Member Management
Manage member data in a way that "Just Works."
Create a New Company or Person
Membership Information Fields on a Member's Record
Change a Person's Parent Member
Remove a Person from a Company
Create a User Account from the Admin
Updating a Person's Email Address: Professional Contact Info vs User Account
Dues Paying Member
Convert a Non-Member, Prospect, or Expired Member to a Current Member
Convert Member to Prospect
Add a New Staff Person as an Admin
Granting Users Full, Limited, or Page Editor Admin Access To Your Novi Database
Company Billing Contacts in Novi AMS
Attach One Person as the Primary or Billing Contact for Multiple Related Companies
Notification Email Sent to Individuals with Management Access When a New Account is Created
How New Members Can Join & Signup For Membership
Impersonating Frontend Users
Continuing Education Reporting
Unstructured Parent Company Data
Download Member Contact Information to Your Address Book
Set a Child Record to Inherit its Parent's Address
Allow Individuals to Change their Parent Company
"Allow Non-Member Account Sign-Up" Option
Attach One Person to Multiple Unrelated Companies
How To Anonymize A Record
Deep Dive: Membership Status Types in Novi AMS
Deep Dive: Customize Your Member Fields Data and Display
Deep Dive: Sum the Values of Custom Fields for a Parent Record
Deep Dive: Acceptable Characters for Member Names
Deep Dive: Validating Mailing Addresses
Continuing Education in Novi
File Upload Custom Field Types
Overview of Member Type Categories
Create a New Member Type
Member Type Settings
Enable and Edit the Pending Membership and New Member Welcome Emails
Allow Members to Remove Optional Dues Items
Require Approval for New Memberships
Member Benefits Flow
Default Billable Party for Dues
Member Types that Limit Company Member Benefits to Certain Individual Members
Grant Member Benefits to Association Staff & Other Partners Not Expected to Pay Dues
Membership Auto-Renewals
Limiting Member Type Renewals
Auto-Renewals, Drops & Grace Periods... oh my!
Defining "New Member" vs "Existing Member"
Multi-Year Initial Terms
Auto-Pay For Membership Renewals
Setting Up Dues Rules
Connecting Dues Rules to QuickBooks Items and Marking as Active
Transaction Dates & Payment Terms on Dues Invoices
Draft Dues Rules
Reinstatement Fees
Optional Dues Rules & Product Add Ons for Dues Invoices
Tips for Collecting On & Handling Open Dues Invoices
How to Email Dues Invoices from Novi AMS
Create a Manual Dues Invoice
Recalculate and Update Open Dues Invoice
Update Dues Rules for Next Membership Term
How to Drop Members
Find a List of Dropped Members
Company Membership with Seat-Based Dues: Admin Workflow on the Backend
Member-Initiated Renewals from the Member Compass
Enable or Disable Auto-Renew for a Specific Member
Adjusting Calendar Renewal Expiration Dates
Deep Dive: Understanding Member Expiration Dates & Outstanding Dues Invoices
Create a Month-to-Month Membership Option for Members
Advanced: Create Free Memberships that Auto-Renew Indefinitely
Tracking Paid Renewals in Novi
Address Cleanup Tool
QuickBooks Analyzer Tool
Merge Members in QuickBooks
Merge Members in Novi AMS
How To Process Deleted Customers in the "QuickBooks Merges" List
Deep Dive: Merge Member Records that Inherit Their Parents' Addresses
Deactivate or Reactivate a Member Record
International Addresses
Send a Census to Verify Profile Details or Staff Rosters
A Guide to the Member Directory
Creating Online Directories in Novi
Adding Content To Your Online Member Directories
Using Novi's Ecommerce Platform to Monetize Your Member Directory
Cheat Sheet: Member Directory Privacy and Data Protection
Member Directory Contact Form
Remove a Single Member from the Member Directory
Feature Members in the Member Directory
Member Directory Profile Galleries
Unique URLs in Directories, Leadership Roles, and Event Contacts
Create Member-to-Member Discounts and Special Offers
Add Custom Filters to Directory Search
Changing the Order of Custom Directory Filters
Using Groups & Committees as a Filter in the Member Directory
Member Directory Search Bar & Keywords
Difference Between Backend Members List Search & Frontend Directory Search
Email Addresses Behind reCAPTCHA in Public Member Directories
Deep Dive: Data Harvesting & Website Scraping
Editing Customer Records At The Same Time As Someone Else
Granting Management Access to People Under Companies
How To Change Company Records to People & People Records to Companies
Error Message: Employee has the Same Name as a Customer
Converting QuickBooks Customer Records into People & Companies in Novi AMS
Strange Data in the Member Record's Shipping County Drop Down Menu
Advanced: Update Member Types and Membership Expiration Dates in Bulk
Salesforce.com: A Case Study for Why Database Scripts Take Time
Where did my data go in Novi?