Member Management

Manage member data in a way that "Just Works."

Melisa Figueroa avatar Jenn Norman avatar Pete Zimek avatar +1
66 articles in this collection
Written by Melisa Figueroa, Jenn Norman, Pete Zimek and 1 other
The Member Record

Create a New Company or Person

Create a new member record in the Novi admin.
Melisa Figueroa avatar
Written by Melisa Figueroa
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.
Pete Zimek avatar
Written by Pete Zimek
Updated over a week ago

Dues Paying Member

Understanding which customer/member records are setup to pay dues and which records are not.
Pete Zimek avatar
Written by Pete Zimek
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
Jenn Norman avatar
Written by Jenn Norman
Updated over a week ago

Remove a Person from a Company

Learn how to remove a person's record from their parent company.
Pete Zimek avatar
Written by Pete Zimek
Updated this week

"Allow Non-Member Account Sign-Up" Option

Learn about how you can allow or not allow non-member account signups
Jenn Norman avatar
Written by Jenn Norman
Updated over a week ago

Recent Signups List

Learn why certain member records appear on the list and why others do not and discover the difference between "approve" and "clear."
Pete Zimek avatar
Written by Pete Zimek
Updated over a week ago

Create a User Account from the Admin

Learn how to create a user account for a single record in the admin.
Pete Zimek avatar
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.
Pete Zimek avatar
Written by Pete Zimek
Updated over a week ago

Grant Admin and Limited Admin to a User

Learn how to make people admins or limited admins for your organization.
Pete Zimek avatar
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
Jenn Norman avatar
Written by Jenn Norman
Updated yesterday

Download Member Contact Information to Your Address Book

Quickly save a member's contact information to your Gmail contacts or Outlook.
Melisa Figueroa avatar
Written by Melisa Figueroa
Updated over a week ago

How can members sign up for new membership?

Members can apply for new memberships as well as signup to be associated with an existing membership.
Spencer Goad avatar
Written by Spencer Goad
Updated over a week ago

Convert Member to Prospect

Learn how to convert members to prospects, removing their membership since & expiration dates.
Pete Zimek avatar
Written by Pete Zimek
Updated over a week ago

Viewing a Member's CEU's

How to view or pull a report of a record's continuing education (units).
Jenn Norman avatar
Written by Jenn Norman
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.
Pete Zimek avatar
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.
Pete Zimek avatar
Written by Pete Zimek
Updated over a week ago

Deep Dive: Customize How Member Fields Display

Show or hide member fields and determine if they are required for members or admin users.
Jenn Norman avatar
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.
Pete Zimek avatar
Written by Pete Zimek
Updated over a week ago

Deep Dive: Attach One Person as the Primary or Billing Contact for Multiple Sub Companies

Learn how to make the one person the primary or billing contact for multiple companies.
Melisa Figueroa avatar
Written by Melisa Figueroa
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.
Pete Zimek avatar
Written by Pete Zimek
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.
Pete Zimek avatar
Written by Pete Zimek
Updated over a week ago
Member Types & Dues Rules

Tips for Collecting On & Handling Open Dues Invoices

Learn a few tips & tricks for collecting on your open dues invoices.
Pete Zimek avatar
Written by Pete Zimek
Updated over a week ago

Member Type Settings

Dial in your association's member directory settings and dues rules.
Pete Zimek avatar
Written by Pete Zimek
Updated over a week ago

Setting Up Dues Rules

Dues rules determine how much a member will be charged.
Pete Zimek avatar
Written by Pete Zimek
Updated over a week ago

Membership Dues Auto-Renewal

Learn how to setup auto-renewals for members and explore the workflow that Novi will follow to create them.
Pete Zimek avatar
Written by Pete Zimek
Updated over a week ago

Multi-Year Initial Terms

Melisa Figueroa avatar
Written by Melisa Figueroa
Updated over a week ago

Payment Terms on Dues Invoices

How are payment terms set on dues invoices?
Pete Zimek avatar
Written by Pete Zimek
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.
Pete Zimek avatar
Written by Pete Zimek
Updated over a week ago

Connecting Dues Rules to QuickBooks Items and Marking as Active

Melisa Figueroa avatar
Written by Melisa Figueroa
Updated over a week ago

Non-Renew and Credit

Learn how to drop members that have not paid their dues invoice.
Pete Zimek avatar
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.
Jenn Norman avatar
Written by Jenn Norman
Updated over a week ago

How to Email Dues Invoices from Novi AMS

Melisa Figueroa avatar
Written by Melisa Figueroa
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.
Melisa Figueroa avatar
Written by Melisa Figueroa
Updated over a week ago

Recalculate Dues Invoice

Learn how to recalculate dues invoices.
Pete Zimek avatar
Written by Pete Zimek
Updated over a week ago

Create a Manual Dues Invoice

How to manually run dues for a single member or prospect.
Pete Zimek avatar
Written by Pete Zimek
Updated over a week ago

Manual Renewals from the Member Compass

Learn how members can process manual dues renewals from their Member Compass.
Jenn Norman avatar
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.
Pete Zimek avatar
Written by Pete Zimek
Updated this week

Advanced: Special Dues Billing for One-Off Circumstances

Learn how to handle one-off dues transactions, bypassing Novi to use QuickBooks' recurring transactions.
Pete Zimek avatar
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.
Pete Zimek avatar
Written by Pete Zimek
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.
Pete Zimek avatar
Written by Pete Zimek
Updated over a week ago

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

Melisa Figueroa avatar
Written by Melisa Figueroa
Updated over a week ago
Member Directory

A Quick Guide to your Member Directory

Melisa Figueroa avatar
Written by Melisa Figueroa
Updated over a week ago

Feature Members in the Member Directory

Jenn Norman avatar
Written by Jenn Norman
Updated over a week ago

Create Member-to-Member Discounts and Special Offers

Melisa Figueroa avatar
Written by Melisa Figueroa
Updated over a week ago

Using Groups As A Filter in the Member Directory

Melisa Figueroa avatar
Written by Melisa Figueroa
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.
Pete Zimek avatar
Written by Pete Zimek
Updated over a week ago

Changing The Order of Your Custom Member Directory Filters

How to reorder the custom filters in your member directory
Jenn Norman avatar
Written by Jenn Norman
Updated over a week ago

Using Novi's Ecommerce Platform to Monetize Your Member Directory

Melisa Figueroa avatar
Written by Melisa Figueroa
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.
Pete Zimek avatar
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.
Pete Zimek avatar
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.
Melisa Figueroa avatar
Written by Melisa Figueroa
Updated over a week ago

Deep Dive: 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.
Pete Zimek avatar
Written by Pete Zimek
Updated over a week ago

Deep Dive: Add Custom Filters to Member Directory

Allow website visitors to search for members based on custom fields.
Jenn Norman avatar
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.
Pete Zimek avatar
Written by Pete Zimek
Updated over a week ago