Account Basics

How Do I Access My Member's Information? By default your members are all stored in your "Members" folder. When you access your "Members" folder, you will see all your members listed in a business card format. Clicking on a card will bring up the member's account. How Do I See Information About My Members? From the member's profile, you can see several tabs at the top: * Profile - lets you view and edit your member's data/fields. * Membership Billing - is where you view and update the mem...

Timeline lets you see a member's history with your organization in one place. **What Can I Put In The Timeline?** You can enter notes, conversations, join dates, renewal dates, payments, donations, events, reminders and more. **How Do I Create Timeline Entries?** You can create Timeline entries in the member's account under the "Timeline" tab. Join dates are created automatically if the member signed up online. Renewal dates and membership payments are updated automatically when a me...

You can store additional contacts in a member's account - for example information about family members, additional business locations, or people within the business or organization. To add additional contacts just open the member's account, click on "Contact" tab and then click on the "Create New Contact" button. Allowing Members To Add / Edit Contacts Members can also add/edit contacts themselves when they login to manage their accounts, if the Manage Additional Contact box is available in the...