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  1. MemberClicks Trade
  2. System Administration

System Administration

MC Trade has a large area of preferences you can set so that the software and the corresponding website components all work the way you need them.

Admin Overview

  • ★ Manage Codes Overview
  • ★ Admin Overview

Managing Users

  • Manage System Users
  • Manage and Set Up User Roles
  • Changing or Retrieving your MC Trade Password

Setting Preferences

  • ★ Configuring your Batch Drop Settings
  • Misc Settings for Web Components
  • Managing HTML Templates
  • Managing Billing Records at the Membership Level
  • Entity Domain Management
  • How To: Modify Submit An Event Form Recipient
  • See all 19 articles

Managing Profile Codes

  • Managing Entity Types
  • Add a Committee Affiliation Code
  • Managing Contact Types
  • Managing Custom Fields
  • Managing Relation Types
  • Manage Related Affiliation Codes
  • See all 11 articles

Managing Member Codes

  • Adding and Managing Certification Activity Sources
  • Adding and Managing Certification Types
  • Manage Sales Opportunity Probability Codes
  • Manage Sales Opportunity Lost Reasons
  • Manage Sales Opportunity Sources
  • Managing Member Activity Codes
  • See all 7 articles

Managing Task Codes

  • Manage Task Type Codes
  • Manage Project Type Codes

Imports

  • Prepare Excel Profile Data for Importing
  • Import Profiles into MC Trade
  • Import Tool Duplicate Checker

Best practices in System Administration

  • GDPR Compliance

Adminstrative Reports

  • Audit Trail Tracking
  • Unable to Run Reports (Error Message)

Troubleshooting

  • ★ Why Is My Display So Small?
  • How To Run a Trace Route
  • Clear Your Internet Browser Cache
  • Clear Cache on an iPad for Safari
  • Enable TLS 1.2 in Internet Explorer 11

Admin Articles for Desktop

  • Manage Committee Type Codes

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MC Trade Support Hours: Monday - Thursday: 9am - 7pm EST | Friday: 10:30am - 5pm EST

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