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Chamber Software - Membership Management SoftwareMembership Management Software

v10 - Managing Contacts - The Basics

Tuesday, April 25, 2017 (10:00 AM - 11:30 AM)
Event Details

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: 

  • 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
Additional Information
Event Contact:
Cheri Petterson
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