Member Management
Manage member data in a way that "Just Works."
By Becca and 10 others11 authors124 articles
- 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 or Nonmember 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
- Address Cleanup Tool
- QuickBooks Analyzer Tool
- Merge Duplicate Records in QuickBooks
- Merge Duplicate Records 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
- Create a Census to Verify Profile Details or Staff Rosters
- Reviewing & Managing Census Responses
- Advanced: Update Profile Data in Bulk
- A Guide to the Member Directory
- Creating Directories in Novi
- Add Header and Footer Content to Your 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
- Understanding Member Directory Search
- Difference Between Backend Members List Search & Frontend Directory Search
- Email Addresses Behind reCAPTCHA in Public Member Directories
- Deep Dive: Data Harvesting & Website Scraping
- Automate Featured Directory Listings with Optional Dues Rules
- 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
- Salesforce.com: A Case Study for Why Database Scripts Take Time
- Where did my data go in Novi?