You are here: netFORUM Pro Modules

netFORUM Pro Modules

This book provides information about each module available in netFORUM Pro.

Administration Module

Administration System Options

Managing Multiple Entities

Using Single Sign-On to Access Multiple Web Sites

Access Groups in netFORUM Pro

Adding a User to an Access Group

Maintaining Users

Editing User Information

Setting Up User Options

Resetting a Locked Out User

Activating and Deactivating a User Account

Uploading Images to the "Image Gallery"

Uploading the Web Site Header to the Image Gallery

Deleting an Image from the Image Gallery

Drop-Down List Setup

Certifications List Setup

Membership List Setup

Awards List Setup

Online Store Setup

Merchandise Setup

Subscription Setup

Miscellaneous Setup

Warehouse Setup

Adding a Warehouse

Adding Merchandise to a Warehouse

Adding a Low Inventory Notification to a Warehouse

Adding a Backorder Notification to Your Inventory

Transferring Inventory between Warehouses

FIFO Accounting and Inventory Management

Data Import Wizard

Data Import Setup

Data Import Templates

Accounting Setup

Setting up General Ledger Account Information (GL Accounts)

Setting Up Trade Organizations

Setting up Invoice Template Information

Setting Up Payment Processing Options

Setting Up PayFlow Pro as a Payment Processing Option

Setting Up Authorize.Net as a Payment Processing Option

Setting Up Moneris as a Payment Processing Option

Setting Up Multiple Merchant Accounts

Setting Up Payment Methods

Setting Up Bundle Credit and Refund Charge Code Drop-Down List

Setting Up the Charge Code Drop-Down List

Setting Up the Order Source Code Drop-Down List

Setting Up the Miscellaneous Item Category Drop-Down List

Setting Up the Merchandise Product Category Drop-Down List

Confirming the Status of Your PayPal Account or Transactions

Setting up the Manual Credit Card Payment Method

Setting Up an Automatic Clearing House (ACH) Payment Method

Setting Up a Miscellaneous Product for an Insufficient Funds Fee

Setting the Country on the Client Information Form

Setting Up a Multiple Cash Account

Creating a Custom Donation Receipt

Billing a Customer

Billing to an Organization

Installment Billing

Enabling a Product for Installment Billing

Purchasing Products with Installment Billing Enabled

Generating Installments

Cancelling an Installment Order

Searching for Installment Orders

Invoice Profile

Creating an Invoice

Creating an Invoice for an Order

Creating Hard Copy Invoices

Proforma Invoice

Printing an Invoice in iWeb

Printing an Invoice in eWeb

Creating Invoices for Balance Due

Finding Invoices

Cancelling an Invoice

Cancelling an Invoice for a Credit Card Transaction

Cancelling an Invoice for a Check Transaction

Cancelling an Invoice Without Creating a Credit

Prepaid Invoice

Voiding an Invoice

Writing Off an Invoice Balance

Adding a Message or Signature to an Invoice

Adding an Insufficient Funds Fee to an Invoice

Modifying Address Information on Subscription and Membership Renewals

Finding an Open Order

Finding an Open Order That Has Been Invoiced

Finding an Order or Invoice by the Confirmation Information

Cancelling an Individual Order

Converting Orders to Invoices

Modifying Address Information on Open Orders and Invoices

Adding a Payment

Finding a Payment

Navigating to the Payment Profile

Cancelling a Payment

Voiding a Payment

Adding a Manual Credit

Voiding a Credit Card Payment

Adding a Payment for an Open Order

Cancelling a Payment without Creating a Credit

Processing Declined Credit Cards and NSF Checks

Adding a Payment for an Invoice

Modifying the Payment Date

Adding a Payment from the Individual Profile

Adding a Payment from the Organization Profile

Cancelling a Duplicate Payment

Viewing a History of Transactions (Confirmation Information)

Closing an Accounting Batch that Contains a Money Order or Purchase Order

Recording a Check Payment for a Purchase Order or Money Order

Using Money Order as a Payment Method

Using Purchase Order as a Payment Method

Using Manual Credit Card as a Payment Method

Using Wire as a Payment Method

Using Mail My Check as a Payment Method

Tracking MasterCard and VISA Debit and Credit Payments

Using Two Payment Methods for One Purchase

Adding a Mass Payment for Individuals in an Organization in iWeb

Processing Refunds

Processing a Refund with a Refund Check

Processing Refunds for a Group

Processing a Refund for a Credit Card Payment

Processing Partial Credit Card Refunds

Processing a Partial Credit Card Refund for an Event

Processing a Partial Credit Card Refund for a Membership

Finding a Refund

Running a Check Requisition Report for Refunds

Setting Up the Discount Charge Code

Setting Up Discount Codes or Coupons

Setting Up a Volume Based Discount

Setting Up a Percentage-Based Discount

Setting Up a Dollar Amount Discount

Associating a Discount Code with a Product Type

Navigating to the Discount Code Profile

Applying Discount Codes in the Shopping Cart

Applying and Removing Discounts

Discount Code Messages

Creating an Export File for General Ledger Software

Creating an Export File for Great Plains

Creating an Export File for Peachtree

Creating an Export File for QuickBooks

Creating an Export File for Solomon

Creating an Export File for MAS 90

Creating an Export File for Intacct

Creating an Export File for Financial Edge

Manual Batch Management

Enabling the Manual Batch System Option

Creating a Manual Batch

Copying a Manual Batch

Finding a Batch

The Batch Profile

Setting up a Default Batch

Selecting a Batch During Check Out

Closing a Manual Batch

Resolving Batch Conflicts

Posting Entries to General Ledger Software

Setting Up eWeb Batches by Credit Card Type

Enabling a Rolling Dedicated Batch

Adding Users to a Manual Batch

Automatic Batch Management

Enabling Automatic Batch Processing

Processing an Automatic Batch

Viewing Batch Information

Batch Action Processes

Processing a Batch

Cancelling a Batch of Dues Orders

Cancelling a Batch of Invoices

Cancelling a Batch of Invoices Without Creating a Credit

Writing Off Invoice Balances in a Batch Process

Applying Tax Exemptions

Applying Tax Exemptions in the Online Store

VAT Tax Calculations

Enabling Events for VAT Tax Calculation

Enabling Products for VAT Tax Calculation

Finding a Purchase

Cancelling a Purchase

Purchasing a Downloadable Product on iWeb

Finding Event Registrant Order Status

Finding Merchandise Purchased

Finding Miscellaneous Items Purchased

Lockbox Donation Handling

Importing Data into a Lockbox Using the Data Import Wizard

Batch Processing Actions

Processing Subscription Renewals

Clear Merchandise Products from Carts

Actions Initiated from List Pages

Subscription Management

Finding Subscribers

Subscriber Profile

Creating a Subscriber Mailing List

Running the Mailing List Report

Renewing a Subscription

Promoting a Subscription

Cancelling a Subscription

Navigating to the Subscriber Profile

Changing Subscription Status Using a Batch Process

Adding Custom Demographics to Subscriptions

Processing Subscription Renewals Immediately

Processing Subscription Drops

Processing Subscription Fulfillment

Finding Subscription Fulfillment

Processing Merchandise Fulfillment

Finding Merchandise Fulfillment

Processing Merchandise Fulfillment when Using a Warehouse

Cancellations and Returns when Using a Warehouse

Manually Adjusting Warehouse Inventory

Creating the Picking List

Creating the Packing List

Creating the Billing Labels

Creating the Shipping Labels

Printing the Invoices for Fulfilled Merchandise

Setting Up Late Fees

Applying a Late Fee to a Single Customer

Applying a Late Fee to Multiple Customers

Setting Up a New Affiliate

Adding an Affiliate

Adding Documents to an Affiliate

Setting Up Affiliate Types

Setting Up Affiliate Status

Setting Up Affiliate Regions

Adding a Note to an Award Profile

Navigating to an Award Profile

Navigating to the Award Entry Profile

Making an Award Inactive

Adding Judge Information from the Awards Overview

The Judge Profile

Assigning an Award to a Judge from the Judge Profile

Assigning a Judge to an Award from the Awards Profile

Selecting the Judge’s Specialty

Viewing the Judge's Committee Affiliations

Adding an Award Entry from the Overview Page

Adding an Award Entry from the Award Profile

Navigating to an Award Entry Profile

Adding an Award Entry Note

Editing an Award Entry Note

Adding a Score to an Award Entry

Updating the Award Entry Status

Entering a Final Award Score

Selecting a Winner

Certification Application Setup

Viewing Certification and Education Credit Information Online

The Certification Application Profile

Navigating to the Certification Application Profile

Setting up the Application Requirements

Application Requirements

Setting up Certification Application Fees

Certification Program Setup

The Certification Program Profile

Navigating to the Certification Program Profile

Setting up the Certification Requirements

Certification Requirements

Setting up Certification Program Fees

Adding an Exam to a Certification Program

Adding a Course to a Certification Program

Adding a Certification Program Note

Recertification Program Setup

The Recertification Program Profile

Navigating to the Recertification Program Profile

Setting Up the Recertification Requirements

Setting up Recertification Program Fees

Program Enrollment

Registering a Customer for an Exam and Courses

Enrolling a Customer into a Certification Application Program

Enrolling a Customer into a Certification Program

Enrolling a Customer into a Recertification Program

Recording Certification Requirements Met

Individual Profile - Activities Tab

Individual Profile - Certification Tab

Certification Processes

Certification Application Process

Batch Certify and Status Change

Renewal and Invoice Process

Certification Exam and Course Setup

Setting up the Certification Exams

Navigating to the Certification Exam Profile

The Certification Exam Profile

Setting up the Certification Exam Fees

Adding a Program to an Exam

Setting up a Certification Course (Session)

Navigating to the Certification Course Session Profile

Setting up Education Credits for a Certification Program

Viewing Certification, Designation, and Education Credit Information

Committee Management

Setting Up the Committee Types Drop-Down List

Setting Up the Committee Positions Drop-Down List

Setting Up a Committee

Committee Profile

Hide/Disable Committees

Navigating to the Committee Profile

Adding a Committee Member

Committee Member Information Profile

Navigating to the Committee Member Information Profile

Editing Committee Member Information

Creating a Committee Member List

Finding Committee Members

Adding Committee Minutes

Adding Committee Notes

Removing a Committee Member from the Committee

Setting the Committee End Date Batch Process

Subcommittee Management

Adding a Subcommittee

Uploading Subcommittee Documents to be Accessed Online

Committee Correspondence

Creating a Committee Member E-mail Mailing List

Sending Correspondence to Committee Members

Removing a Committee Member from a Mailing List

Sending an E-Mail to Committee Members from Your Web Site

Uploading Committee Documents to be Accessed Online

CRM Setup Wizard

Enabling Relationships to Show Online

Allowing a Relationship Type to Shop for an Organization

Adding an Individual's Relationship to an Organization using eWeb

Editing an Existing Relationship Using eWeb

Viewing Individuals with Relationships to Your Organization Using eWeb

Setting a Default Country

Customizing a Profile

Merging Duplicate Records Using the Merge Purge Tool

Adding a Payment from the CRM Overview Page

CRM Home Page and Calendar

Setting up the CRM Home Page Announcement

Navigating to the My Home Profile Page

My Calendar Items

Viewing Calendar Items

Changing the Status of a Calendar Item

Adding Calendar Items from My Home

Monthly View Button

My Calendar Summary

Working with Individual Records

Working with Individuals Personal and Contact Information

Linking Individuals and Organizations

Web Site Address and Passwords

Individual Memberships

Individual Relationships

Going Shopping - Using the Shopping Wizard

Individuals Payments, Orders, and Invoices

Working with Organization Records

Working with Organization Contact Information

Organization Memberships

Organization Relationships

Contact Requests

Contact Request Set-Up Options

Find Contact Requests

List Current Requests

Contact Request Profile

List Departments

Department Profile Page

Managing Contact Requests from iWeb

Managing Contact Requests from eWeb

Assigning Staff Members to a Contact Request from iWeb

Adding a Document to a Contact Request

E-Marketing Setup

Drop-Down Lists

Creating a Correspondence Template or Messaging Template

Creating a Correspondence or Messaging Template Using Microsoft Word

Adding an Unsubscribe Footer to eMarketing Templates and Messages

Uploading the Marketing Images

Copying E-Marketing Templates

Copying and Pasting Images Into Your E-Mail Template

Navigating to a Template

Sending a Test E-mail

Hide/Disable Templates

Creating a Mailing List Profile

Creating an E-Mail Mailing List by Adding Individuals (One at a Time)

Creating an E-Mail Mailing List from Search Results

Navigating to the E-Mail Mailing List Profile

Creating Lists, Mailing Lists, and Quick Reports

Viewing the List of E-Mail Mailing Lists

Viewing the List of E-Mail Mailing List Members

Adding a Name to an Existing E-Mail Mailing List

Importing a Prospect List

Hide/Disable Mailing Lists

Messaging Job Profile and Statistics

Sending E-Mail Correspondence

Navigating to the Messaging Job Profile

Messaging Job Profile

Reviewing the Messaging Job Scheduled Jobs Statistics

Reviewing the Messaging Job Sent Statistics

Navigating to the Messaging Job Information Profile

Messaging Job Information Profile

Finding the Recipients of a Message Sent by the Messaging Job Wizard

Viewing the Message Sent by the Messaging Job Wizard

Listing the Recipients of a Message Sent by the Messaging Job Wizard

Viewing the List of Messaging Job Recipients

Listing the Errors and Bounce Backs of a Message Sent by the Messaging Job Wizard

Viewing Errors That Occurred During Transmission of a Messaging Job

Messaging Job Setup Wizard

Wizard Step 1 - E-mail Message Recipients

Wizard Step 2 - Selecting a New or Existing E-Mail Template

Wizard Step 3 - Advanced Template Customizations

Wizard Step 4 - Setting Up the Messaging Job Information and Message Scheduler

Wizard Step 5 - Confirming the Settings and Saving the Messaging Job

Event List Setup

Setting Up the Event Type Drop-Down List

Setting Up the Event Category Drop-Down List

Setting Up the Session Type Drop-Down List

Setting Up the Registrant Type Drop-Down List

Setting Up the Presentation Topics Drop-Down List

Setting Up the Speaker Types Drop-Down List

Setting Up the Speaker Rankings Drop-Down List

Setting Up the Housing Room Types Drop-Down List

Setting Up the Location Types Drop-Down List

Setting Up the Room Types Drop-Down List

Setting Up the Location Contact Roles Drop-Down List

Setting Up the Room Setup Categories Drop-Down List

Adding an Event

Adding a Free Event

Events Profile Page

Navigating to an Event Profile

Viewing Current Events

Setting Up a Time Zone for an Event

Conflicting Sessions

Setting up the Event Capacity or Registration Limit

Setting up a Wait List for an Event or Session

Setting up Event Guest Registration

Tracking Scores and Grades for Events and Sessions

Uploading an Image for an Event

Setting up Group Registration

Transferring Event Demographics to an Individual Record

Uploading Event Documents to be Accessed Online

Adding an Event Sponsor Description for Online Display

Adding Registration Details for Online Display

Adding an Event Note

Copying an Event

Activating a Copied Event

Using the Event Set-Up Wizard

Using the Event Set-Up Wizard to Manage Your Event and Session Calendar

Event Location Setup

Adding an Event Location Profile

Associating an Event Location with an Event

Associating a Room with an Event

Assigning a Room to an Event Session

Calculating Room Setup Costs for an Event or Session Location

Adding an Event Location Description for Online Display

Event Registrant Demographics Setup

Setting up Event Registration Demographics with Required Fields

Setting up Multi-Select Fields for Event Registrant Demographics

Event Fee Setup

Adding an Event Registration Fee

Adding Registration Fee Qualifiers

Editing Registration Fee Information

Adding an Event Cancellation Fee

Displaying Event Registration Fees Online

Event Correspondence

Creating an Event Registrant Mailing List

Sending Correspondence to Event Registrants

Re-Sending an Event Registration Confirmation

Creating an Event Registration Confirmation Template

Uploading a Message Template Header Image

Linking an Event Registration Confirmation Template to an Event

Previewing the Event Registration Confirmation Template

Copying an Event Correspondence Template

Event Session Setup

Adding an Event Session

Navigating to the Events Session Profile

Adding a Session Fee

Editing Session Fee Information

Associating a Room with a Session

Adding a Session Location for Online Display

Adding a Session Sponsor Description for Online Display

Event Track Setup

Adding Tracks for an Event

Adding Sessions to Event Tracks

Event Speaker Management

Creating a Speaker Profile

Assigning a Speaker to a Session

Navigating to the Speaker Profile

Adding a Speaker Biography

Adding a Speaker Introduction

Adding Speaker Honorarium Information

Adding Speaker Ranking Information

Uploading Speaker Documents

Deleting an Uploaded Speaker Document

Assigning a Presentation Topic to a Speaker

Confirming a Speaker

Cancelling a Speaker

Finding a Speaker

Viewing a List of Speakers

Adding or Editing Speaker Information

Enabling Speaker Information Online

Event Education Credits, Scores, and Grades

Setting up Education Credits for a Product

Importing Event and Session Scores

Setting up Education Credits for an Event

Paying for an Education Credit

Processing EDU Credits for Events

Event Registration Management

The Event Registration Wizard

Miscellaneous Event Registration

Exhibit navigation

Navigating to the Exhibit Show Profile

Navigating to the Exhibitor Profile

Navigating to the Exhibitor Contract Profile

Exhibit List Setup

Setting Up Exhibit Show Categories

Setting Up Exhibit Show Types

Setting Up Booth Types

Setting Up Booth Categories

Exhibit Show Setup

Adding an Exhibit Show

Adding Exhibit Show Contract Fees

Adding Exhibit Location Information

Adding Exhibit Sponsor Information

Adding Exhibit Booth Fees

Adding Exhibit Booth Inventory

Uploading an Image for an Exhibit Show

Mass Add Booths

Using the Exhibit Setup Wizard

Exhibitor Contract Management

Purchasing an Exhibitor Contract

Assigning a Booth to an Exhibitor Contract

Adding Personnel to an Exhibitor Contract

Managing an Exhibitor's Profile

Searching for an Exhibitor Contract

Adding Exhibitor Contract Dates

Cancelling an Exhibitor Contract

Cancelling a Booth Assignment

Adding Exhibitor Priority Points

Fundraising Setup

Using the Fundraising Setup Wizard

Design Demographics for Funds

Adding a Price to a Fund

Setting Up Donation Charge Codes

Linking a Purpose to a Fund

Adding a Note to a Fund

Adding a Campaign to a Fund

Adding an Appeal to a Campaign

Purchasing a Fund through iWeb

The Fund Profile

Purchasing a Fund through the Online Store

Enabling a Fundraising Link through Web Site Wizard

Using a Fund's Suggested Amounts

Fundraising Donations

Donating to a Fund on eWeb Using the Donate Now Page

Adding a Donation Purpose when Purchasing Memberships in the Online Store

Requesting a Donation when Paying an Open Order

Requesting a Donation with Membership Purchases in the Online Store

Requesting a Donation during the Membership Renewal Process

Recording a Donation

Fundraising Source Codes

Adding a Fundraising Source Code to a Fund

Reusing a Fundraising Source Code for a Fund

Deleting the Link Between a Fund and a Fundraising Source Code

Adding a Fundraising Source Code to a Campaign

Reusing a Fundraising Source Code for a Campaign

Deleting the Link Between a Campaign and a Fundraising Source Code

Adding a Fundraising Source Code to an Appeal

Reusing a Fundraising Source Code for an Appeal

Deleting the Link Between an Appeal and a Fundraising Source Code

Adding a Fundraising Source Code to a Messaging Template

Member Type (Membership) Setup

Finding Member Types

Member Type Profile

Setting up a Member Type

Setting Up a Lifetime Membership

Setting Up a Calendar-Based Membership

Setting Up an Anniversary-Based Membership

Setting Up a Monthly Membership

Setting Up a Membership with a Grace Period

Setting Up Multiple Memberships

Setting Up Single Memberships

Selling a Membership for Next Year

Selecting the Customer Type for a Member Type

Navigating to the Member Type Profile

Using the Membership Setup Wizard

Adding Membership Dues Rates

Using a Confirmation Template for Member Types

Membership Management

The Member Profile

The Membership Tab

Finding Members

Viewing a List of Members

Navigating to an Individual Member Profile

Adding a Member's Rejoin Date

Changing a Member's Member Status

Adding a Payment for Individual Membership Dues

Cancelling an Individual Membership

Dropping a Membership

Processing Membership Drops

Changing Membership Status Using a Batch Process

Using the Membership Demographics Transfer Process

Organization Membership Management

The Organization Member Profile

Creating a Membership Dues Order

Navigating to an Organization Member Profile

Linking an Individual to an Organization

Adding a Payment for Organization Membership Dues

Cancelling an Unpaid Membership Dues Order

Adding a Payment for the "Bill Me" Payment Method

Creating Membership Dues Invoices for Balance Due

Membership Renewals

Renewing an Individual Membership

Processing Membership Renewals

Renewing Memberships Using E-mail

Renewing a Monthly Membership

Bulk Membership Renewals

Dependent Memberships

Setting Up Dependent Memberships

Purchasing Dependent Memberships

Dependent Membership Attributes

Renewing Dependent Memberships

Multiple Membership Renewals

Membership Dependency Rules

Cancelling Dependent Memberships

Recurring Renewal Memberships

Recurring Renewal Membership Rules

Setting up Recurring Renewal Memberships

Purchasing Recurring Renewal Memberships

Cancelling and Billing Recurring Renewal Memberships

Batch Processing Recurring Renewal Memberships

Benefits Flow Down Overview

Receiving Membership Benefits Through Benefits Flow Down

Viewing a Member's Benefits

Removing Membership Benefits

Membership Terms

Calendar-Based Membership

First Year Proration

Length of Membership

Member Type Available From and To Dates

Member Type Code

Membership Approval

Month to Start Term

Prorate Membership Dues

Start Immediately

Reports and Queries

Working with Report and Queries

Running a Report

Saving a Favorite Report

Uploading the Report Header Image

Running a Query

Saving a Favorite Query

Available Data Elements Page

Working with Query Results

List of Standard Reports

Accounting Overview Reports

Accounting Order Reports

Accounting Financials Reports

Accounting Payment Reports

Accounting Refund Reports

Accounting Fulfillment Reports

Accounting Batch Reports

Administration Overview Reports

Administration Subscription Reports

Administration Merchandise Reports

Administration Miscellaneous Reports

Administration Warehouse Activity Reports

Administration Warehouse Reports

Affiliates Affiliates Reports

Awards Award Entries Reports

Awards Award Judges Reports

Certification Certification Programs Reports

Certification Certificants Reports

Committees Overview Reports

Committees Committees Reports

Committees Members Reports

CRM Overview Reports

CRM Individuals Reports

CRM Contact Request Reports

CRM Members Reports

CRM Organizations Reports

CRM Subscribers Reports

Events Overview Reports

Events Events Reports

Events Sessions Reports

Events Registrants Reports

Events Speakers Reports

Exhibits Exhibitor Reports

Exhibits Booth Personnel Reports

Exhibits Booth Inventory Reports

Fundraising Fundraising Reports

Realtor Reports

Dashboard Reports

Specialized Reports

Batch Preview Report

Creating Membership Dues Invoices for Paid Dues

Exporting Individual Record Information to a File

Exporting Organization Record Information to a File

List Page Reports

Profile Reports

Record Change Log

Subscription Fulfillment Label Report

List of Baseline Queries

Certificant Queries

Charge Code Queries

Committee Participant Queries

Contact Tracking Queries

Customer Queries

Discount Queries

Donation Queries

Donation Pruchase Queries

Email Opt-Out Queries

Event Registrant Queries

Exhibit Contract Queries

Fulfillment Queries

Group Registration Queries

Individual Queries

Invoice Queries

Item Purchase Queries

Mailing List Detail Queries

Membership Queries

Membership Dues Queries

Merchandise Queries

Merchandise Fulfillment Queries

Merchandise Purchase Queries

Messaging Queries

Messaging Log Queries

Organization Queries

Payment Queries

Product Queries

Property Queries

Prospect List Queries

Registrant Session Queries

Speaker Queries

Subscriber Queries

Subscription Queries

Warehouse Queries

Web Site Wizard

Navigating to the Web Site Wizard

My Web Site - Selecting the Web Site Layout

My Web Site - Using the Pre-Defined Visual Theme

My Web Site - Creating Your Own Visual Theme

My Web Site - Uploading the Web Site Header Image

My Web Site - Uploading Content to Your Home Page

My Web Site - Creating Web Site Navigation Links

My Web Site - Creating Custom Links to External Web Sites

My Web Site - Adding Contact Information and Generating the Web Site - Step 4

My Web Site - Confirm Your Settings and Save Your Web Site

Web Site Editor

Navigating to the Web Site Content Page

Navigating to the Web Site Navigation Page

Updating Your Web Site Contact Information

Using Advanced HTML, Javascript, and CSS with Your Web Site

Defining Your Web Site Layout

Choosing a Web Site Template or Visual Theme

Adding a Web Site Page

Adding a Web Site Section

Adding and Editing Web Site Page Content

Reordering and Hiding Web Site Page Content

Adding a Baseline Section

Deleting a Web Site Section or Page

Web Master Edit Mode

Requiring a User to Login for Web Section Access

Requiring a User to Login for Web Page Access

Setting Up Members-Only Web Page Access

Specifying Directory Data Fields

Formatting a Directory Layout

Managing the Order of Your Site Navigation Links

Managing the Order of Your Web Site Navigation Links

Creating a Custom Site Navigation Link

Creating a Custom Web Site Navigation Link

Creating Nested Web Site Navigation Links

Changing the Icons for an Expandable List

Enabling New Visitor Registration

Enabling Show in Directory for New Visitor Registrations

Setting Individual Information Settings for New Visitor Registrations

Setting Organization Information Settings for New Visitor Registrations

Setting Read Only Demographics for New Visitor Registrations

Demographics and New Visitor Registrations

Creating a New Visitor Registration Online for an Individual Record

Creating a New Visitor Registration Online for an Organization Record

Editing and Viewing My Information on eWeb

Online Organization Management

Social Networking

Creating a Facebook App for Integration with netFORUM

Creating a Twitter App for Integration with netFORUM

Enabling Social Networking Fields in eWeb for New Visitor Registrations

Collecting Social Network Information from New Visitors

Including Social Account Information on Individual and Organization Profiles

Editing Social Networking Information on eWeb from the My Information Page

Posting to Social Networking Sites from eWeb

Removing Social Networking Posting Authorization from eWeb

Social Community

MemberFuse Access

Creating and Launching your MemberFuse Site

Activating a Member Type Group in MemberFuse from netFORUM

Activating an Event Group in MemberFuse from netFORUM

Displaying a netFORUM Event in the MemberFuse Calendar

Activating a Committee Group in MemberFuse from netFORUM

iWeb Single Sign On Options for MemberFuse Activated Groups

eWeb Single Sign On Options for MemberFuse Activated Groups

Disabling eWeb Single Sign On Options for MemberFuse Activated Groups

Data Synchronization Between netFORUM and MemberFuse

Initial MemberFuse Roles after netFORUM Synchronization

Deactivating a MemberFuse Group in netFORUM

Excluding an Individual from MemberFuse

Setting Up netFORUM Demographics for Use with MemberFuse Profiles

Web Site Administration

Web Site System Options

Adding The Web Site Administrator Using the Web Site Editor

Navigating to Your Web Site

Posting Subscription Information Online

Posting Merchandise Information Online

Posting Member Type Information Online

Posting Event Information Online

Posting Committee Information Online

Removing a Web Site Header Image

Adding Content to a Custom Page

Copying and Pasting Images into Your Web Site

Creating a Link to an Individual or Organization Directory

Using Price Qualifiers Online

Customizing Content through the Web Content Link

The ExcludeSessionsFromShoppingCart System Option

The EwebShowEarlyRegularLateRegDates Web Site System Option

Web Site User Information

My Transactions

Individual Directory

My Professional Development