]] | ||
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[[Member_Management-Event_Activity|Event Activity]] | [[Member_Management-Event_Activity|Event Activity]] | ||
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[[Member_Management-Web_Hits_2fStatistics|Web Hits/Statistics]] | [[Member_Management-Web_Hits_2fStatistics|Web Hits/Statistics]] | ||
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[[Member_Management-Billing|Billing]] | [[Member_Management-Billing|Billing]] | ||
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[[Member_Management-Other_Individual_Member_Reports|Other Individual Member Reports]] | [[Member_Management-Other_Individual_Member_Reports|Other Individual Member Reports]] | ||
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[[Member_Management-Business_Categories_Deals_Jobs|Business Categories, Deals, Jobs]] | [[Member_Management-Business_Categories_Deals_Jobs|Business Categories, Deals, Jobs]] | ||
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[[Member_Management-Assign_Business_Categories_to_your_members|Assign Business Categories to your members]] | [[Member_Management-Assign_Business_Categories_to_your_members|Assign Business Categories to your members]] | ||
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[[Member_Management-Assign_attributes_to_a_category|Assign attributes to a category]] | [[Member_Management-Assign_attributes_to_a_category|Assign attributes to a category]] | ||
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[[Member_Management-Assign_Locations_to_your_member|Assign Locations to your member]] | [[Member_Management-Assign_Locations_to_your_member|Assign Locations to your member]] | ||
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[[Member_Management-Individual_Rep_Logins|Individual Rep Logins]] | [[Member_Management-Individual_Rep_Logins|Individual Rep Logins]] | ||
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[[Member_Management-Creating_Rep_Login_2fPassword|Creating Rep Login/Password]] | [[Member_Management-Creating_Rep_Login_2fPassword|Creating Rep Login/Password]] | ||
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[[Member_Management-Sending_a_mass_email_invitation_to_create_login|Sending a mass email invitation to create login account]] | [[Member_Management-Sending_a_mass_email_invitation_to_create_login|Sending a mass email invitation to create login account]] | ||
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[[Member_Management-Create_a_single_login_account|Create a single login account]] | [[Member_Management-Create_a_single_login_account|Create a single login account]] | ||
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[[Member_Management-Joined_Login_Names|Joined Login Names]] | [[Member_Management-Joined_Login_Names|Joined Login Names]] | ||
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[[Member_Management-Rep_Login_Permissions|Rep Login Permissions]] | [[Member_Management-Rep_Login_Permissions|Rep Login Permissions]] | ||
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[[Member_Management-Inherited_or_Custom_Permissions|Inherited or Custom Permissions]] | [[Member_Management-Inherited_or_Custom_Permissions|Inherited or Custom Permissions]] | ||
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[[Member_Management-Rep_Permissions|Rep Permissions]] | [[Member_Management-Rep_Permissions|Rep Permissions]] | ||
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[[Member_Management-Default_Permission_Sets|Default Permission Sets]] | [[Member_Management-Default_Permission_Sets|Default Permission Sets]] | ||
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[[Member_Management-Managing_Rep_Permission_Sets|Managing Rep Permission Sets]] | [[Member_Management-Managing_Rep_Permission_Sets|Managing Rep Permission Sets]] | ||
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[[Member_Management-Setting_Maximum_Permissions|Setting Maximum Permissions]] | [[Member_Management-Setting_Maximum_Permissions|Setting Maximum Permissions]] | ||
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[[Member_Management-Why_Individual_Rep_Logins|Why Individual Rep Logins]] | [[Member_Management-Why_Individual_Rep_Logins|Why Individual Rep Logins]] | ||
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[[Member_Management-Login_Error_Messages|Login Error Messages]] | [[Member_Management-Login_Error_Messages|Login Error Messages]] | ||
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[[Member_Management-Member_Management_FAQs|Member Management FAQs]] | [[Member_Management-Member_Management_FAQs|Member Management FAQs]] |
Revision as of 15:14, 17 April 2015
Accessing and navigating the Members module
How to Add, Drop, Merge Members
How to edit member contact information
Member Management-Change a selected rep
Change Assigned Business Category
Modify Assigned Association / Chamber Representative
Modify Member Login name and Password
Reinstate / Re-activate a member
Modify contact information for a rep
Print label for a representative
Set Default Web Display Options for Reps
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
Create and send a letter or fax
Refer a member using eReferral
Edit eReferral email setup options
Member Management-Manage Account Information
Member Management-Change a selected rep 2
Setup automatic recurring credit card or ACH billing
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)
Viewing transaction history (QuickBooks using CQI)
Transaction History (integrated Billing only)
Other Individual Member Reports
Business Categories, Deals, Jobs
Assign Business Categories to your members
Assign attributes to a category
Assign Locations to your member
Sending a mass email invitation to create login account