Angelica Chamely
Articles
-
▷ Managing Related Profiles
Table of Contents Introduction Primary Relationships Panel Relationships Screen Adding a Relationship Relating an Existing Profile Relating a New Profile Editing a Relationship Deleting a R...
-
▷ Drop Members in a Batch
Member Profiles can be dropped from their membership individually or in larger batches using the Drop Members tool. Settings can be configured to base these drops on Unpaid Dues (or other invoices)...
-
Manage Project Type Codes
Project Types and Project Templates can be used to manage large lists of tasks or projects that are assigned to multiple users, or multiple tasks assigned to one user. A Project Template is essenti...
-
Create a Contact Manually
In MC Trade, Contacts are moments of interaction: an onsite visit, an email, a phone call, etc. By recording every interaction with a member, MC Trade accurately represents the relationship and his...
-
Import Profiles into MC Trade
This article is second in a series. Click Here to learn how to download the Excel data template and fill it out correctly.The Import Profiles tool can be used both for uploading new profiles in bul...
-
Member Reports Overview
The Member Reports section provides various reports related to member profiles, such as directory listing summaries, member annual billing, or member join summary. There are categories for engageme...
-
Setting a Profile to Receive Communication for Member
Table of Contents Setting a Related Profile Relating and Setting an Existing Profile Relating and Setting a New Profile In the Primary Relationships panel of the member's profile (in the Profile...
-
Breakdown of the Profile Selector Tabs
Table of Contents Overview Profile Info Billing Member Activity Affiliation Codes Categories Events Certifications Related Profiles Common Data Views My Data Views Advanced Form Submissions Over...
-
Managing HTML Templates
Table of Contents Landing Page Adding a Template Copying a Template Editing a Template Deleting a Template Any number of templates can be created to control the look of communications and eve...
-
View Member's Referrals for Past 12 Months
There are Web referrals that are recorded automatically when someone visits the member directory, and there are phone or walk-in referrals that may be documented using the Front Desk feature or op...