Member Management

Member Account Information

• How do I Create or Edit a Member Account?
• How do I Create an Organization Account?
• What is the Member List and How do I Perform an Advanced Member Search?
• How Do I Assign/View a Member ID Number (Barcode/Membership Number) for a Member?
• Can we Approve Online accounts for Residency status?
• How do I Add a Tag to a Member?

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Member Actions

• How Do I Set Up/Remove Community Portal Login Credentials?
• How do I Combine or "Merge" Duplicate Accounts?
• How Do I Move a Member to a Different or New Individual Household?
• How Do I Link/Unlink a Member with/from Another Household?

Marketing and Communications

• How Do I Customize the Email when Sending Invoices to Members?
• Can I send Text Messages through RecDesk?
• How do I send a Bulk Email Campaign?