Avatar

Angelica Chamely

  • Total activity 172
  • Last activity
  • Member since
  • Following 0 users
  • Followed by 1 user
  • Votes 0
  • Subscriptions 38
Follow

Articles

Recent activity by Angelica Chamely
Sort by recent activity Recent activity Votes

  • Admin Overview

    1. System Administration
    2. Admin Overview

    Table of Contents Video Manage System Users Manage Codes Global Settings Restore Profile Merge Profiles Import Profiles Import Invoices Batch Drop Settings Member Drop Actions Membership Level Ma...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes

  • ▷ Creating and Managing Events

    1. Events
    2. Event Setup

    Table of Contents Video Tutorials Finding an Event Creating an Event Event Dashboard Status Goal Tracking Event Items Editing an Event Deleting an Event Video TutorialsManaging Events:Creating a...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes

  • Adding and Managing Certification Activity Sources

    1. System Administration
    2. Managing Member Codes

    In order to add CEUs to a profile manually instead of through Event Registration, certification Activity Sources must first be configured. To configure these settings and add certification activity...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes

  • Creating and Managing Banner Ads for Directory and Other Components

    1. Website Components
    2. Banner Ads and Scrollers

    Table of Contents Types of Banners Adding a Banner Ad  Editing a Banner Ad Deleting a Banner Ad Generating Embed Code Banner ads are images that can appear on any webpage of the MC Trade websit...

    • Edited
    • 3 followers
    • 0 comments
    • 0 votes

  • Overview of the Profile Selector

    1. Profiles and Members
    2. Profile Selector

    Table of Contents The Search Fields The Workflow The Interface Quick Search Tabs/Search Fields Profile Name Field Data Grid Results The Search FieldsThe Profile Selector can be accessed by se...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes

  • Profile Screen Overview

    1. Profiles and Members
    2. Profiles

    Table of Contents Purpose of a Profile Parts of a Profile Types and Classifications Opening a Profile Purpose of a Profile Profiles are the heart of MC Trade. Nearly every feature pulls informa...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes

  • Reports Module Overview

    1. Reports
    2. Running and Sharing Reports

    Table of Contents Overview Parameters View Format Filters Troubleshooting Overview The Reports module can be found by going to Reports > Run a Report. MC Trade's report engine features 238 st...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes

  • Dashboard Overview

    1. Reports
    2. Dashboard

    Table of Contents Video Membership Upcoming Events Finance My Reports Hide/Show Sections The MC Trade Dashboard contains several elements: Profile Quick Search (begin typing the name or Profile...

    • Edited
    • 4 followers
    • 0 comments
    • 1 vote

  • Understanding Referral Tracking

    1. Profiles and Members
    2. Referrals

    MC Trade offers users the option to advertise their business and services on your website. It tracks advertisement performance and counts clicks and engagement to track which ads are performing bet...

    • Edited
    • 2 followers
    • 0 comments
    • 0 votes

  • Overview of Profile Relationships

    1. Profiles and Members
    2. Relationships

    Relating profiles in MC Trade allows them to be connected through employment, ownership, or relationship status. There are many benefits to relating profiles to one another. For example, an Organiz...

    • Edited
    • 2 followers
    • 0 comments
    • 0 votes