Frequently Asked Questions and Answers
Q: What do I need to do to set up the drop-down lists in netFORUM?
A: Go to the Administration module and click on the module set up links. For more details, see
- How do I set up the drop-down lists in netFORUM Pro?
- How do I set up the Accounting drop-down lists?
- How do I set up the Committees drop-down lists?
- How do I set up the Events drop-down lists?
- How do I set up the Membership drop-down lists?
- How do I set up the E-Marketing drop-down lists?
- How do I set up the Awards drop-down lists?
- How do I set up the Certifications drop-down lists?
- How do I set up the CRM drop-down lists?
- How do I set up a PayPal account?
Q: How do I add individual and organization information?
A: Individual and organization records are maintained in the CRM (Customer Relationship Management) module. For more information, see:
- How do I add an individual record?
- What is an "Individual Profile?"
- How do I add an organization record?
- What is an Organization Profile?
- What is a "customer number?"
- How do I set up demographic data fields for Individuals?
- How do I add an individual's demographic information?
- How do I set up demographic data fields for organizations?
- How do I add an organization's demographic information?
- How do I add search fields to the Find Individual page?
Q: How do I change my netFORUM Login Password?
A: You can change your password from your Home page in the CRM module. For more information, see:
Membership
Q: How do I set up membership and dues information?
A: Membership information is set up from the Administration module. You will need to set up a Member Type for each membership you offer. After you set up the Member Type Profile, you will need to add the dues rate as a separate step from the Member Type Profile. For more information, see:
- How do I set up a lifetime, calendar-based, anniversary-based, or monthly membership?
- How do I set up single and multiple memberships?
- How do I set up membership dues?
Q: What is the process for renewing memberships?
A: There is a batch process called "Process Membership Renewals." The link to run this batch process is on both the CRM Overview page and the Accounting Overview page. For more information, see:
Events
- How do I set up an event?
- How do I set up an event session?
- How does someone register for an event?
- How do I send correspondence to event registrants?
- What happens to education credits if someone cancels their event registration?
Accounting
- What is the difference between an order and an invoice?
- How do I enter a customer's order?
- How do I add a customer's payment?