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Getting Started

MemberSuite 101 - An Overview  watch

Target Audience: All users

This is a must-see tutorial for all MemberSuite newcomers. It goes over key concepts and provides a generalized introduction to MemberSuite.

The MemberSuite Portal - Seeing What Your Members See  watch

Target Audience: All users

This tutorial covers the basics of the portal, including how to access the portal, logging on as a member, and basic functions that a member can do.

Finding Your Data: An Overview of Search in MemberSuite  watch

Target Audience: Day-to-day users

This tutorial goes through all of the different ways to look up data in MemberSuite, and shows you how to create complex searches to pull just the data that you need. It's targetted to individuals who will use MemberSuite on a day-to-day basis to manage members.

CRM - Customer Relationship Management

MemberSuite CRM: Managing Individuals & Organizations  watch

Target Audience: Staff responsible for day-to-day record maintenance

This tutorial covers the basics of working with individuals & organizations in the CRM module.

Advanced Record Maintenance  watch

Target Audience: Staff responsible for day-to-day record maintenance

This tutorial goes over some of the batch activities you can do to keep information about contacts and organizations within your association "clean."

Membership

MemberSuite Member Management 101  watch

Target Audience: Membership directors and coordinating staff

This tutorial covers the basics concepts of membership management, and information you need to know to perform day-to-day member management tasks.

Membership Maintenance - Renewals & Drops  watch

Target Audience: Membership directors and coordinating staff

This tutorial covers steps necessary to "maintain" a healthy membership database, including membership renewals and drops.

Delegating to Your Leadership  watch

Target Audience: Membership directors and coordinating staff

This tutorial shows how to create chapter officer logins and give them privileges to manage their members through the portal.

Financial

MemberSuite Accounting 101  watch

Target Audience: Accountants and membership coordinators

In addition to discussing key financial concepts, this tutorial goes over the basic financial functions of MemberSuite - batches, invoices, payments, credits, and refunds.

MemberSuite Advanced Accounting  watch

Target Audience: Association CFOs and Comptrollers

This tutorial covers advanced accounting activities that more sophisticated users may need to peform.

Integrating MemberSuite with Your Accounting Software  watch

Target Audience: Association CFOs and Comptrollers

This tutorial covers the steps required to get MemberSuite information into your accounting software package.

Deferred Revenue Management  watch

Target Audience: Association CFOs and Comptrollers

This tutorial goes through deferred revenue recognition in MemberSuite, and how you can use it to help manage your day-to-day financial activities.

Events

MemberSuite Events 101  watch

Target Audience: Meeting planners and coordinating staff

This tutorial covers the basics of working with events & registrations.

Fundraising

MemberSuite Fundraising 101  watch

Target Audience: Development staff

This tutorial covers the basics functions of the MemberSuite Fundraising module.

Committees

MemberSuite Committees 101  watch

Target Audience: All users

This tutorial covers the basics of working with committees in MemberSuite.

Orders & Inventory Management

MemberSuite Orders 101  watch

Target Audience: All users

This tutorial covers the basics of working with orders in MemberSuite.

All About Inventories: Fulfillment & Shipping  watch

Target Audience: All users

This tutorial covers everything that happens from when a customer places an order for a "shippable" items until when you send it out of the door. It even discusses returns!

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