Angelica Chamely
Articles
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Creating and Managing Banner Ads for Directory and Other Components
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...
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Overview of the 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...
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Profile Screen Overview
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...
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Reports Module Overview
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...
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Dashboard Overview
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...
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Understanding Referral Tracking
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...
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Overview of Profile 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...
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Benefits Management Overview
Benefits can range from basic benefits offered to individual members to complex Tiered Dues Membership Level structures. MC Trade's Benefits Management feature helps to organize and utilize this la...
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Add Members to a Committee
There are three different ways to add a committee member: Add each Committee Member by Name Add a Group of Committee Members in Bulk Add each Committee Member from the Profile View Screen Add Each ...
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Manage Task Type Codes
Task Types are categories used to organize tasks. These Task Types can be used to sort generic tasks, or can be used to create more detailed categories to better organize and archive tasks. Follow ...