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