v10 - Managing Contacts - The Basics
Friday, April 14, 2017 (1:00 PM - 2:30 PM) (CDT)
Description
Acquiring and managing contacts is made easy with MemberZone. In this session, participants will learn the basics of setting up and managing their contacts.
Pre-requisite: v10 MemberZone Solution Overview, v10 Getting Started with MemberZone – the Basics
Agenda:
- Getting Started:
- Custom Fields
- Lists & Committees
- Contact Categories
- Contact management module
- Adding new contacts
- Managing status, account number, tags
- Updating information Add/Update/Delete Contact
- InfoHub access
- Contact Reports
Event Contact
Cheri Petterson
Cheri Petterson
Friday, April 14, 2017 (1:00 PM - 2:30 PM)
(CDT)
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