Angelica Chamely
Articles
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Overview of Revenue Codes
Revenue Codes are used to configure and modify the revenue module. Each code has its own function, and the codes will interconnect with the revenue software configured with MC Trade. These codes ca...
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Beginner's Guide to Section Overviews
MC Trade is a comprehensive membership management system providing access to many tools for acquiring and managing memberships. The following articles will provide a walkthrough of all the main sec...
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▷ Reports Menu Overview
Table of Contents Video Run a Report Query Tool Data Dictionary Manage Report Files The Reports section of MC Trade offers a variety of tools for searching the database. Whether to create a repo...
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▷ Events Overview
Table of Contents Video Select Events Create New Event Community Event Submissions Import Registrations The Events dropdown menu of MC Trade is a hub for setting up and maintaining events. It ho...
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Release Notes 25.17 - 06/05/2025
As part of our commitment to your success, we’re happy to announce several improvements to MC Trade to help you manage your organization more efficiently and effectively. We will roll out these cha...
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▷ Profile Module Overview
Table of Contents Video Select Profiles Profile Change Requests Front Desk Referrals Add a Member / Add a Prospect Drop Members Benefits Management Sales Opportunities Tasks Committees Contact Re...
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▷ Communication Overview
Table of Contents Video Send Email Message Admin CMS (Content Management System) MailChimp Sync Form Builder Manage Web Content Coupons News Articles Banner Ads Ecommerce Items Public Links The ...
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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...
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▷ Creating and Managing Events
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...
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Adding and Managing Certification Activity Sources
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...