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Member Management
Member Management
Manage member data in a way that "Just Works."
+2
92 articles in this collection
Written by
Pete Zimek,
Jenn Norman,
Melisa Smith
and 2 others
Getting Started
Getting Started: A Guide To Members in Novi AMS
Written by
Jenn Norman
Updated over a week ago
The Member Record
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
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
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
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
Updated over a week ago
Convert a Non-Member or a Prospect to a Member
Learn how to convert a record in your database into a member in good standing.
Written by
Jenn Norman
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
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
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
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 Primary Contact When a New Account is Created
When a new user account is created under an organization, an automatic notification email is sent to the company's Primary Contact.
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
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
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 about how you can allow or not allow non-member account signups.
Written by
Jenn Norman
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
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
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
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
Updated over a week ago
Member Types, Dues and Renewals
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, directory visibility, dues renewals and accounting.
Written by
Pete Zimek
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
Updated over a week ago
Member Benefits Flow
Learn how to flow member benefits to non-dues paying members.
Written by
Pete Zimek
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 grant member benefits to your own association's staff as well as the staff of other non-member organizations.
Written by
Pete Zimek
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
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
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
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
Written by
Melisa Smith
Updated over a week ago
Setting Up Dues Rules
Dues rules determine how much a member will be charged.
Written by
Pete Zimek
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
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
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
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
Updated over a week ago
How to Email Dues Invoices from Novi AMS
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
Updated over a week ago
Recalculate and Update Open Dues Invoice
Learn how to recalculate dues invoices.
Written by
Pete Zimek
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
Updated over a week ago
Find a List of Dropped Members
How to pull a list of expired members who were "non-renewed and credited" via 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
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
Updated over a week ago
Adjusting Calendar Renewal Expiration Dates
Learn more about how to adjust calendar renewal expiration dates.
Written by
Jenn Norman
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
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
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
Data Clean-Up
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 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
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
Updated over a week ago
Deleted Customers
Learn how to process customers merged away in QuickBooks Online.
Written by
Pete Zimek
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
Updated over a week ago
Member Directory
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
Updated this week
Using Novi's Ecommerce Platform to Monetize Your Member Directory
Written by
Melisa Smith
Updated over a week ago
Changing The Order of Your Custom Member Directory Filters
Learn how to reorder the custom filters in your member directory.
Written by
Jenn Norman
Updated over a week ago
Member Directory Contact Form
Learn how to hide email addresses within your member directory to avoid spam bots and some business concerns to consider before doing so.
Written by
Pete Zimek
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
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
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
Updated over a week ago
Deep Dive: Adding, Editing & Deleting Areas of Expertise
How to customize the categories displayed in your member directory.
Written by
Melisa Smith
Updated over a week ago
Deep Dive: Add Custom Filters to Member Directory
Allow website visitors to search for members based on custom fields.
Written by
Jenn Norman
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
Updated over a week ago
Troubleshooting
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
Troubleshooting: Member Can't Update Company Profile
Learn how to grant management access so that people are able to update their company's profile.
Written by
Pete Zimek
Updated over a week ago
How To Change Company Records to People & People Records to Companies
Written by
Jenn Norman
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
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
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
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
Updated over a week ago
Activity Timeline & Task Center
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