TCA 2015 New Site Features - Revision history

Admin: /* Managing Discount Codes for Join Form */

2016-10-12T20:00:32Z

‎Managing Discount Codes for Join Form

2016-10-12T19:59:11Z

‎Managing Discount Codes for Join Form

2016-10-12T19:58:56Z

‎Setting Up Pricing for Different Division Types

2016-10-12T19:58:45Z

‎Setting Up Pricing for Different Member Types

2016-04-28T13:19:42Z

‎Entering Payments when Payment is Less than Invoice Amount

2016-04-28T13:18:55Z

‎Entering Payments when Payment is Less than Invoice Amount

2016-04-28T13:18:26Z

2016-04-26T17:01:16Z

‎Managing Discount Codes for Join Form

2016-04-19T17:43:31Z

2016-03-30T14:06:46Z

@@ Line 35: / Line 35: @@
 To set the ADMIN CODE:
-*Login and click ADMIN, MANAGE ADD-ONS, TCA 2015 MEMBERSHIP APPLICATION, TCA 2016 MEMBERSHIP APPLICATION SETTINGS.
+*Login and click ADMIN, MANAGE ADD-ONS, TCA 2016 MEMBERSHIP APPLICATION, TCA 2016 MEMBERSHIP APPLICATION SETTINGS.
 *In the JOIN FORM DISCOUNT tab you will see the JOIN FORM PASSWORD, where you will enter the code you wish to use for this feature.
 *Click OK to save changes.

@@ Line 35: / Line 35: @@
 To set the ADMIN CODE:
-*Login and click ADMIN, MANAGE ADD-ONS, TCA 2015 MEMBERSHIP APPLICATION, TCA 2015 MEMBERSHIP APPLICATION SETTINGS.
+*Login and click ADMIN, MANAGE ADD-ONS, TCA 2015 MEMBERSHIP APPLICATION, TCA 2016 MEMBERSHIP APPLICATION SETTINGS.
 *In the JOIN FORM DISCOUNT tab you will see the JOIN FORM PASSWORD, where you will enter the code you wish to use for this feature.
 *Click OK to save changes.

@@ Line 14: / Line 14: @@
 '''FOR HIRE CARRIERS''' <br />
-To edit pricing, login and click on ADMIN, Manage Add-Ons and then TCA 2015 Membership Application. <br />
+To edit pricing, login and click on ADMIN, Manage Add-Ons and then TCA 2016 Membership Application. <br />
 Next, click on the type of dues you are interested in: <br />

@@ Line 1: / Line 1: @@
 ==Setting Up Pricing for Different Member Types==
-To edit pricing, login and click on ADMIN, Manage Add-Ons and then TCA 2015 Membership Application. <br />
+To edit pricing, login and click on ADMIN, Manage Add-Ons and then TCA 2016 Membership Application. <br />
 Next, click on the type of dues you are interested in: <br />

@@ Line 65: / Line 65: @@
 #Check the box for CREATE A DEPOSIT.
 #Enter the cc or check information and click PROCESS PAYMENT. '''DO NOT CLICK ON THE INVOICE.'''
-#Next month you will also create a deposit following the instructions above.
+#Next month you will also create a deposit following the instructions above. Continue this process each month until your deposits equal the invoice amount.
 '''When the amount of the deposits equals the invoice amount:''' <br />

@@ Line 58: / Line 58: @@
 *Open Deck Division Membership
 *Independent Contractor Division Membership
 ==Uploading presentations from meeting sessions==

@@ Line 32: / Line 32: @@
 You can give new members a discount on their dues, if, for example, they attended a meeting within 30 days of joining and you want to refund them the difference between member and non-member meeting prices.
-To activate the discount screen, you will type in the required code in the ADMIN CODE field. When you put in the correct code, choose a carrier type and click CONTINUE, you will be taken to a screen where you can enter the dollar amount of the discount you want to provide. If someone enters the incorrect code or no code, they skip this screen and go directly to the first screen of the join form.
+To activate the discount screen on the join form, you will type in the required code in the ADMIN CODE field located after the Membership Type selection. When you put in the correct code, choose a carrier type and click CONTINUE, you will be taken to a screen where you can enter the dollar amount of the discount you want to provide. If someone enters the incorrect code or no code, they skip this screen and go directly to the first screen of the join form.
 To set the ADMIN CODE:

← Older revision		Revision as of 17:43, 19 April 2016
Line 270:		Line 270:
	*In the field "ACTION FOR FIELD VALUE", choose either KEEP CURRENT VALUE, USE MERGED CO. VALUE or USE MERGED CO. VALUE IF EMPTY.		*In the field "ACTION FOR FIELD VALUE", choose either KEEP CURRENT VALUE, USE MERGED CO. VALUE or USE MERGED CO. VALUE IF EMPTY.
	*Click PROCESS to complete the merger of the two organizations, which will change fields of the still active organization as specified and will make the merged organization record inactive.		*Click PROCESS to complete the merger of the two organizations, which will change fields of the still active organization as specified and will make the merged organization record inactive.
		+
		+	==Marking Deceased and Retired Person Records==
		+	*Uncheck the Active Box
		+	*Replace their email address with the word “Deceased” or “Retired”
		+	*In the Departure Reason drop down select either “Deceased” or No Longer with Company for “Retired”
		+	*Uncheck “Allow Group E-mails”

← Older revision		Revision as of 14:06, 30 March 2016
Line 28:		Line 28:

	Next, click on TCA Membership Types Rules and find the rule for the membership type and division. Open the record, change the amount and click OK to save.		Next, click on TCA Membership Types Rules and find the rule for the membership type and division. Open the record, change the amount and click OK to save.
		+
		+	==Managing Discount Codes for Join Form==
		+	You can give new members a discount on their dues, if, for example, they attended a meeting within 30 days of joining and you want to refund them the difference between member and non-member meeting prices.
		+
		+	To activate the discount screen, you will type in the required code in the ADMIN CODE field. When you put in the correct code, choose a carrier type and click CONTINUE, you will be taken to a screen where you can enter the dollar amount of the discount you want to provide. If someone enters the incorrect code or no code, they skip this screen and go directly to the first screen of the join form.
		+
		+	To set the ADMIN CODE:
		+	*Login and click ADMIN, MANAGE ADD-ONS, TCA 2015 MEMBERSHIP APPLICATION, TCA 2015 MEMBERSHIP APPLICATION SETTINGS.
		+	*In the JOIN FORM DISCOUNT tab you will see the JOIN FORM PASSWORD, where you will enter the code you wish to use for this feature.
		+	*Click OK to save changes.

	==Creating Manual Invoices for Dues Items==		==Creating Manual Invoices for Dues Items==