2b. Set Up and Configure The Member Record

Welcome to "Configuring The Member Record," the Sub-menu to the Member Menu,  Here you will learn how to configure all thirteen of the tabs in the member record.  

• Since there are thirteen tabs attached to the member module database, we will break these items down into separate videos for easier understanding
•  Simply click on the feature that you wish to train on and you will be taken to a short but complete training video that leads you through the setup and function of each category in OBM.
•  Some of the sessions will have two or three videos that address different areas of that particular function.

Do as many sessions as you want, and return as often as you like. When you are finished with a session, you can either click on either the "Return to Configuring The Member record" or the “Return to Configuration Menu” links at the bottom of the page to continue your training.  Under the "2. Members" tab at the top of the page, there is also a sub tab for "2b. Configuring the Member record."