Angelica Chamely
Articles
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Breakdown of the Profile Selector Tabs
Table of Contents Overview Profile Info Billing Member Activity Affiliation Codes Categories Events Certifications Related Profiles Common Data Views My Data Views Advanced Form Submissions Over...
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Managing HTML Templates
Table of Contents Landing Page Adding a Template Copying a Template Editing a Template Deleting a Template Any number of templates can be created to control the look of communications and eve...
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View Member's Referrals for Past 12 Months
There are Web referrals that are recorded automatically when someone visits the member directory, and there are phone or walk-in referrals that may be documented using the Front Desk feature or op...
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Add Benefits to a Single Profile
Benefits can be added to any Member Profile manually, either individually or in bulk. These Member benefits can be configured and optimized using the Membership Level Management feature. To add ben...
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Managing Contact Records
Table of Contents Recent Contacts Panel Points of Contact Screen Adding a Contact Adding a Contact to the Profile Adding a Contact from Email Editing a Contact Viewing Analytics Deleting a Con...
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Creating and Managing an Online Join Form
Table of Contents Introduction Adding a Join Form Adding the Form Designing the Form Form Settings Previewing the Form Submissions Copying a Join Form Editing a Join Form Disabling or Enabling...
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Revenue Structure Overview
Table of Contents Organization of Revenue Module Managing Multiple Accounting Packages Transaction Progression MC Trade is built to be a complete accounts receivable system that integrates with...
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Managing Unapplied Payments
Unapplied Payments are used to record received payments that do not have a corresponding invoice. They may be a remainder amount from a check for too much, or an amount left over from a cancelled i...
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Creating and Managing Tasks
Table of Contents Task Search Page Finding a Task Adding a Task Completing a Task The Dashboard Adding a Task Editing, Completing, or Deleting a Task The Profile View Screen Adding a Task ...
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▷ About Membership Level Management
Membership Level Management tracks different levels and tiers within memberships and automatically updates certain data based on the member's level. This module is built to help manage tiered dues ...