| 7.Managing Your Accounts
Edit Members
Delete Members
Associate Members
Unassociate Members
Search Contacts
Groups
Adding to Groups
Call Restriction
Poison Pill
Sending Text Messages
7.1 Edit members
Select the desired Account name from the list and click "Edit Selected" tab
The Edit Member Account page appears and you can make the appropriate edits
Once you finish, click the "Save" button to save the changes or select the "Cancel" button to go back to the Corporate Accounts page
7.2 Delete Member
Select member(s), click "Delete Selected" option
A pop-up message is displayed to confirm deletion
The selected member account is deleted successfully
On deleting, the member account is terminated and is no longer available to access the contacts or events. Both web interface and Phone logins are disabled
7.3 Associate Members
Select the member and click on the "Associate Member" option.
The system adds the member to the group.
The member is now added as an Associate member.
The change is indicated with a two sided arrow icon on the status field. Once added to the Associated Member group the associated member receives the contacts from his/her corporate group.
Note: To associate multiple contacts, select the contacts and hit "Associated Member".
7.4 Unassociate Member
Select the associated member and choose the ‘Un-Associate Member’ tab.
The selected member gets Unassociated.
Once the selected member is Unassociated from the group, all the corporate contacts are deleted from the member account.
No icon shows up for unassociated member under the status field.
Note: To change an Associated member to an Unassociated member, the selected contact should be removed from the group first & then Unassociated.
7.5 Search Contacts
Select one of the members from the alphabetical list or use one of the two search functions: (1) the A-Z Legend Search or the (2) Field Search
A-Z Legend Search
Select a letter from the Alphabet Legend (A-Z) to display all the member names beginning with that letter
Selecting "All" option, lists all of the members in alphabetical order
Use "Next" and "Previous" buttons to move from page to page to view all the members with names beginning with that letter
Note: By default, names are displayed in the order: First Name - Last Name. This can be changed to Last Name, First Name under the options tab
7.6 Field Search
Select the "Member Accounts" tab. The Field Search area is located below the A-Z Legend.
Enter your keyword(s) in either of the three search fields: "Last Name", "First Name" or "Company/Organization".
To submit your search select the "Search" button or use the "Enter" key on your keyboard.
The members that match the search criteria will be displayed in alphabetical order.
Select the name you wish to display details. Use "Next" and "Previous" to move from page to page.
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