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Administrator Aids & Best Practices
Friday, November 20, 2009 2:30-3:25p, Forest II
Scott Wimberley, Project Manager
Dashboards• Corporate
– Security– Setup
• Program– Security– Setup
• Properties• How to View
Product Packages• Allows users to bundle
two or more items to be sold together as a package at Point of Sale.
• Add a credit item code to the package if it is discounted.
• Create an Item Key for the package in Point of Sale
Dues and Fees• Additional Dues and
Fees vs. Membership Type Terms
• Autofill – Yes/No• Multiple Terms• Submember Pricing
Scheduler Billing• Scheduler Billing will
pick up any charges that have not been drafted up to the date you enter in the As of Date field
• Order of Charges – Series Sales– CTA or Credit Card
Guarantee
Setting up Multisite Employees• Roles
– Sales rep– Sales manager– Instructor– Commissionable
• Username• Password• Security Groups• Corporate Group
Permission Setups
Layers of Security• Corporate
Administrator (Superuser)
• Corporate User 1• Corporate User 2• Site Administrator• End User
Responsible Parties• Site Settings
– Additional Discount on Dues
– Stack Paid in Full Discount– Membership Type
Overrides– Responsible Amount
Default– Bill Non-Reps– Bill Sub Non-Reps
• Attaching Responsible Party to Members
• Reports
Letter Designer• Letter Types
– Past Due– Declines– Birthday– Referral– Membership Renewal– Credit Card Expiration– Program Registration
Confirmation• Site Logo• Letter Sub-Section
Designer• Creating Letters• Sending E-mails
Mass E-mails• Contact Preferences• Templates• Member Roster• Query Builder
Suggested Payment Types• Cash• Check• Visa• Mastercard• Discover• American Express• Gift Card• CCD• EFT• On-line Credit Card• Scheduler Credit Card• Promotional Expense• Bad Debt Write-off
Suggested Product Codes• Installment• Contract Installment• CC Reversal• EFT Reversal• OverShort• Late Fee• Referral Credit• Tip• Payment Transfer
Prospect Task vs. Employee Task• Prospect
– Send Birthday Card– Send Letter– Send Packet
• Employee– Walk fitness floor– Attend Off site event– Visit Local Businesses– Call Past Members
Educational Services• It’s FREE!• www.csisoftwareusa.com/
training/online.php – Register for a username and
password– The E-Learning Library is
available to train your employee staff at your discretion.
– Live Webinars are offered by professional instructor.
• Ask questions and get answers• Discuss your issues with other
clubs around the country.
• User forum: http://forums.csisoftwareusa.com
• Wiki• It’s FREE!
Questions and Answers
Account Managers
Eastern North
America
Western North
America
Toni Grafnertgrafner@csisoftwareusa.com800-247-3431 x223
Randy Cruzrcruz@csisoftwareusa.com
800-247-3431 x278
Coming Up Next…
• Mark your calendars for next year’s conference – Summit 2010!– November 18-19, 2010– Boot Camp on November 17, 2010!
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