Angelica Chamely
Articles
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Data Views: Breaking Down the Query Tool
This article is part of a series. To learn the basics of the Query Tool, Click Here to return to the beginning of the series. Query tool data views are the primary filter category used to create qu...
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Release Note 25.22 - 08.28.25
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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Overview of Form Builder
Video Tutorial The Form Builder is a tool found in the Web Components menu of MC Trade used to create forms for collecting various types of data, as well as for creating and managing membership pro...
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Release Note 25.21 - 08.15.25
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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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...