C-Level Topics

Create a New User

April 19, 2016 admin Leave a Comment

Go to Edit > Users
Click on the ‘New Users’ tab
Enter the email address of the new user and click on ‘Create New User’
Fill in a password under the user settings and click on
Click on the new user’s email address in the list
Click on the ‘User Info’ tab
Fill out the appropriate information:
Click on
Set any Access Priviledges

Company Options

April 18, 2016 admin Leave a Comment

How to get to the Company Options

Go to Edit > Preferences
Click on the ‘Company’ tab

The Company Tab

The company tab defines the data collected when creating a new organization.

User Defined Fields

These are the fieldnames of the textboxes in the ‘Other’ tab of an organization’s profile.

Taxes

These are the tax labels next to the field where you can enter an organization’s tax exempt number.

Tax Status

You can customize the drop down menu next to the tax exempt number tax box. Seperate the values by ‘~’.

Drop-Down Menu Options

You can customize the values in the drop-down menus for various datafields. Seperate the values by ‘~’.

In each person’s profile, their organizations are listed. The organization checked off in the list will be the address used when creating mailing labels. One of the organizations listed is ‘Home Address’. If this is checked off, a mailing label will be created using the home address.

In the C-level options you can globally check and un-check the ‘Home Address’ checkbox. This is done by clicking on the appropriate button.

Mailing Labels

April 18, 2016 admin Leave a Comment

Go to Tools > Mailing Labels
Set the Printer Settings (the following settings are for Internet Explorer)
1. Go to File > Page Setup
2. Enter the value ‘0.25’ for all margins
3. Click on ‘OK’
Select the Avery Label Number from the drop down menu. If label number that you need is not listed, please contact us and we may be able to add it.
Click
Select any groups of people. A label will be created for each person in the group.
Click
The mailing labels will appear
Load your printer with the appropriate label paper
Go to File > Print to print the labels

File Upload

April 18, 2016 admin Leave a Comment

Go to Tools > File Upload
The following screen will appear:Note: If the window does not appear, make sure you have pop-ups enabled.
Click on “Browse” and select a file to upload.
If the file should be uploaded to a sub-directory (e.g. “images”), enter it in the appropriate field.
Click on “Upload File”

Search Organizations

April 18, 2016 admin Leave a Comment

How to Search for an Organization:

Go to Database > Organization
Click on the ‘Organizations Search’ tab
Enter a name and click on
The search results will appear:
To view/edit an organization’s profile, click on the name of the organization.
To view a summary of the identity information of an organization, click on the ID number. The following pop-up will appear:

Browse Organizations

April 18, 2016 admin Leave a Comment

How to Browse Organizations: Go to Database > Organizations
Description:

To view an organization’s profile, click on its name
Organizations are listed alphabetically by name. Click on a letter to jump quickly to organizations starting with that letter.
Use the buttons move between lists of organizations.

Create a New Person

April 18, 2016 admin Leave a Comment

Go to Database > People
Click on the ‘Create New Person’ tab
Click on
Fill out the different fields of the profile:
To flip between tabs, click on the tab heading at the top of the screen:
To save the person, go to the ‘Identity Tab’ and click on

Search People

April 18, 2016 admin Leave a Comment

How to Get to Search for a Person:

Go to Database > People
Click on the ‘People Search’ tab
Enter a name and click on
The search results will appear:
To view/edit a person’s profile, click on the name of the person.
To view a summary of the identity and organization information about a person, click on the ID number. The following pop-up will appear:

Browse People

April 18, 2016 admin Leave a Comment

Database > People > Browse

How to Browse People: Go to Database > People
Description:

To view a person’s profile, click on his/her name
People are organized by last name. Click on a letter to jump quickly to last names starting with that letter.
Use the buttons to move between lists of people.

Consolidate Organizations

April 18, 2016 admin Leave a Comment

Go to Database > Consolidate > Equivalent Organizations
A screen with a list of possible duplicates appears:
The first record is the master record. Any other records are merged into the first record. For each possible match, you have two options, exclude and merge.Exclude a Record:
1. If you believe that the record is not the same organization as the master record, click on
2. The following message box will appear, click ‘OK’:
Merge Records:
1. 1. If you believe that a series of records are the same organization, click on
  2. A screen will appear where you may review and change any values to be merged.
Note:
1. If you disagree with any values in the merge, make any changes in the right-side column.
2. Click on
3. The following message box will appear, click ‘OK’:

Consolidate People

April 18, 2016 admin Leave a Comment

Go to Database > Consolidate > Equivalent People
A screen with a list of possible duplicates appears:
The first record is the master record. Any other records are merged into the first record. For each possible match, you have two options, exclude and merge.Exclude a Record:
1. If you believe that the record is not the same person as the master record, click on
2. The following message box will appear, click ‘OK’:
Merge Records:
1. 1. If you believe that a series of records are the same person, click on
  2. A screen will appear where you may review and change any values to be merged.
Note:
1. If you disagree with any values in the merge, make any changes in the right-side column.
2. Click on
3. The following message box will appear, click ‘OK’:

Common Links

April 18, 2016 admin Leave a Comment

Common links are links that appear in multiple people’s profiles. Common Links can be made to appear when a person logs into the portal. For example, they can be used to link to an announcements page, or a registration form in an M-level.

How to Setup a Common Link:

1. Go to Edit > Common Links
2. If common links already exist, click on the ‘Create New Link’ tab
3. Click on
4. Enter the following information:

Link Description	The clickable text of the link.
Link To…	Enter the address, e.g. the address of Step 2 of an M-level event. You may alternatively link to a person by entering the ID number of the person in the appropriate box.
Link Appears For	You may select ‘All People’ or one of the custom tabs. If you select a tab name, the people who have that tab enabled will be able to see the link. For example, if a ‘Members’ tab exists to hold membership information, you may want to link to a waiver form or a registration form.
Link Visible in Portal?	If you select ‘Yes’, when a person logs into the portal they will be able to see the link, otherwise it will only appear in their profile in the database.

Click on

Delete a Category

April 18, 2016 admin Leave a Comment

Go to Edit > Categories
Select the category and click on
The following prompt will appear, click on ‘OK’

View/Remove Category Members

April 18, 2016 admin Leave a Comment

Go to Tools > Categories
Select the category and click on
The following screen will appear with a list of all members in the category
To remove people from the category:
1. Check off the ‘remove’ checkbox for each person to remove
2. Click on

Add People to a Category

April 18, 2016 admin Leave a Comment

Go to Database > People
Open the Profile of the Person to add to the Category. You can do this in two ways:
- Browse by last name and click on the person
- Search for the person and click on the person
Click on the ‘Categories’ tab
Click on the text ‘Click here to Modify Personal Categories’
Check off the box next the the category name
Click on

Create a New Category

April 18, 2016 admin Leave a Comment

Categories can be used to group people stored in the database. Categories can be called on by the mailing labels program and the bulk email sender.

How to Create a New Category

Go to Edit > Categories
If other categories exist, click on
Click on
Enter the name of the new catergory (the other fields are currently disabled in the system)
Click on

Run Update Command on Successful Transactions?	If ‘Yes’ is selected, the data will be updated as specificified in the next two options.
Update ‘People’ Data from Merchant Accounts?	If ‘Yes’ is selected, when the data in the M-level is updated, the information will also be updated in the C-level. If a new person is added to the M-level, the same person will be added to the C-level.
Update Registration Data from Merchant Accounts?	If ‘Yes’ is selected, when a registrant registers their people data is updated and this data is also updated in the C-level.

MID	The Merchant ID number
Merchant Enabled	Must be set to ‘Yes’ for test and live modes, ‘No’ site is retired if you would like to temporarily take the pages down. All transactions will be declined in this setting.
Merchant Name/Email/Company Name	This is the data that was entered in the M-level. You may edit it here.

Failed Login Attempts	You may set the number of times someone may attempt to login before they are locked out.
Retired	Default to ‘No’. This is usually set to ‘Yes’ when the account is no longer used. When an account is retired, transactions cannot be processed and the account will be listed/classed as a ‘retired’ M-account.
DirectFeed	If Direct Feed is enabled, select ‘Yes’. Otherwise select ‘No’.
Testmode	The Testmode may be changed in the C-level or the M-level.
Update Clevel	If the update command is enabled in the general update options, you may disable a specific M-level from updating information by selecting ‘No’.