Settings

The Settings page contains a single entity called SINGLE ENTITY - DO NOT DELETE.

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As its name suggests, do not delete it since it contains practically all the fields that define how your version of Membri 365 behaves.

Each tab of this entity has sections and fields that allow you to change the behavior of your environment. It is therefore possible to make changes to your own environment (if you have the necessary security roles).

Before making a change to this entity, make sure you fully understand the repercussions of such a change by consulting the various tables that follow or by contacting us at support@vendere.ca.

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• Membership Notice
• Create a ticketing translation
• Manage environment images
• Create a translation for the members portal
• Field details

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Membership notice

To activate membership notices, activate the Use Membership Notice field.

From a legislative point of view, you cannot invoice an individual or a company without their agreement. As such, we use membership notices to manage your subscriptions efficiently.

Membership notices basically act like invoices, but they will not be assigned an invoice number until a payment is received. This way, if the notice remains unpaid and you decide to cancel it, no invoice will have been created. Membership notices have a notice number, but they will not break your invoice number sequence in the event of a reversal.

Types of invoices that are considered notices if the use of notices is enabled:

Types of invoices that are considered notices if the use of notices is enabled:

• Membership invoice;
• Delegate Membership Invoice;
• Renewal invoice;
• Upgrade invoice.

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Create a ticketing translation

You can offer the integrated ticketing of Membri 365 in several languages. Go to the Ticketing Translation, sub-grid in the Ticketing section.

Complete the field of the ticketing translation form.

Tab - Translation

Section - General information

Field	Description
Language	Allows you to choose the language for this ticketing translation.

Section - Step 1

Fields	Description
(1) Determinant between the member and his organization	Allows you to customize the words used between the word Member and the Name of the organization during the first registration step.
(2) Account picklist	Allows you to customize the default text to see at the account drop-down list.
(3) Warning	Allows you to customize the warning available during the first registration step of the Membri 365 online ticketing.

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Manage Environment Images

• Navigate to the configuration zone.
• Select the Settings section from the main menu.
• Choose the Pictures tab.
• Using the image selectors, modify the desired image.

Image Type	Location where the image will be used
Full picture	Image that will be used as a logo on: Email template layouts PDFs accompanying email templates
Small picture	Small logo on email template layouts if applicable
External platform pictures	Image that will be used as a logo in the upper corner of: The member portal Online ticketing
External platform small picture	Small logo on the member portal Small logo for online ticketing Small logo for the payment platform (if supported)
Sponsor picture	Image that can be added by the organization to email template layouts.

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Create a Translation for the Members Portal

You can customize the homepage of the members Membri365 portal.

• Access the configuration area;
• Select Settings from the main left menu;
• Choose the Membri Authentication tab;

From the Membri Portal section, you will need to create a translation for the portal, as it allows you to provide your members with multiple distinct translations for the members' portal.

• In the Ticketing translations sub-grid, select the + New Membri Portal Translation button;

After accessing the form for creating the translation of the portal's homepage, fill in the fields.

General Tab

Field	Description
Language	Allows you to choose the language for this portal translation.
Account Page Title	Allows you to customize the name of the account section that will be displayed in the portal for all your members. The title will be displayed at the top of the page providing account information for the member.
Membership credit terms & condition URL	Allows you to insert the URL that redirects the member to the terms and payment modalities for membership fee credits.
Home page	Allows using the rich text field to customize the message on your portal's homepage.

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Field details

Reading key

The reading key helps you to better understand the vocabulary used in this section.

If necessary, use the quick search command on your keyboard Ctrl + F to target the terms you are interested in.

Term used	Explanation
Allows	Fields that can be modified to perform a specific task.
Displays	Field information that cannot be changed
During	Highlight an important step related to the field
If	Prior Action or Other Field Condition
Warning	Important information to take into account related to the field

Tab - Information

Section - Organization information

Fields	Description
Name	Allows you to change the name of the organization that will be put in the emails.
Language	Allows changing the default language used by the organization.
Address	Allows changing the organization's address.
Phone	Allows changing the organization's phone number.
Fax	Allows changing the organization's fax number.
Email Address	Allows you to change the organization's email address that members should contact.
Website	Allows you to change the URL of the organization's website.
LinkedIn	Allows changing the URL of the organization's LinkedIn profile.
Facebook	Allows you to change the URL of the organization's Facebook profile.
Instagram	Allows changing the URL of the organization's Instagram page.
Twitter	Allows changing the URL of the organization's Twitter profile.
YouTube	Allows changing the URL of the organization's YouTube channel.
Logo URL	Allows changing the URL of the organization logo.

Section - Chapter

Fields	Description
Main Chapter	Allows you to edit the main chapter of the organization.
Assign default chapter on creation	Allows you to choose whether the main chapter should be assigned by default when creating a record.
Uses multiple chapters	Allows you to determine if organization members are split into multiple chapters.

Section - Email Settings

Fields	Description
Signature	Allows you to change the organization's signature added to email templates.
Thank-you note	Allows you to edit the organization's thank you note added to email templates.
Email Queue	Allows you to change the mailbox used to send emails from Membri365.
Send membership emails from Inbox	Allows you to determine whether membership-related communications are sent from the owning user's email address or from those identified in the fields below.
Email Queue - Invoices and Receipts - Memberships	If the Send membership emails from representative field is at No; Allows you to determine the mailbox used to send invoices and receipts related to member membership.
Email Queue - Invoices and Receipts - Events	Allows you to determine the mailbox used to send invoices and receipts related to events.
Email Queue - Invoices and Receipts - Sales	Allows you to determine the mailbox that is used to send invoices and receipts related to the sales module.
Email Queue - Renewal notice	If the Send membership emails from representative field is at No; Allows you to determine the mailbox used to send renewal notices.
Email Queue - Ticketing	Allows you to determine the mailbox used to send emails related to the integrated ticketing.
Activate receipts	If you have configured the email template for receipts; Allows Enabling the sending of a receipt email each time a payment is applied to an invoice.
Send Account Statements Automatically	Allows to automatically send account statements to members.
Delay between emails for automatic renewal reminders	Allows you to put a number of days between email reminders if an email was sent manually. The default value is 3 days.
Send Membership Notice	Allows you to choose which entity should receive the Membership notices. If the field indicates Account, notices of membership will, by default, be sent to the email address entered in the email field of the account file. If the field indicates Primary Contact or Manager, communications related to the membership will be sent, by default, to the email address of the primary contact listed on the membership. However, if manager contacts are registered in the account file, they are the ones who will receive the notices of membership. In this case, for a main delegate to receive information related to the membership fee, he must also be registered as a manager contact.
Automatic Renewal Payment Error Template	Allows you to choose the email template to use if the automatic payments don't work.

Section - Synchronization

Fields	Description
Activate Renewals	Allows enabling or disabling the tool responsible for expiring and creating renewals.
Minimum Time to Send Renewals	Allows specifying a date and time before which no renewals can be sent.

Section - Results

Fields	Description
Generate results on creation	Allows you to determine if sales results should be generated. These results allow sales targets to be calculated.
Generate results for	Allows you to determine for which types of sales the system should generate sales results.

Section - Benefits

Fields	Description
Validity of membership credits in months	Allows you to choose the number of months during which benefits are valid.

Section - Credit

Fields	Description
Membership Credit Validity Period (Months)	Allows you to choose the number of months for which membership credits are valid.
Show membership credits on invoices	Allows you to choose whether you want to display membership credits on invoices.
Auto-disabled membership credits	Allows you to determine if membership credits are automatically deactivated at the end of the validity period designated in the Membership Credit Validity Period (Months).
Do not create journal line on credit expiration	Allows you not to create a journal line when credits expire.

Section - Deferred Revenues

Fields	Description
Activate Deferred Revenues	Allows you to determine whether upfront revenue should be activated. A payment applied to a subscription will be divided by the number of months in the subscription term and collected over that many months.
Deferred Revenues at End of Month	If the Activate Deferred Revenues field is set to Yes; Allows you to indicate whether the collection of income received in advance is done at the end of the month or on a specific date each month.
Deferred Payment Monthly Date	If the Deferred Revenues at End of Month field is at Specified Date; Allows you to choose the day of the month on which the deferred income is collected.

Section - Member Settings

Fields	Description
Next Member Number	Allows you to choose the next membership number to use. The field will be automatically updated with an account membership. Default: Last imported member number + 1
New Business Discount valid for (Years)	Allows you to specify a discounted price for new businesses in the membership packages. The system will automatically detect with the Foundation Date field on the account and this parameter if the company is eligible. Default: 1. This field is little used; see Reduced Price for New Business field in membership packages.
Reset Member Since When Registering	Allows you to indicate, when joining an existing account, whether the member field since retains the previous value or if it is reset.
Delay Members Deactivation by X days	Allows specifying the number of days for the grace period. The grace period allows a member to keep their membership benefits after the end of their expired membership fee when they delay paying their renewal bill. At the end of its membership, the renewal handler automatically puts a deactivation date equal to the end date plus the number of days indicated by this parameter (Deactivation delayed and Deactivated on fields on the account). On this date, the renewal handler takes care of putting the non-member account if it still has not paid its renewal. Default: 0.
Indicate deadline reactivate suspended member	Allows adding a period after which it will no longer be possible to reset a rejected renewal. In order to reassign the member role, you will need to create a new membership.
Deadline to reactivate a renewal (days)	If the Specify a time limit to reactivate a suspended member field is Yes; Allows specifying the period (in days) after the renewal date during which a rejected renewal can be reactivated.
Default Newsletter	Allows specifying whether new contacts should have the Newsletter field set at Yes by default. The newsletter is used for synchronization with MailChimp (separate solution to install). When the Newsletter field is set to Yes on the contact, the Email field becomes mandatory. Default: No
Fixed Date Membership Renewal	Allows specifying whether new memberships should be fixed date. If the field is set to Yes, when making a new membership, the Predetermine End Date field is automatically set to Yes and the date is determined by the next 3 fields below (see membership process). Default: No
Fixed date: Day	If the Fixed Date Membership field is set to Yes; Allows you to determine the end date day for fixed-date memberships.
Fixed date: Month	If the Fixed Date Membership field is set to Yes; Allows to determine the numerical value of the month (e.g. January=1, February=2, etc.) of the end date for fixed date memberships.
Minimum Duration (Days)	If the Fixed Date Membership field is set to Yes; Allows you to determine the minimum length of a subscription. If Fixed Membership Date – Today > Minimum Length, then the membership end date will be retained. Otherwise the end date of membership will be increased by one year.
Default value for prorated Membership	If the Fixed Date Membership field is set to Yes; Allows specifying a default value for the Prorated adjustment type field found on the Create Membership form. If this field is empty, members of your organization will need to select an adjustment type for each new membership.
Partial Payment Activates Membership	Allows indicating that dues become active from the moment a payment is made on the membership or renewal invoice rather than when the invoice is paid in full. Default: No
Allow Child Accounts	Allows the use of child accounts. Child accounts have a link to a parent account. The child account cannot have memberships, but it inherits the member status of its parent. Default: No
Membership Start First Day of the Month	Allows indicating that memberships always start on the first of the month. If a membership is paid in the middle of the month, the system will always show the start of its membership on the first of that month, and the end date on the last day of the previous month for the following year. Default: No
Maximum day to start membership next month	If the Membership Start First Day of the Month field is set to Yes; Allows you to choose a certain number of days before your paid membership takes effect on the first day of the next month, rather than the current month. Regardless of the situation, the membership begins as soon as payment is made, even if the official start date comes after the payment date.
Apply member status to all contacts	Allows specifying that the system does not use delegates, but that all contacts in an organization inherit the same status as the account. Waring, this does not block delegates in membership packages, but they should not be enabled. Default: No
Validate membership with discount codes	Allows you to use discount codes for memberships that have promo codes applied.
Membership Approver Role	Allows specifying the security roles that CRM users must have in order to charge for memberships that have promo codes applied.

Section - User Interface Settings

Fields	Description
Use text field for city	Allows the use of a text field for the city. If this field is enabled, it will be possible to enter the name of the city in a free text field rather than necessarily using the search field.
Use text field for province and country	Allows the use of a text field for the province and country. If this field is enabled, the "Province" and "Country" fields become text fields rather than search fields.
Use Address line 2	Allows adding a second address line to your forms. A 2nd address line can be useful for entering apartment numbers, PO box numbers, etc.
Disable Canadian postal code formatting	Allows you to disable automatic formatting of Canadian postal codes when they are entered.
Phone number formatting Type	Allows you to choose the type of automatic formatting for phone numbers when they are entered. National International
Default country code for formatting	Allows you to determine the default value for phone number formatting. Ex.: registering CA for Canada will ensure that phone numbers will, if they contain the right number of digits, be formatted by default according to the North American model. If they contain more numbers, they will be considered international and formatted according to the international standard.
Default Local Time Zone	Allows to determine the time zone used to convert UTC dates and times in email communications and interactions with third-party systems.
Default Time Format	Allows you to choose the default time format used by the system 12 hours 24 hours
Geocoding API Key	Allows adding the API key to use Bing geolocation within your environment. If the field is completed, a map preview generated by the Bing platform will be available when you add an address to a card.
Payment Methods Accepted	Allows you to choose which payment methods you accept within Membri 365 Default: All is selected

Section - Formatted numbers for accounts and contacts

It is possible to assign unique numbers to your accounts and contacts. These account and contact numbers are different from membership numbers.

You can also customize the number format to use for your accounts and contacts. This formatting determines the number of digits used to meet your needs.

Fields	Description
Use a formatted number	Allows formatting numbers for accounts and contacts.
Account Number Format	If the Use formatted number field is at Yes; Allows to determine the number of digits to use for account membership numbers. Example: 0000000000 Account numbers will consist of 10 digits.
Next Account Number	If the Use formatted number field is at Yes; Allows to determine the next membership number for an account. Each time a number is assigned, the number increases by +1.
Contact number format	If the Use a formatted number field is Yes; Allows you to determine the number of digits to use for contact member numbers. Example: 00000000000000 Account numbers will consist of 14 digits.
Next contact number	If the Use formatted number field is at Yes; Allows to determine the next membership number for an account. Each time a number is assigned, the number increases by +1.

Section - Membership Notice

From a legislative point of view, it is not possible to invoice an individual or a company without their agreement. As a result, we use membership notices to manage your subscriptions efficiently. For more information, see the section on membership notices.

Fields	Description
Use Membership Notice	Allows the creation of membership notices numbers on the different types of membership-related invoices.
Membership notice number prefix	If the Use Membership Notice field is at Yes; Specifies the prefix to be added to the beginning of the Membership Notice.
Next membership number	If the Use Membership Notice field is at Yes; Specifies the next number assigned to a review. Each time a number is assigned, the number will be increased by +1.

Section - Event Parameters

Fields	Description
Next Event Code	Allows you to choose the next code to use for your events. Membri 365 automatically assigns a code to each event you create. Each time a contact registers for an event, the code of the latter is added to the hidden field Codes of participating events in the contact card. It is then possible to make requests related to these codes. (Ex. retrieve the list of contacts who have never participated in the event that has the code 25)
Default Event Conditions	Allows you to choose the text that will be used by default for event purchase conditions. If no event conditions are listed in the Event Conditions section; This text will appear on the [%Conditions%] token of the email templates token confirmation. If the Use default conditions field is set to Yes (Default: No) in the Event Conditions section; The conditions of purchase will be displayed at the bottom of the ticket office. Default: Empty
CSV Delimiter	Allows you to choose the delimiter used for participants' Excel reports. English-speaking organization, default: ":" French-speaking organization, default: ";"
Ticketing - Languages supported by default	Allows you to choose the languages supported by default by the integrated Membri 365 ticketing.
Next registration number	Allows you to choose the next registration number to assign. Because the system treats registrations as invoices only upon receipt of payment, this number allows a registration to be quickly identified prior to the billing. With each new registration, this number increases by +1.
Registration Document Prefix	Allows specifying which prefix to add before the registration number.
Using Physical Tickets	Warning, physical tickets must be configured beforehand. Allows the use of physical tickets at your events. You can send tickets in the form of QR codes when a registration invoice is paid. The codes can then be scanned to confirm the presence of participants. To use physical tickets on an event, it is important to generate tickets directly on the event.
Partial Cancellation - Refund Credits	Allows you to determine whether, at the time of partial cancellation of registration, membership credits should be refunded first.

Section - Sales

Fields	Description
Generate Solicitation at Renewal	Allows you to determine whether, when creating a renewal, a renewal solicitation is created at the same time for that member.
Generate Solicitation on Upgrade	Allows you to determine whether, when creating an upgrade, an upgrade solicitation is created at the same time for that member.

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Tab - API, Ticketing and Online payments

Section - API

Fields	Description
API URL	Displays the API route for the URL.
API SCode	Displays the API route for the SCode.
Locali-T API URL	Displays the API route for the Locali-T URL.
Locali-T API SCode	Displays the SCode API route for the Locali-T URL.
Organization ID	Displays the GUID of the organization in SQL Database.
Send Change Summary Emails	Allows specifying a URL to send account and contact change summaries to via the API. A protected route is available to update accounts and contacts. When called, a summary of the changes is made and sent to this address. Default: Empty

Section - Online payments

Fields	Description
Accept online payments	Allows you to indicate whether online payments are accepted. To be valid with the system, the payment information must be in the (table [CDC].PaymentSecret). Default: Yes
Payment Form URL	Displays the URL for the online payment platform. Default Prod: https://pay.locali-t.com/payment/ QA: https://payqa.locali-t.com/payment/ Dev: https://paydev.locali-t.com/payment/
Limit amount for payment	Allows you to specify a payment limit on the online payment platform. If the amount of an invoice is greater than this field, the platform will not let the customer pay. Default: Empty
Default value for automatic payment	Allows payment backup for renewals. If this field is enabled, during an online payment, the person responsible for the payment will be asked if they want to save the card for the default payment. List of supported payment platforms for this field: Moneris
Option to process auto payments	Allows to determine whether memberships created from the organization's website form are billed automatically or need to be manually reviewed and billed through the membership dashboard.
Hide discount codes	Allows you to hide the section that allows you to insert promo/discount codes on the online payment platform.
Specify Paysafe card type	Allows you to specify the type of card that was used during payment for the Paysafe payment platform.

Section - Ticketing

Fields	Description
Use Membri 365 Ticketing	Allows indicating whether the Membri 365 ticketing will be used by the system.
Ticketing URL	Displays the URL to use for ticketing. If you are using the built-in Membri 365 ticketing, it should contain {0} and {1} to dynamically indicate the event ID and organization ID.
URL for modifying participants	Displays the URL for editing participants in a registration after the registration is created. It must be enabled at ticketing setup for each of your events. This URL can be inserted into the registration email template.
Include address in search fields
Service Fees ($)	Allows you to choose the fixed service fee to be added to the online ticketing as indicated in your contract. Default: $1
Service Fees (%)	Allows you to choose the variable service fee to add to the online ticketing as indicated in your contract. Default value: $0
Ticketing Fees refundable	Allows you to choose whether ticketing fees are refundable when canceling a registration. Default: No
Auto assign non-member registration	Allows you to indicate whether the system should attempt to assign a non-member event registration to an existing contact in your environment. Following an online event registration, the system will attempt to match the contact responsible for subscribing to an existing contact in your environment. If the system achieves a perfect match (First Name, Last Name, and Email), it automatically assigns the registration to the account and contact. If a perfect match is not found in the environment, then you will have to manually assign the non-member event registration to an account and contact. Default: No
Use Default Account for Ticketing	Allows specifying whether the section office should use a default account for non-member ticket purchases. Default: Yes
Ticketing Account	If the Use a car account for ticketing field is at Yes; Allows you to choose the account to be used by default for non-member registrations via the ticketing.
Use the Membri login on the ticket office	Allows replacing the standard ticketing identification process with Membri authentication. People who wish to register as members will then have to authenticate themselves to access the corresponding rates.
Ticketing with Authentication	Allows you to specify that a security token obtained through the Membri API is necessary for admission to the ticket office. Process that adds an additional layer of security to your ticket office. Default value: No
JWT Redirection URL	If the Ticketing with Authentication field is set to Yes; Allows specifying where to redirect the member if they are not authenticated with the token.
Hide Contact Selection in Ticketing	Allows you to hide the contact selection in the online ticketing. By default, the ticket office requires an account as well as a contact member of the account for member registrations. In cases where the organization allows anyone from a member company to purchase tickets at the member price, it is possible to hide the contact selection in the ticket office. Default: No

Subgrid - Ticketing translations
Displays a list of translations available for ticketing.
Allows you to edit or create a new translation for ticketing.

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Tab - Membri Authentication

This tab allows you to activate a member area for which each member will have a username and password from your CRM.

Fields	Description
Membri Authentication	Allows the portal for members to update their information. This authentication can also be used on ticketing to provide access to member rates.
Membri Registration Email Template	Allows you to choose the email template that will be used for Member Portal registration.
Reset Password Email Template	Allows you to choose the email template used to reset the password for accessing the Member Portal.
Auto Send Registration Email to Member	Allows to determine if membership automatically sends a member portal registration email.
Activate Email Confirmation	Allows you to enable email confirmation for registering members to confirm their registration before they can access the member portal.
Confirm Email Template	If the Activate Email Confirmation field is at Yes; Allows you to choose the email template that will be used as a member portal registration confirmation email.
Email Confirmation Token Expiration Hours	If the Enable email confirmation field is at Yes; Allows specifying the period during which the registration confirmation token is valid in a number of hours.
Prevent Login Until Email Confirmation	If the Enable email confirmation field is at Yes; Allows specifying whether members can log in to the portal between registration and confirmation.

Section - Membri Portal

Fields	Descriptions
Use Membri Portal	If the portal is activated; Allows members to view the various information related to their card and membership fees and make changes from a URL that you can add to your website.
Redirect URL for Membri Portal	Displays the URL used during a portal registration or password reset, if successful. If this field is empty, the user will only see a success message, but will remain on the current page.
Membri portal startup page	Allows you to customize the text displayed on the home page of your member portal.

Section - Web Access

Fields	Description
Audit Web Access	Allows to determine whether members' portal access history should be kept.
Audit Web Access Results	Allows to determine whether the history of successes and failures to access the member portal should be kept.
Audit Unknown User Failures	Allows to determine whether the history of unknown users' access requests should be kept.

Section - Refresh token

Fields	Description
Activate Refresh Token Process	Allows the token refresh process.
Refresh Token Duration (in days)	Allows to determine the amount of time (in days) the token will be refreshed.
Maximum size for token session

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Tab - Donations

Section - Donations parameter

Fields	Description
Activate donations	Allows creation of donations.
Donations Account	If your members are accounts; If the Enable donations field is set to Yes; Allows you to choose the Account under which donations made by contacts who are not assigned to accounts are registered.
Donations Contact	If your members are contacts; If the Enable donations field is set to Yes; Allows you to choose the default contact to use for donations if the contact is not part of your database.
Default Product	Allows selecting the system product that will be used by default for donation invoice lines.

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note

Still unsure? Contact us - support@vendere.ca