Member Management Team: Difference between revisions
From Pumping Station One
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* Resolve the pending ticket(s) in Member Payments:deathrow if any | * Resolve the pending ticket(s) in Member Payments:deathrow if any | ||
otherwise create a new profile: | otherwise create a new profile on the member's site: | ||
* Click on the "+ Person" button to create a new profile. If this new page is not saved, the contents will be discarded and no new record will be created in the backend database | * Click on the "+ Person" button to create a new profile. If this new page is not saved, the contents will be discarded and no new record will be created in the backend database | ||
* Enter the First and Last name of the member - PayPal will provide this in registration email, however frequently member's use a Paypal account used for a business and so the name field might not be accurate (someone may gift a membership or otherwise pay on someone else's behalf) | * Enter the First and Last name of the member - PayPal will provide this in registration email, however frequently member's use a Paypal account used for a business and so the name field might not be accurate (someone may gift a membership or otherwise pay on someone else's behalf) | ||
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* Save the record and send the welcome email to the new member by clicking "Email"->Welcome to PS:One!" | * Save the record and send the welcome email to the new member by clicking "Email"->Welcome to PS:One!" | ||
* Mark the ticket resolved, no need to move it to any other queues | * Mark the ticket resolved, no need to move it to any other queues | ||
* Quickbooks automatically creates new Quickbooks member profiles (different from the member's site), when importing transactions through the PayPal app | |||
== Suspension == | == Suspension == | ||
