Member Management

Getting Started: A Guide To Members in Novi AMS

Written by Jenn Norman, CAE
Updated over a week ago

Create a New Company or Person

Create a new customer/member record in the Novi admin.

Written by Melisa Smith
Updated over a week ago

Membership Information Fields on a Member's Record

Learn what each of these membership fields means and how it could affect your data

Written by Jenn Norman, CAE
Updated over a week ago

Change a Person's Parent Company

Learn how to update a record in Novi when someone moves to a new company or is no longer employed.

Written by Melanie Dupont
Updated over a week ago

Remove a Person from a Company

Learn how to remove a person's record from their parent company in Novi.

Written by Pete Zimek, CAE
Updated over a week ago

Attach One Person to Multiple Unrelated Companies

Learn how to link one person to multiple companies that are not in the same family tree.

Written by Melanie Dupont
Updated over a week ago

Create a User Account from the Admin

Learn how to create a user account for a single record on the backend.

Written by Pete Zimek, CAE
Updated over a week ago

Updating a Person's Email Address: Professional Contact Info vs User Account

Learn the difference between a person's contact email address and their user account email, and how to update both.

Written by Melanie Dupont
Updated over a week ago

Dues Paying Member

Understanding which customer/member records are setup to pay dues and which records are not.

Written by Pete Zimek, CAE
Updated over a week ago

Convert a Non-Member, Prospect, or Expired Member to a Current Member

Learn how to convert a record in your database into a member in good standing.

Written by Jenn Norman, CAE
Updated over a week ago

Convert Member to Prospect

Learn how to convert expired members to prospects, removing their membership since & expiration dates.

Written by Pete Zimek, CAE
Updated over a week ago

Add a New Staff Person as an Admin

Learn how to add a new staff person as a full admin or limited admin.

Written by Pete Zimek, CAE
Updated over a week ago

Granting Users Full, Limited, or Page Editor Admin Access To Your Novi Database

How to make people admins for your organization, assign editing privileges to non-members, and view a list of all admins.

Written by Pete Zimek, CAE
Updated over a week ago

Company Billing Contacts in Novi AMS

Learn more about Billing Contacts and how to add them to a company's record in Novi.

Written by Melisa Smith
Updated over a week ago

Attach One Person as the Primary or Billing Contact for Multiple Related Companies

Learn how to make one person the Primary or Billing Contact for multiple companies in the same family tree.

Written by Melisa Smith
Updated over a week ago

Notification Email Sent to Individuals with Management Access When a New Account is Created

When a new user account is created under an organization, an automatic email is sent to the Primary Contact & those with Management Access.

Written by Melanie Dupont
Updated over a week ago

How New Members Can Join & Signup For Membership

Members can apply for new memberships as well as signup to be associated with an existing membership.

Written by Spencer Goad
Updated over a week ago

Viewing a Member's CEU's

How members and admins can view or pull a report of continuing education (units).

Written by Jenn Norman, CAE
Updated over a week ago

Download Member Contact Information to Your Address Book

Quickly save a member's contact information to your Gmail contacts or Outlook.

Written by Melisa Smith
Updated over a week ago

Set a Child Record to Inherit its Parent's Address

Learn how to set a staff member or sub company record to automatically inherit their parent record's shipping & billing addresses.

Written by Pete Zimek, CAE
Updated over a week ago

Allow Individuals to Change their Parent Company

Learn how to determine who can change an individual's parent company via their Member Compass.

Written by Melanie Dupont
Updated over a week ago

"Allow Non-Member Account Sign-Up" Option

Learn how you can allow or not allow non-members to create accounts on your website.

Written by Jenn Norman, CAE
Updated over a week ago

How To Anonymize A Record

When necessary, you have the ability to make a record anonymous to meet GDPR standards.

Written by Melisa Smith
Updated over a week ago

Deep Dive: Membership Status Types in Novi AMS

A deep dive of membership statuses and scenarios relating to member benefits and member dependencies.

Written by Melisa Smith
Updated over a week ago

Deep Dive: Customize Your Member Fields Data and Display

Show or hide member fields and determine if they are required for members or admin users.

Written by Jenn Norman, CAE
Updated over a week ago

Deep Dive: Sum the Values of Custom Fields for a Parent Record

Add custom field values for children and let Novi roll those values up to their parents so that calculations aren't manual.

Written by Pete Zimek, CAE
Updated over a week ago

Deep Dive: Acceptable Characters for Member Names

Learn what characters can be used in the name fields for member records and other items that sync with QuickBooks.

Written by Pete Zimek, CAE
Updated over a week ago

Deep Dive: Validating Mailing Addresses

Learn some of the ins and outs of address validation (especially state names and abbreviations) within QuickBooks and Novi AMS.

Written by Pete Zimek, CAE
Updated over a week ago

Create a Member Type in Novi

How to create a membership option for new signups in Novi AMS.

Written by Melanie Dupont
Updated over a week ago

Member Type Settings

Dial in your association's member type settings, dues renewals and accounting.

Written by Pete Zimek, CAE
Updated over a week ago

Enable and Edit the New Member Welcome Email

Learn how to create a custom welcome email for new members.

Written by Melanie Dupont
Updated over a week ago

Require Approval for New Memberships

Learn how to require your staff's approval for a new member to receive member benefits.

Written by Pete Zimek, CAE
Updated over a week ago

Member Benefits Flow

Learn how to flow member benefits to non-dues paying members.

Written by Pete Zimek, CAE
Updated over a week ago

Member Types that Limit Company Member Benefits to Certain Staff Members

A guide to understanding sign up and visibility on member types where company member benefits flow to a select number of staff members.

Written by Melisa Smith
Updated over a week ago

Grant Member Benefits to Association Staff & Other Partners Not Expected to Pay Dues

Learn how to assign member benefits to your own association's staff, as well as the staff of other non-member organizations.

Written by Pete Zimek, CAE
Updated over a week ago

Membership Auto-Renewals

Learn how to setup auto-renewals for members and explore the workflow that Novi will follow to create the invoices.

Written by Pete Zimek, CAE
Updated over a week ago

Auto-Renewals, Drops & Grace Periods... oh my!

How membership & accounting interact and what that means for drops.

Written by Jenn Norman, CAE
Updated over a week ago

Defining "New Member" vs "Existing Member"

Learn how to define when an expired member should be treated as a new vs existing during the renewal process and why it's important.

Written by Pete Zimek, CAE
Updated over a week ago

Multi-Year Initial Terms

For Calendar Renewals: Give members a smoother process when they join near the end of the year.

Written by Melisa Smith
Updated over a week ago

Auto-Pay For Membership Renewals

Learn how to set up and manage Auto-Pay for renewing members.

Written by Melisa Smith
Updated over a week ago

Setting Up Dues Rules

Dues rules determine how much a member will be charged for membership. Each member type has its own dues rules settings.

Written by Pete Zimek, CAE
Updated over a week ago

Connecting Dues Rules to QuickBooks Items and Marking as Active

Written by Melisa Smith
Updated over a week ago

Transaction Dates & Payment Terms on Dues Invoices

How are payment terms set on dues invoices?

Written by Pete Zimek, CAE
Updated over a week ago

Draft Dues Rules

Setting dues to "draft" prohibits renewals from taking place - on your website, within the admin, or automatically by Novi.

Written by Melisa Smith
Updated over a week ago

Reinstatement Fees

Learn how to automate a reinstatement fee for members who want to re-join your organization.

Written by Jenn Norman, CAE
Updated over a week ago

Optional Dues Rules & Product Add Ons for Dues Invoices

Learn when optional dues rules or product add ons should be used for membership signup & renewal, and learn how to create them.

Written by Pete Zimek, CAE
Updated over a week ago

Tips for Collecting On & Handling Open Dues Invoices

Learn a few tips & tricks for collecting on your open dues invoices.

Written by Pete Zimek, CAE
Updated over a week ago

How to Email Dues Invoices from Novi AMS

Learn how to send a single invoice or multiple in batch.

Written by Melisa Smith
Updated over a week ago

Create a Manual Dues Invoice

How to manually run dues for a single member or prospect.

Written by Pete Zimek, CAE
Updated over a week ago

Recalculate and Update Open Dues Invoice

Learn how to recalculate dues invoices.

Written by Pete Zimek, CAE
Updated over a week ago

Update Dues Rules for Next Membership Year

When and how to change dues amounts (and other settings) for the upcoming membership year.

Written by Melanie Dupont
Updated over a week ago

Non-Renew and Credit

Learn how to drop members that have not paid their dues invoices.

Written by Pete Zimek, CAE
Updated over a week ago

Find a List of Dropped Members

How to pull a list of expired or former members in Novi.

Written by Melanie Dupont
Updated over a week ago

Manual Renewals from the Member Compass

Learn how members can process manual dues renewals from their Member Compass, including lapsed members who want to re-join.

Written by Jenn Norman, CAE
Updated over a week ago

Enable or Disable Auto-Renew for a Specific Member

Learn how to enable or disable auto-renew for a specific member.

Written by Pete Zimek, CAE
Updated over a week ago

Adjusting Calendar Renewal Expiration Dates

Learn more about how to adjust calendar renewal expiration dates.

Written by Jenn Norman, CAE
Updated over a week ago

Deep Dive: Understanding Member Expiration Dates & Outstanding Dues Invoices

Once a dues invoice is created, Novi updates the member's expiration date and member benefits begin, regardless of when the invoice is paid.

Written by Pete Zimek, CAE
Updated over a week ago

Advanced: Create Free Memberships that Auto-Renew Indefinitely

How to create a free membership that automatically renews.

Written by Pete Zimek, CAE
Updated over a week ago

Deep Dive: Delete a Member Type with Inactive Records Still Attached

Written by Melisa Smith
Updated over a week ago

Address Cleanup Tool

Find addresses with missing billing and/or shipping address, and quickly update them!

Written by Melisa Smith
Updated over a week ago

QuickBooks Analyzer Tool

Check your QuickBooks records for duplicates, ambiguous records, and invalid formatting.

Written by Melanie Dupont
Updated over a week ago

Merge Members in QuickBooks

Learn how to merge customer records (companies and people) in QuickBooks and why this is the only option for two records that have deposits.

Written by Pete Zimek, CAE
Updated over a week ago

Merge Members in Novi AMS

Learn how to merge a company or person in Novi AMS, and when it's more appropriate to merge directly in QuickBooks.

Written by Jenn Norman, CAE
Updated over a week ago

Deleted Customers

Learn how to process customers merged away in QuickBooks Online.

Written by Pete Zimek, CAE
Updated over a week ago

Deep Dive: Merge Member Records that Inherit Their Parents' Addresses

Different scenarios you may come across when merging two records using their parent's addresses.

Written by Melisa Smith
Updated over a week ago

Deactivate or Reactivate a Member Record

Learn more about when and how to deactivate a member record. Also see how to reactivate a record.

Written by Melisa Smith
Updated over a week ago

International Addresses

Learn how to set up international addresses on your records

Written by Jenn Norman, CAE
Updated over a week ago

Member Directory Profile Galleries

Learn how your members can add a media carousel of images and videos to their online directory profile

Written by Jenn Norman, CAE
Updated over a week ago

Unique URLs in Directories, Leadership Roles, and Event Contacts

Learn how the system determines URLs for profile pages in the directory.

Written by Melisa Smith
Updated over a week ago

Creating Online Directories in Novi

How to create and set up a new online member directory in Novi AMS

Written by Jenn Norman, CAE
Updated over a week ago

Adding Content To Your Online Member Directories

Learn how to add custom content to your directory pages.

Written by Melisa Smith
Updated over a week ago

A Guide to the Member Directory

Learn about the features, how to navigate the directory list, which members will be displayed, and how the display order is determined.

Written by Melisa Smith
Updated over a week ago

Create Member-to-Member Discounts and Special Offers

Learn how to display special discounts or deals in the Member Directory.

Written by Melisa Smith
Updated over a week ago

Feature Members in the Member Directory

Learn what a featured directory listing looks like, how to set it up, and other frequently asked questions.

Written by Jenn Norman, CAE
Updated over a week ago

Using Novi's Ecommerce Platform to Monetize Your Member Directory

Written by Melisa Smith
Updated over a week ago

Changing the Order of Custom Directory Filters

Learn how to reorder the custom filters used in your directories.

Written by Jenn Norman, CAE
Updated over a week ago

Member Directory Contact Form

Learn how to hide email addresses within your member directory to avoid spambots; plus some business concerns to consider before doing so.

Written by Pete Zimek, CAE
Updated over a week ago

Email Addresses Behind reCAPTCHA in Public Member Directories

Learn why some website visitors must go through reCAPTCHA in order to see email addresses in public member directories.

Written by Pete Zimek, CAE
Updated over a week ago

Using Groups as a Filter in the Member Directory

Add a Group as a filter in the membership directory, with the option to make the filter public or lock down visibility to specific users.

Written by Melisa Smith
Updated over a week ago

Remove a Single Member from the Member Directory

Learn how to hide a specific listing (company or person), or contact information for the listing, from your member directory.

Written by Pete Zimek, CAE
Updated over a week ago

Cheat Sheet: Member Directory Privacy and Data Protection

Learn some of the settings available to hide or otherwise lock down sensitive information within the member directory.

Written by Pete Zimek, CAE
Updated over a week ago

Add Custom Filters to Directory Search

Allow website visitors to search for members based on custom fields.

Written by Jenn Norman, CAE
Updated over a week ago

Deep Dive: Data Harvesting & Website Scraping

Learn how bad actors scrape data from membership directories and event registration lists to sell back to your members and how to fight it.

Written by Pete Zimek, CAE
Updated over a week ago

Editing Customer Records At The Same Time As Someone Else

Learn more about what it means when you see the message "There were issues saving the customer. Please correct and try again."

Written by Melisa Smith
Updated over a week ago

Granting Management Access to Company Staff

Learn how to grant management access so that people are able to update their company's profile.

Written by Pete Zimek, CAE
Updated over a week ago

How To Change Company Records to People & People Records to Companies

Written by Jenn Norman, CAE
Updated over a week ago

Error Message: Employee has the Same Name as a Customer

How to resolve conflicts between member record (customer) names and employee names.

Written by Pete Zimek, CAE
Updated over a week ago

Converting QuickBooks Customer Records into People & Companies in Novi AMS

Learn how Novi AMS automatically deciphers whether a QuickBooks customer is a person or a company.

Written by Pete Zimek, CAE
Updated over a week ago

Strange Data in the Member Record's Shipping County Drop Down Menu

It is possible to find misspelled county names, counties from out of state(s) you serve, and other strange items in the county drop down.

Written by Pete Zimek, CAE
Updated over a week ago

Advanced: Update Membership Expiration Dates in Bulk

Learn how to update expiration dates on multiple member records as a batch action.

Written by Melanie Dupont
Updated over a week ago

Salesforce.com: A Case Study for Why Database Scripts Take Time

Even for "small" changes, the Novi team will never quote less than 2 hours for a database script.

Written by Pete Zimek, CAE
Updated over a week ago

Activity Timeline Tracking

A guide to the Activity Timeline on member records, which includes automated entries as well as custom notes and tasks entered by admins.

Written by Melisa Smith
Updated over a week ago

Create a New Custom Activity or Task

How to add a new activity or task to appear in a member's Activity Timeline and/or your Task Center.

Written by Melisa Smith
Updated over a week ago

Anatomy of Activities & Tasks

Learn what information is displayed on the activities and tasks on your member records.

Written by Melisa Smith
Updated over a week ago

Using the Task Center

An overview of the backend Task Center, where admins can manage member-related tasks for themselves and other staff.

Written by Melanie Dupont
Updated over a week ago