Introduction and Overview of New Account Managers Function (00:00:06)
- Janna Marks begins the session and starts sharing her screen.
- Announces the focus of the 10-minute training: the new account managers function in version 24.1.
- Emphasizes the need for a refresher on this new feature.
Setting and Managing Account Managers (00:00:36)
- Demonstrates how to view if an account manager is set for an organization, using the example of Acme Company.
- Shows how to edit the account manager from the staff page.
- Explains that you can add or remove account managers and have multiple account managers for an organization.
Functionality of the Account Managers Feature (00:01:30)
- Logs in as John Smith to show the “My Accounts” feature, which displays organizations John Smith is the account manager for.
- Highlights the usefulness of this feature for larger organizations to track assigned account managers.
- Demonstrates searching for account managers and viewing which organizations they are assigned to.
- Summarizes the basic functionality of the account managers feature and its benefits for tracking.
Questions on Excluding Records with No Email Address (00:02:49)
- Andrea Castilow asks if records without email addresses can be excluded from a list.
- Janna explains how to use the query builder to add an exclusion criterion to remove individuals without email addresses from the list.
- Demonstrates the steps to create and apply this criterion.
Identifying New Member Companies by Fiscal Year (00:05:53)
- Andrea inquires about generating a report to identify new member companies by fiscal year.
- Janna explains how to use the Advanced Organization Search and Organization Query Builder to search for new memberships by application year.
- Addresses Andrea’s concern about including renewals and suggests using the application data to get accurate results.
Meeting Calendar and Custom URLs (00:18:50)
- Andrea asks about linking directly to a WordPress page from the meeting calendar for their annual meetings.
- Janna shows how to set a related URL and configure the calendar link to go directly to the specified website URL.
- Demonstrates the steps to ensure the calendar event redirects to the desired WordPress page.
Adding “Save the Date” to Calendar Events (00:21:46)
- Carol asks about adding a “Save the Date” notification to the calendar.
- Janna demonstrates how to set up a basic meeting event and add additional text, such as “Save the Date,” to the calendar view.
Membership Report Enhancements (00:16:40)
- Carol inquires about adding the payment date to the membership report.
- Janna suggests submitting a work request for this enhancement to be considered for future releases.
Wrap-up and Next Session Information (00:25:51)
- Janna mentions the next Q&A session scheduled for August 14th and encourages participants to send questions in advance if they cannot attend.
- Concludes the session by wishing everyone a great summer and addressing any final questions.