Association Report Names Screen

One of the benefits of SAMS C/S is the ease in which you can communicate with your members - this includes invoices, statements, packing slips, etc.

In order to take advantage of this benefit, you must place the name of the appropriate report on this tab.

When creating the member invoice, you will have to set up a parameter named membno.

You will also notice a field for RelayFax email.  This needs to filled in with the email address that will be dedicated to RelayFax.

 

Related Topics

 

Association Info Reports Tab

 

OE Packing Slip

Enter the Crystal report name for the Order Entry packing slip.  When you right click within the order entry screen you can create a packing list for this one order.

OE Invoice

Enter the Crystal report name for the order entry invoice.  When you right click within the order entry screen, you can create an invoice for this one order.

OE Statement

Enter the Crystal report name for your order entry statement.  This can be accessed from the order entry screen to email a statement for all outstanding invoices for this individual.

OE Sales Order

Enter the Crystal report name for your order entry sales order.  You can use this feature within the order entry module to send a sales order for a single order.

Memb Invoice

Enter the Crystal report name for your member invoice.  You will have to set up a parameter named membno.

Memb Fact Sheet

Enter the Crystal report name for your member fact sheet.  This fact sheet will enable you to use the right click function from the member record and print a complete info page on the selected member.

CB Fact Sheet

Enter the Crystal report name for the fact sheet that lists all your pending calls, Indv. names, phone numbers, etc.  You can right click with Call Backs to get a complete view of this individual.

Amount 1,2,3,4

Enter the headers for these fields. These fields appear on the Trade Members second screen under the Financial tab.

Memb App URL

If your association uses SAMS Web Apps, enter the URL for the Applications here.

Contact Email

Enter in the email address of the contact person.

Memb Only URL

If you are using Semarca's New Membership Verification Web tool, enter the URL that an active member should be directed to.  If a member is not an active member, they will see a message stating such and they will be directed back to the association's web pages.

RelayFax Email

If you are using RelayFax for you broadcast/group fax activities, enter the appropriate email address.  For more information, contact The Semarca Corporation at (512) 343-1049.