Lists

This section of the Configuration menu contains several lists that are in your database. The search fields of the various forms are always associated with a list.

Here are those which are accessible to you in the Configuration menu:

tip

Regardless of the list, you can always delete an item by checking it and selecting Delete from the toolbar.

Cities

This is the list of all the cities that you can select using a search field. Membri 365 already provides you with a list of cities to make sure there are no duplicates due to different spelling when creating a city.

This page allows you to consult the cities which are part of this list, to modify them if necessary and to create new ones.

Create a city

tip

This process is also described here.

Select + New in the toolbar to open the New City form
Enter the name of the city in the Name field
Indicate in which province this city is located using the magnifying glass to browse your list of provinces
Select Save & Close in the toolbar to complete the creation of this city

Provinces

This is the list of all provinces that you can select using a search field when entering an address.

Create a province

Here is the procedure for adding a province to your database:

Select + New in the toolbar to open the creation form New Province
Enter the name of the province to be created in the Name field
Indicate in wich country this province is using the magnifying glass in the Country field to browse your list of countries
Indicate the default tax group to be applied to all invoices intended for an account with its address in this province by search your list of tax groups using the magnifying glass in the Default Tax Group field
Select Save & Close in the toolbar to complete the creation of this province

Countries

This is the list of all the countries that you can select using a search field when entering an address.

Create a country

Here is the procedure for adding a country to your database:

Select + New in the toolbar to open the creation form Create Country
Enter the name of the country to be created in the database
Indicate the abbreviation associated with the country in the Short name field (Canada = CA)
Select Save & Close in the toolbar to complete the creation of this country

Activity sectors

When you create an account, you can indicate the sector of activity in which this account operates.

This page allows you to consult, modify and create activity sectors.

info

Keep in mind that activity sectors are a large category that can be specified using sub-sectors.

Create an activity sector

tip

The process of creating an activity sector is also described in the creating an account section.

Select + New in the toolbar to open the New Activity Sector form
Enter the name of the sector you are creating in the Description field
It is also possible to associate a code to this sector.
Select Save & Closein the toolbar to complete the creation of this sector of activity

Activity sub-sectors

The sub-sectors of activity are sub-categories which make it possible to specify the sectors of activity.

This page allows you to consult, modify and create sub-sectors of activity.

Create an activity sub-sector

Select + New in the toolbar to open the New Activity Sub-Sector form
Enter the name of the sub-sector you are creating in the Name field
Using the search field Activity Sector determine to which sector of activity to link the sub-sector
- Select the magnifying glass to access your list of activity sectors
- Choose the appropriate sector
Select Save & Close in the toolbar to complete the creation of this sub-sector of activity

Chapters

The organization into chapters makes it possible to manage the different branches of an organization.

When creating and/or joining a new account, it is possible to assign it to chapters (main and secondary). By default, the account will receive the email templates that are indicated in the main chapter file to which it is assigned.

Create a chapter

Select +New in the toolbar to open the form New Chapter

General

Complete the various mandatory and optional fields in the boxes of the General tab

Fields	Description
Name	Name the chapter has in the environment

Billing

Complete the various mandatory and optional fields in the boxes of the Billing tab

Billing

Membri 365 allows you to have different email templates for almost all types of invoices. Assign the appropriate templates to each invoice type.

Fields	Description
Regular Invoice Email Template	Invoice template that will be applied to all invoice types where no template is specified
Member Registration Invoice Email Template	Email template that is sent at the end of the membership registration process
Renewal Invoice Email Template	Email template that is sent when a renewal is approved
Manual Invoice Email Template	Email template that is sent after creating a manual invoice
Mandate Invoice Email Template	Email template sent when a Mandate type solicitation is won and invoiced
Annual Sponsor Invoice Email Template	Email template sent when an Annual Partner solicitation is won and invoiced
Event Registration Invoice Email Template	Email template sent at the end of the event registration process
Event Sponsor Invoice Email Template	Email template sent when an Event Partner type solicitation is won and invoiced
Email Thank-You Note	Thank you note that comes at the end of invoice emails.

Received

Fields	Description
Default receipt email template	Receipt template that will be applied to all receipt types for which no template is specified
Member registration receipt email template	Email template sent upon full payment of a membership invoice
Renewal receipt email template	Email template sent upon full payment of a renewal invoice

Renewal

Complete the various mandatory and optional fields in the boxes of the Renewal tab

Fields	Description
Renewal Email Template	Email template sent as renewal notice when member's dues are about to end

Ticketing

Complete the various mandatory and optional fields in the boxes of the Ticketing tab

Fields	Description
Ticketing Confirmation Email Template	Email template sent when an event registration is completed on the integrated ticket office
Event Registration Reminder Email Template	Email template sent to attendees registered for an event and the person responsible for registration if reminders were scheduled during the design of an event

Account status

Complete the various mandatory and optional fields in the boxes of the Statement of account tab

Fields	Description
Account Status Template	Email template sent to accounts with open invoices

Assign a chapter to an account

Select an account file
Select the Details tab
In the Chapters box, use the search fields Main chapter and Secondary chapter

Refusal Reasons

This list refers to the reasons members may have for refusing to renew their membership.

Create refusal reason

Select + New in the toolbar to open the New Refusal Reason form
Enter the name of the refusal reason that you created in the Name field
If necessary, enter a description of this reason to specify it
Select Save & close in the toolbar to complete the creation of the refusal reason

Product Configurations

Product configurations have been replaced byproducts

Questions

This list refers to questions that accompany activities when creating events.

These questions can be selected during activity creation using a search field so that they appear on the integrated ticketing registration form. It is therefore not necessary to recreate the same question several times.

You can create questions during the activity creation process or from this page.

Create a question

tip

This process is also described in the process of creating an activity.

Select + New in the toolbar to open the New Question form
Enter the wording of the question in the Question field(1)
Choose a type of question in the Type field (2)

Types	Description
Text	The answer to the question will be a text field in which participants can write their answer.
Yes / No	The answer to the question must be yes or no. Participants will have no other choice.
Choice	The participant can pick an answer from multiple choices. You will then need to create each of the choices in the Response Choices box that will appear after selecting this type of question.

Indicate if the answer to the question is mandatory to continue the registration process in the Response Required field (3)
Select Save in the toolbar to complete the creation of your question or to have access to the fileds of the Response Choices box (4)
If your question is of the multiple choices type, create the various choices by selecting + New Choice in the Response Choices box (5)
Complete the Quick Crate: Choice form by entering the wording of the choice (6)
Select Save & close to validate the creation of this choice (7)
Repeat steps 5 to 7 to create the other answer choices associated with this question
Select Save & Close in the toolbar to create this question in your list (8)

note

Still uncertain? Contact us - support@vendere.ca

Cities​

Create a city​

Provinces​

Create a province​

Countries​

Create a country​

Activity sectors​

Create an activity sector​

Activity sub-sectors​

Create an activity sub-sector​

Chapters​

Create a chapter​

General​

Billing​

Billing​

Received​

Renewal​

Ticketing​

Account status​

Assign a chapter to an account​

Refusal Reasons​

Create refusal reason​

Product Configurations​

Questions​

Create a question​

Cities

Create a city

Provinces

Create a province

Countries

Create a country

Activity sectors

Create an activity sector

Activity sub-sectors

Create an activity sub-sector

Chapters

Create a chapter

General

Billing

Billing

Received

Renewal

Ticketing

Account status

Assign a chapter to an account

Refusal Reasons

Create refusal reason

Product Configurations

Questions

Create a question