Difference between revisions of "Getting Started"

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(Created page with " =Basic Account Settings= You will configure your time zone and organization logo as one of the first steps in using your database. ==Setting Time Zone & Organization Logo==...")
 
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=Basic Account Settings=
 
=Basic Account Settings=
  
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You will configure your time zone and organization logo as one of the first steps in using your database.
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You will configure your time zone and organization logo as one of the first steps in using your database. '''NOTE:''' The General Settings logo is the main default logo. A separate logo for invoices may be uploaded in the Finance section.  
  
 
==Setting Time Zone & Organization Logo==
 
==Setting Time Zone & Organization Logo==
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#In the '''Miscellaneous''' section, click '''General Settings'''.
 
#In the '''Miscellaneous''' section, click '''General Settings'''.
 
#Select your time zone from the '''Current Timezone''' drop-down list.
 
#Select your time zone from the '''Current Timezone''' drop-down list.
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#'''Primary Logo''' - Click the pencil icon below Primary Logo to import your logo. The '''Image Manager''' window will open.'''NOTE:''' The pencil icon will only display when you hover your mouse below '''Primary Logo'''.
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#'''Primary Logo''' - Click the pencil icon below Primary Logo to import your logo. The '''Image Manager''' window will open. '''NOTE:''' The pencil icon will only display when you hover your mouse below '''Primary Logo'''.
 
#:*In the '''Image Manager''', click '''Upload'''.  You will then navigate to your computer/server location of your logo.
 
#:*In the '''Image Manager''', click '''Upload'''.  You will then navigate to your computer/server location of your logo.
 
#:*Select your logo and click open. You may position and crop the logo as needed.
 
#:*Select your logo and click open. You may position and crop the logo as needed.
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#Enter the plural version of your custom term in the '''Plural Form''' text box.
 
#Enter the plural version of your custom term in the '''Plural Form''' text box.
 
#Click '''Done''' to save your changes.
 
#Click '''Done''' to save your changes.
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=Setting Up Your Directory=
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==Directory Listing Types==
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Directory Listing Types control  what information about a business or individual is displayed if you choose to publish a directory of members to your website. You may, perhaps, have different levels of listings based on membership type. A basic level might include just a business name and a logo, where as an enhanced listing may include photo galleries, videos, maps, etc. The following options are available to customize your directory listings:
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**Show Search Logo
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**Use Contacts Website for Listing page
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**Show Highlights
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**Show Related Contacts
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**Show Search Description
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**Show Gallery
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**Show Video
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**Show Map
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**Display Primary Contact
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Use the following procedure to setup your Directory Listing Types:
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#Click '''Setup''' in the Navigation Panel
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#Click '''Directory Listing Types''' in the '''Website/Content Management System''' section. A list of the Directory Listing Types currently configured in your system will be displayed.
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#Click '''Add'''.
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#On the '''Add/Edit Directory Listing Type''' configure the following:
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#:*'''Name''' - Provide a name for the Directory Listing Type.
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#:*'''Description''' - Provide a description of the Directory Listing Type.
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#:*'''Rank/Priority Placement''' - This option allows you to control
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#:*'''Options'''
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#:**Show Search Logo 
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#:**Use Contacts Website for Listing page
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#:**Show Highlights
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#:**Show Related Contacts
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#:**Show Search Description
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#:**Show Gallery - If selected, the member may display a gallery of photos on the web-page.
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#:**Show Video - if selected, the member may display a video on the web-page.
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#:**Show Map - if selected, the location of the organization will be displayed on map on the web-page.
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#:**Display Primary Contact - if selected, the name of the primary contact will be displayed on the web-page.
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#Click '''Done'''.

Revision as of 17:12, 3 April 2017

Basic Account Settings

You will configure your time zone and organization logo as one of the first steps in using your database. NOTE: The General Settings logo is the main default logo. A separate logo for invoices may be uploaded in the Finance section.

  1. Click Setup in the Navigation Panel.
  2. In the Miscellaneous section, click General Settings.
  3. Select your time zone from the Current Timezone drop-down list.
  4. Primary Logo - Click the pencil icon below Primary Logo to import your logo. The Image Manager window will open. NOTE: The pencil icon will only display when you hover your mouse below Primary Logo.
    • In the Image Manager, click Upload. You will then navigate to your computer/server location of your logo.
    • Select your logo and click open. You may position and crop the logo as needed.
  5. Click Crop and Save to save your logo.

Terminology Settings

MemberZone is built to be very customizable for your needs. If needed, you can customize the terminology used in the database. For instance, if you wish you may change the default name "Organization" to "Business".

  1. Click Setup in the Navigation Panel.
  2. In the Miscellaneous section, click System Terminology. A list of terms that may be customized is displayed. NOTE: Terms listed as TODO are terms that Micronet is currently setting up for future customization.
  3. Click the link for the term you wish to customize. The Override Terminology screen will be displayed.
  4. Enter the term you wish to use in the Your Custom Term text box.
  5. Enter the plural version of your custom term in the Plural Form text box.
  6. Click Done to save your changes.

Setting Up Your Directory

Directory Listing Types

Directory Listing Types control what information about a business or individual is displayed if you choose to publish a directory of members to your website. You may, perhaps, have different levels of listings based on membership type. A basic level might include just a business name and a logo, where as an enhanced listing may include photo galleries, videos, maps, etc. The following options are available to customize your directory listings:

    • Show Search Logo
    • Use Contacts Website for Listing page
    • Show Highlights
    • Show Related Contacts
    • Show Search Description
    • Show Gallery
    • Show Video
    • Show Map
    • Display Primary Contact

Use the following procedure to setup your Directory Listing Types:

  1. Click Setup in the Navigation Panel
  2. Click Directory Listing Types in the Website/Content Management System section. A list of the Directory Listing Types currently configured in your system will be displayed.
  3. Click Add.
  4. On the Add/Edit Directory Listing Type configure the following:
    • Name - Provide a name for the Directory Listing Type.
    • Description - Provide a description of the Directory Listing Type.
    • Rank/Priority Placement - This option allows you to control
    • Options
      • Show Search Logo
      • Use Contacts Website for Listing page
      • Show Highlights
      • Show Related Contacts
      • Show Search Description
      • Show Gallery - If selected, the member may display a gallery of photos on the web-page.
      • Show Video - if selected, the member may display a video on the web-page.
      • Show Map - if selected, the location of the organization will be displayed on map on the web-page.
      • Display Primary Contact - if selected, the name of the primary contact will be displayed on the web-page.
  5. Click Done.
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