Angelica Chamely
Articles
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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 ...
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How to Print Mailing Labels
To print mailing labels for a specific set of profiles, go to: Reports > Run a Report > Profile Reports > Mailing Labels. There are several options for different groupings of profiles. Select the ...
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Online Join Form Overview
The Online Join Form is used to build a personalized, configurable form on your website where new members can enter their contact and membership information, submit payment, and instantly become me...
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▷ Overview of Contacts
MC Trade's Contacts feature tracks and manages relationships with all the organizations and Individuals in your network, and provides tools for sales efforts within those groups. The Contacts Modul...
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▷ Add a New Member
To enter a new member profile into the database, select the "New Profile" button in the upper right corner of the Dashboard, or select the Profiles menu > Add a Member from the main navigation.A ne...
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Search for Sales Opportunities
To search for any Sales Opportunities already registered in the database, go to Profiles > Sales Opportunities. All open Sales Opportunities are loaded into the search results by default, and the f...
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Creating and Managing Sales Opportunities
Table of Contents Adding a Sales Opportunity Searching for Sales Opportunities Editing a Sales Opportunity Deleting a Sales Opportunity Adding a Sales Opportunity Use the Profile search bar ...