Web Search

Manage your Members

Accessing and navigating the Members module

How to Add, Drop, Merge Members

Add New Member

Using Add Member button

Find a Member

Edit Member Information

How to edit member contact information

Edit Billing contact

Modify Billing Renewal Month

Change Assigned Business Category

Modify Assigned Association / Chamber Representative

Modify Created Date

Modify Established Date

Edit Fees and Dues

Edit File-by Name

Edit Join Date

Modify Member Login name and Password

Modify Member Representatives

Change Membership Status

Change Modified Date

Edit Web Display Information

Drop a Member

Reinstate / Re-activate a member

Merge Members

Custom Fields

Community Member

Manage Representatives

Add a New Rep

Modify contact information for a rep

Reassign Rep

Remove/Inactivate Rep

Add custom fields for a rep

Send email to rep(s)

Print label for a representative

Web Display Options for a rep

Set Default Web Display Options for Reps

Modify Group Participation

Impersonate a representative in the Member Information Center

Assign login permissions to a rep

Determine what rep info is seen in the Member Information Center

Manage Members’ Online Listing

Edit Member Public Displayed Contact Information

Edit Member Public Display attributes

Edit Member Public Description

Edit Member Public Photos and Images

Edit Member Search Results Map Information

Member Login name and Password

Select Basic or Enhanced Listing

Set the Redirect Index

Generate Member Info Page URL

Manage Communication

Record a Phone Call or Note

Send an Email

Create and send a letter or fax

Refer a member using eReferral

What is an eReferral?

Send an eReferral

Edit eReferral email setup options

Create a reminder

Print a single label

Print a label(s)

Download label information

Manage Account Information

Check Current Balance

Edit Renewal Month

Edit Billing contact

Setup automatic recurring credit card or ACH billing

Membership Fees and Dues

Add a new fee or due to a member

Remove or Edit a fee or due for a particular member

Assign Fee with Start and Stop date (Plus edition or greater only)

Invoice a one-time item

Transaction History

Viewing transaction history (QuickBooks using CQI)

Transaction History (integrated Billing only)

View Individual Member Stats

Event Activity

Web Hits/Statistics

Billing

Other Individual Member Reports

Business Categories, Deals, Jobs

Assign Business Categories to your members

Assign attributes to a category

Assign Locations to your member

Individual Rep Logins

Creating Rep Login/Password

Sending a mass email invitation to create login account

Create a single login account

Joined Login Names

Rep Login Permissions

Inherited or Custom Permissions

Rep Permissions

Default Permission Sets

Managing Rep Permission Sets

Setting Maximum Permissions

Why Individual Rep Logins

Member Management FAQs

I’m missing members in my drop-down list. Where did they go?

“This page is not available for the [Community Member] record. What does that mean?

How do I drop or inactivate a Member?

Will the software warn me if I try to create a duplicate member?

Does updating the member contact info automatically update my representative contact info?

What does the pushpin do?

How is the Contact Preference field used on the Reps tab?

What is the Greeting field used for?

Can I view history for each rep?

How do I specify who my featured members are?

Who can login to the Member Information Center? Can prospects, courtesy or non-members login?

Why can’t I view (see) my member/rep password?

How do I know what permissions my rep has?

Why is my member being asked to verify their identity when creating a login?

How do I invite my reps to create a login account and access the Member information Center?