Angelica Chamely
Articles
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Inactivate a Committee Member
Table of Contents: Automatically Inactivate a Member Manually Inactivate a Member Manually Inactivate Multiple Members Change the Date Inactive Automatically Inactivate a MemberCommittees can be...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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Add Benefits to a Single Profile
Benefits can be added to any Member Profile manually, either individually or in bulk. These Member benefits can be configured and optimized using the Membership Level Management feature. To add ben...