New Customer Check List

New Customer Check List
Welcome! Your data has been converted and brought into your database. Walk through the items below to get up and running quickly. Find this check list any time at http://education.chambermaster.com/help/wwhelp/wwhimpl/api.htm?context=getstart&topic=gs12 or by logging into your software. Click Help/Info and select Getting Started.
=Video, = PowerPoint, =more information
 
Prepare for using ChamberMaster / MemberZone (for all staff)
Take “Overview of ChamberMaster / MemberZone” webinar - or live webinars
Set browser software settings - Internet Explorer or Firefox or Google Chrome or Safari
Allow pop-ups for ChamberMaster / MemberZone
Review imported data (for administrator)
Spot check about 20 - 30 of your members. Look at all the tabs of information in the Members area to make sure everything was imported properly; i.e., General, Reps, Web, Communication, Account, etc.
If your billing history was imported, please make sure to look at the Account tab thoroughly to be sure all invoices and payments were imported properly
A few other areas of interest you may want to double check: Groups, Business Descriptions, Notes/Comments, Membership Fees, Custom Fields, Drop Dates and Reasons
Administrator Setup (for administrator)
Take “Administrator Training” webinar: or live webinars
Setup additional staff logins
Assign business category QuickLinks
Upload your logo
(Optional) Define/modify custom fields
(Optional) Customize Membership Types
Integrated Billing (for Finance/Administrator)
Take “Billing I: Getting Started” webinar:
Review or setup these items: your Chart of Accounts , Fee items , and Fee Assignments.
Select billing preferences and invoice template.
Take “Billing II: Day to Day Activities” webinar:
Learn how to create a batch of invoices
Credit Card Setup (optional; requires Plus edition or greater)
Schedule credit card setup with MicroNet support
 
Start Using it (for all staff)
Take “Member Management Basics” webinar or live webinars
Learn how to add a new member, find a member, and edit member info
 
Additional Optional Setup items