Accessing and navigating the Members module

How to find your members’ information

Overview of Member module navigation

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To locate a member, click the drop-down arrow on the right side of the drop-down member list. See arrow in figure above.

1 – Displays name of currently selected member

2 – Click the left or right black arrow to move quickly from one member to the next.

3 – Indicates the record number of member that is currently displayed out of the total number of members that is viewable with the current filter selection

4 – Click filter options to choose which members should display in the Members drop-down list

5 – Click Find to locate a database entity by member name, representative, group, event or billing transaction (if using integrated Billing)

6 – Click Add to add a new member, rep, event, Hot Deal, eReferral, Info Request, MarketSpace item, or Job posting

7 – Displays your database name and unique database ID

8 – Login as member allows you as staff to impersonate that member to view and act on their behalf in the Member Information Center.

9 – Select a tab to view items unique to each member. See tab description below.

What is included on each tab

General: Basic member information, membership status, sales stage, join date, & custom fields

Reps: Basic member representative information, their personal web display options, & group participation, individual rep login permissions

Web: Member description and contact information that displays on the member information page, web participation level (basic or enhanced), member login name and password, web display attributes, member logo, photos and images.

Communication: Displays communication history for this member; ability to log a call, print a label, send email or send an eReferral. Task Reminders are scheduled here.

Account: Assign Billing rep and billing renewal month, account information, membership fees, view invoice and payment activity

Stats: Member reports for event activity, web hits, Hot Deal hits, Job Posting Hits, MarketSpace hits, A/R History, Member Benefit and Member Profile

Lodging: Optional lodging information including facility types, lodging amenities, and vacancies. Only available if Lodging module has been enabled. Contact support@micronetonline.com to determine your options in regards to the Lodging module.

Advanced Options: Business categories, location (if enabled), Hot Deals, job postings .Manage your members

Marketing – Allows banner advertisements to be loaded for a member that will appear at designated places on your website. See Marketing Package.

Files – Area to upload files and documents that should be associated with a member. This is member-specific storage of files. E.g. Upload a member contract or agreement for reference by your staff. See “Store member files on their record”.