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Sales process
Forum: Sales Questions
Last Post: Gray
2018-02-03, 11:43 AM
» Replies: 0
» Views: 1,694
Adding member addresses
Forum: How To Guides
Last Post: admin
2017-04-23, 12:30 PM
» Replies: 0
» Views: 5,544
Adding members
Forum: How To Guides
Last Post: admin
2017-04-23, 12:19 PM
» Replies: 0
» Views: 3,518

 
  Sales process
Posted by: Gray - 2018-02-03, 11:43 AM - Forum: Sales Questions - No Replies

The system is hosted for you so there there is very little work needed from your side.

  • Send an email to sales (sales @ chadmin.biz) with ALL of the following information:
    Full Church Name:
    Church website:
    Name of Contact Person:
    Church contact email:
    Church telephone number:
    Church address:
    Billing address (if it differs):
    Be sure to state that you are signing up for an instance of Chadmin.
  • You will be sent an email with an invoice for the licence & setup fee.
  • Make the payment (via EFT preferred) and send proof of payment to sales @ chadmin.biz
  • It typically takes about one business day to process the request and set up the new instance.
  • Once it has been set up, you will be sent an email with your brand-new Chadmin web-address,
    and the login details that have been added using the contact person's information.
    You will also be sent the user manual (pdf).
  • It is also possible to change your Chadmin address to something like: chadmin.mychurchwebsite.com
    Just ask your IT person to contact our support team (support @ chadmin.biz) to arrange it.
If you have any questions about this, please register here (just your name and email needed) and post your questions, or if you would prefer, send an email to our sales team (sales @ chadmin.biz).

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  Adding member addresses
Posted by: admin - 2017-04-23, 12:30 PM - Forum: How To Guides - No Replies

Background
An address represents a single residence or postal address.
All the people that reside at an address should be linked to that address.
All the people receiving post at an address should be linked to that address.
A single address can be the postal and the residential address for a number of people, in which case each person would be linked to that address twice - once with Address Type = Residential, and once with Address Type = Postal.

Steps
Search for the member under Members > Search;
In the block for Addresses, click on [Add];
Fill in the address information;
Add members by typing in the members' lastname, a comma and then their firstname.  e.g. Soap, Joe
Select the member from the list that appears;
Select the correct Address Type from the drop-down for that line;
Add additional lines for additional members as needed.

See the video below for more details:


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  Adding members
Posted by: admin - 2017-04-23, 12:19 PM - Forum: How To Guides - No Replies

Steps
Go to members > search;
Click on [Add] button;
Fill in the necessary fields;
Click on the [Save] button.

Steps for family members

For each member, add as above, except select the correct Family Role from the drop-down;
Under Head Member, type in the head members' lastname, a comma and then the firstname.  e.g. Soap, Joe and select from the list that appears.

See the video below for more



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