Managing Contacts & Members

In your staging database:

• Modify contacts default search criteria
• Manually add an organization contact
• Manually add five individual contacts (including 2 duplicates)
• Bulk load a set of contacts
• Merge contacts
• Adjust a membership
• Approve an application
• Review directory display settings

• Managing Contacts
• Managing Members
• Add a New Contact
• Add Membership to a Contact
• Merge Contacts
• Membership Dues Proration
• Adjust a Membership

• Managing Contacts
• Managing Your Memberships
• Adding Contacts
• Merging Contacts
• Adding a Membership to a Contact
• Adjusting a Membership
• Prorated Membership Dues