Members Module - Revision history

N.paul: /* Creation of Member types */

2024-10-28T06:23:34Z

Creation of Member types

← Older revision		Revision as of 08:23, 28 October 2024
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	The new member type will be saved.		The new member type will be saved.



			[[File:Member_type.PNG\|center\|link=]]

	== Creating a member ==		== Creating a member ==

N.paul: /* Creation of Member types */

2024-10-17T06:39:51Z

Creation of Member types

← Older revision		Revision as of 08:39, 17 October 2024
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	[[File:Member_type_2.PNG\|center\|link=]]		[[File:Member_type_2.PNG\|center\|link=]]


			You can now create member types while creating new members. All you need to do is to follow the steps of new member creation, which are home -> members -> new. Now, you will see a small plus icon beside the box designated for member types. You need to click on the plus icon, which will redirect you to the member type creation page. You need to fill all the criteria and hit save when you are done.

			The new member type will be saved.

	== Creating a member ==		== Creating a member ==

N.paul: /* Creating business cards */

2022-12-27T07:48:55Z

Creating business cards

← Older revision		Revision as of 09:48, 27 December 2022
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	'''Member menu (from main menu) -> Generation of cards for members -> Choose the suitable option among the three available options -> Build doc -> The business card will be downloaded'''		'''Member menu (from main menu) -> Generation of cards for members -> Choose the suitable option among the three available options -> Build doc -> The business card will be downloaded'''


			[[File:Business_cards_1.PNG\|center\|link=]]




			[[File:Business_cards_2.PNG\|center\|link=]]




			[[File:Business_cards_3.PNG\|center\|link=]]

	== Adding different files ==		== Adding different files ==

N.paul: /* Adding different files */

2022-12-26T05:49:18Z

Adding different files

@@ Line 52: / Line 52: @@
 == Adding different files ==
 For adding files to the member cards, you just need to follow the steps, '''Member menu (from main menu) -> List -> Choose the concerned member -> Linked files tab -> Attach a new file/document -> browse -> upload -> your files will be linked.'''
 == Creating a third-party from a member ==
 If you want to create a company or a third-party from a member, then all you need to do is to open the member card and click on the option of “create a third-party”. When you click on this option, a confirmation box will open in which there will be a criteria of Company Alias. The name of the member will be reflected in this criteria, but you can edit it and add any other alias as per your requirements.

N.paul: /* Functionalities of Member Module */

2022-12-12T07:40:34Z

Functionalities of Member Module

← Older revision		Revision as of 09:40, 12 December 2022
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	== Adding different files ==		== Adding different files ==
	For adding files to the member cards, you just need to follow the steps, '''Member menu (from main menu) -> List -> Choose the concerned member -> Linked files tab -> Attach a new file/document -> browse -> upload -> your files will be linked.'''		For adding files to the member cards, you just need to follow the steps, '''Member menu (from main menu) -> List -> Choose the concerned member -> Linked files tab -> Attach a new file/document -> browse -> upload -> your files will be linked.'''

			== Creating a third-party from a member ==
			If you want to create a company or a third-party from a member, then all you need to do is to open the member card and click on the option of “create a third-party”. When you click on this option, a confirmation box will open in which there will be a criteria of Company Alias. The name of the member will be reflected in this criteria, but you can edit it and add any other alias as per your requirements.

N.paul: /* Functionalities of Member Module */

2022-12-12T07:02:18Z

Functionalities of Member Module

← Older revision		Revision as of 09:02, 12 December 2022
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	'''Member menu (from main menu) -> Generation of cards for members -> Choose the suitable option among the three available options -> Build doc -> The business card will be downloaded'''		'''Member menu (from main menu) -> Generation of cards for members -> Choose the suitable option among the three available options -> Build doc -> The business card will be downloaded'''

			== Adding different files ==
			For adding files to the member cards, you just need to follow the steps, '''Member menu (from main menu) -> List -> Choose the concerned member -> Linked files tab -> Attach a new file/document -> browse -> upload -> your files will be linked.'''

N.paul: /* Functionalities of Member Module */

2022-12-12T06:59:22Z

Functionalities of Member Module

← Older revision		Revision as of 08:59, 12 December 2022
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	== Creating or renewing subscription ==		== Creating or renewing subscription ==
	The users can easily add new member subscription or renew an existing subscriptions without investing much effort. For entering a new subscription the users need to select '''New Subscription''' menu. All the important information need to be filled along with the member name and member type, as without these two data, it will be impossible to add new subscription.		The users can easily add new member subscription or renew an existing subscriptions without investing much effort. For entering a new subscription the users need to select '''New Subscription''' menu. All the important information need to be filled along with the member name and member type, as without these two data, it will be impossible to add new subscription.

			== Creating business cards ==
			Generating business cards for the members are easy with Tactic. All that you have to do is to follow the mentioned steps,

			'''Member menu (from main menu) -> Generation of cards for members -> Choose the suitable option among the three available options -> Build doc -> The business card will be downloaded'''

N.paul: /* Setup */

2022-11-21T07:47:38Z

Setup

← Older revision		Revision as of 09:47, 21 November 2022
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	There is no need of installing this module, as it is already included within Tactic services.		There is no need of installing this module, as it is already included within Tactic services.
	= Setup =		= Setup =
	For using this module the users need to enable it by using an administrator account. The menu options for activating this module are: '''Home –> Setup – > Module'''. The users then need to click on '''Activate'''. The modules will be activated after completing this step. The settings icon {{#fas:cog}} will be visible at the end of the module box, the users can click in that to access setup.		For using this module the users need to enable it by using an administrator account. The menu options for activating this module are: '''Home –> Setup – > Module'''. The users then need to click on '''Activate'''. The modules will be activated after completing this step. The settings icon {{#fas:cog}} will be visible at the end of the module box, the users can click in that to access further setup for this module to access the functionalities in a better way.

	= Functionalities of Member Module =		= Functionalities of Member Module =

N.paul at 10:00, 1 July 2022

2022-07-01T10:00:46Z

← Older revision		Revision as of 12:00, 1 July 2022
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	[[File:Member_type_1.PNG\|center]]		[[File:Member_type_1.PNG\|center\|link=]]


	[[File:Member_type_2.PNG\|center]]		[[File:Member_type_2.PNG\|center\|link=]]

	== Creating a member ==		== Creating a member ==
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	[[File:Member_1.PNG\|center]]		[[File:Member_1.PNG\|center\|link=]]


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	[[File:Member_2.PNG\|center]]		[[File:Member_2.PNG\|center\|link=]]


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	[[File:Member_3.PNG\|center]]		[[File:Member_3.PNG\|center\|link=]]


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	[[File:Mem_modi.PNG\|center]]		[[File:Mem_modi.PNG\|center\|link=]]

	== Creating or renewing subscription ==		== Creating or renewing subscription ==
	The users can easily add new member subscription or renew an existing subscriptions without investing much effort. For entering a new subscription the users need to select '''New Subscription''' menu. All the important information need to be filled along with the member name and member type, as without these two data, it will be impossible to add new subscription.		The users can easily add new member subscription or renew an existing subscriptions without investing much effort. For entering a new subscription the users need to select '''New Subscription''' menu. All the important information need to be filled along with the member name and member type, as without these two data, it will be impossible to add new subscription.

Admin: /* Creating a member */

2022-04-18T07:27:06Z

Creating a member

← Older revision		Revision as of 09:27, 18 April 2022
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	* For modifying the information related to the members, '''Modify''' option needs to be selected		* For modifying the information related to the members, '''Modify''' option needs to be selected


			[[File:Mem_modi.PNG\|center]]

	== Creating or renewing subscription ==		== Creating or renewing subscription ==
	The users can easily add new member subscription or renew an existing subscriptions without investing much effort. For entering a new subscription the users need to select '''New Subscription''' menu. All the important information need to be filled along with the member name and member type, as without these two data, it will be impossible to add new subscription.		The users can easily add new member subscription or renew an existing subscriptions without investing much effort. For entering a new subscription the users need to select '''New Subscription''' menu. All the important information need to be filled along with the member name and member type, as without these two data, it will be impossible to add new subscription.