Angelica Chamely
Articles
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Additional Email Settings
This article is part of a series. At the bottom is a link to the next article. Click Here to view the article that comes before this one. Table of Contents Message Tab Formatting Bar Add Image E...
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Changing the Profile Selector Columns
Table of Contents Adding a Field Removing a Field Changing the Order of Fields By default, the Profile Selector grid includes: Profile Name, Related Org/Main Contact, Membership Level, Email Add...
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Renew Member Benefits Manually
Table of Contents Introduction Renew Benefits for a Single Profile Renew Benefits for Multiple Profiles IntroductionBenefits can be set to renew automatically on an annual basis when dues have b...
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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 ...