Angelica Chamely
Articles
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▷ Using the Profile Selector Grid
This article is part of a series. Click Here to learn the basics of the Profile Selector. Table of Contents The Grid Accessing a Profile Customizing the Grid Resetting the Grid Performing Glob...
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Manually Record a Referral for a Member
If a referral needs to be recorded automatically, whether it be because the Online Business Directory did not register the referral, referrals can be recorded manually for both individual profiles ...
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▷ 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...
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▷ 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)...
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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...