Angelica Chamely
Articles
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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...
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Managing Contact Records
Table of Contents Recent Contacts Panel Points of Contact Screen Adding a Contact Adding a Contact to the Profile Adding a Contact from Email Editing a Contact Viewing Analytics Deleting a Con...
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Creating and Managing an Online Join Form
Table of Contents Introduction Adding a Join Form Adding the Form Designing the Form Form Settings Previewing the Form Submissions Copying a Join Form Editing a Join Form Disabling or Enabling...
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Revenue Structure Overview
Table of Contents Organization of Revenue Module Managing Multiple Accounting Packages Transaction Progression MC Trade is built to be a complete accounts receivable system that integrates with...
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Creating and Managing Tasks
Table of Contents Task Search Page Finding a Task Adding a Task Completing a Task The Dashboard Adding a Task Editing, Completing, or Deleting a Task The Profile View Screen Adding a Task ...
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▷ About Membership Level Management
Membership Level Management tracks different levels and tiers within memberships and automatically updates certain data based on the member's level. This module is built to help manage tiered dues ...
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Referral Report Overview
The Referral Reports section provides various reports that summarize referral data, such as referrals by date, top categories, and successful directory searches. Executive Summary: This report prov...
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Viewing Message History and Analytics
This article is part of a series. At the bottom is a link to the next article. Click Here to view the article that comes before this one. Message History Every email is archived and available in ...
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Adding Search Fields in the Profile Selector
Table of Contents Breakdown of Operators Multiple Search Fields Breakdown of OperatorsWhen adding a search field, there is an operator to show the relationship between the search field and the v...
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Create a Member's Listing for your Online Directory
Creating a new member listing for the online directory can be done simply by editing the profile and selecting the Listing tab. Basic member listings are easy to create, but there are many advanced...