Members

Member Care System

• Work with assigned Member Care flows
• Create and configure Member Care flows
• Configure Member Care: default, automatic, and manual flow assignment
• Member Care: Overview, prerequisites, and how flows get assigned
• Notes on a member
• Configure Member care system

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Data Protection & Deletion

• Masking and revealing email addresses in the system

Bulk Operations

• Exporting member lists and downloading export files
• Write off member credit using Bulk operations
• Automatic archiving and anonymization – retention periods, first run, and data deletion rules
• How to use a Bulk operation to resend email verification to many members.
• How do I delete a member list?
• Multiple processing for Payment Run groups

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Member Management

• Communication in the member profile
• How to create member lists for messaging
• Member groups: Create group configuration and manage groups

Member Account

• IBAN visibility in the member account, in documents and in the history
• Consumption credit vs. value voucher: which one to use when
• Behavior of credits on member account during contract cancellation or contract change
• Set memberships as due
• Create and manage installment plans

Master Data

• Managing member codes and how to handle the code assignment feature
• Member status information
• Membership statuses
• How to create a member and edit the data
• How to handle document of members
• How to create codes