Angelica Chamely
Articles
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My Tasks Dashboard
On the main Dashboard of MC Trade, all tasks currently open and assigned to your user profile will appear at the top of the page. If no tasks are assigned to your user profile, this table will not ...
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Importing a Profile
The Import Profiles tool will quickly add basic profile information to a database in bulk. This is an efficient way to upload the basics of multiple new profiles, or new information for existing pr...
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Task Reports Overview
This section of reports offers various reports that summarize tasks in MC Trade. This includes reports like all task listings, project status, and project budget vs actual. Task Listing: This repor...
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Using the Message Admin Tool
This article is part of a series. At the bottom is a link to the next article. To start with an overview, Click Here to return to the beginning of the series. Table of Contents Introduction View...
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Customizable Newsletter Templates
Formatting emails for consistent delivery across multiple email clients, such as Outlook, Gmail, Thunderbird, etc., renders messages in different ways. While one rule might work well in certain ema...
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Create and Manage Project Template Tasks
A Project Template is used for tasks or projects that often recur or repeat. To create a Project Template, Project Types first need to be created to sort these new Task Projects into categories. To...
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Event Reports Overview
This section of reports offers various Event Reports, such as event attendees by date range, top sponsors, and sponsorship history. Printable Calendar: This report summarizes all events within a ...
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Flag a Benefit as Used
Once Benefits are assigned to profiles, either through the Membership Level Management process or manually, those Benefits can be tracked through a process called Flagging. Benefits can be flagged ...
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Undrop Previously Dropped Members
If a member has been dropped and the membership needs to be renewed, the member can be "undropped" and their membership can be reinstated in full. if the member was dropped using the Drop Actions s...
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Approve Profile Change Requests
In the Members Only portal, Members can log in and submit changes to their current Profile information, such as general contact info, social media links, category listings and preferences, and more...