Member Management Table of Contents
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Index
"Member Management" Table of Contents
Manage your Members
Accessing and navigating the Members module
How to Add, Drop, Merge Members
Add New Member
Using Add Member button
Find a Member
Edit Member Information
How to edit member contact information
Edit Billing contact
Member Management-Change a selected rep
Modify Billing Renewal Month
Change Assigned Business Category
Modify Assigned Association / Chamber Representative
Modify Created Date
Modify Established Date
Edit Fees and Dues
Edit File-by Name
Edit Join Date
Modify Member Login name and Password
Modify Member Representatives
Change Membership Status
Change Modified Date
Edit Web Display Information
Drop a Member
Reinstate / Re-activate a member
Merge Members
Custom Fields
Community Member
Manage Representatives
Add a New Rep
Modify contact information for a rep
Reassign Rep
Remove/Inactivate Rep
Add custom fields for a rep
Send email to rep(s)
Print label for a representative
Web Display Options for a rep
Set Default Web Display Options for Reps
Modify Group Participation
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
Set the Redirect Index
Generate Member Info Page URL
Manage Communication
Record a Phone Call or Note
Send an Email
Create and send a letter or fax
Refer a member using eReferral
What is an eReferral?
Send an eReferral
Edit eReferral email setup options
Create a reminder
Print a single label
Print a label(s)
Download label information
Member Management-Manage Account Information
Manage Account Information
Check Current Balance
Edit Renewal Month
Edit Billing contact
Member Management-Change a selected rep 2
Setup automatic recurring credit card or ACH billing
Membership Fees and Dues
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)
Invoice a one-time item
Transaction History
Viewing transaction history (QuickBooks using CQI)
Transaction History (integrated Billing only)
View Individual Member Stats
Event Activity
Web Hits/Statistics
Billing
Other Individual Member Reports
Business Categories, Deals, Jobs
Assign Business Categories to your members
Assign attributes to a category
Assign Locations to your member
Individual Rep Logins
Creating Rep Login/Password
Sending a mass email invitation to create login account
Create a single login account
Joined Login Names
Rep Login Permissions
Inherited or Custom Permissions
Rep Permissions
Default Permission Sets
Managing Rep Permission Sets
Setting Maximum Permissions
Why Individual Rep Logins
Login Error Messages
Member Management FAQs
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