Creating Membership

Owned by Demetria Jones-Davis
Last updated: Sept 15, 2020Version comment
1 min read
Click here to download pdf version


When adding a new membership subscription to a non-existing contact, you can follow the below steps.


PLEASE NOTE:

IN THE INTERIM, CONTACTS THAT REQUIRE AIA.ORG LOGINS WILL ALSO HAVE TO BE CREATED IN NETFORUM AS A TEMPORARY WORKAROUND.

ONCE THE CONTACT IS CREATED IN FONTEVA AND IN NETFORUM, THEY WILL HAVE TO BE LINKED IN THE FONTEVA CONTACT.

PLEASE REFERENCE HERE HOW TO CREATE CONTACTS IN THE INTERIM.


To create a new contact:

  1. From the Home Screen, click on the Contacts tab or launch Contacts from the App Launcher.

       2. On the Contacts screen, click New to add a contact record.  

This will open a pop-up window for adding the details of the contact.

    

       3. Complete all relevant sections.  Note: the asterisk ("*") indicates required fields (i.e. Last Name).

       4. Once complete, click Save.

VIDEO TUTORIAL: Creating a Contact




If the company does not exist in the database, you can add the account record following the below steps.  

To add an account:

  1. From the Home screen, click on the Accounts tab or Launch Accounts from the App Launcher.

       2. On the Accounts screen, click New to add an account record.

    This will open a pop-up window for adding the details of the account.

   

       3. Complete all relevant sections.  Note: the asterisk ("*") indicates required fields, (i.e. Account Name).

            a.  Please be sure to include a Billing Address.  If needed, a different address for Shipping can also be added.

            b.  If the Billing and Shipping addresses are the same, add them to both sections

            c.  Make a selection for the Account Primary Address Type is displaying

       4. Once complete, click Save.***


***IMPORTANT NOTE

Before saving confrim that the Account Primary Address Type is defaulted to "Billing."

If no selection is made, before to select using the drop down and select "Billing" or "Shipping"  








To add an account while creating a contact record:

Click on New Account in the Account Name drop-down, and follow steps 3 and 4 above.

VIDEO TUTORIAL: Creating an Account



To create a sales order:

  1. From the contact record, click on the down arrow in the top right of the record.  Select Rapid Order Entry from the drop down.

You will be directed to the Rapid Order Entry screen.

     

       2. Items can be searched and selected in the Item Quick Add box. 

       3. Click Add to Order once the correct line item populates.

       4. Once all items have been selected and reviewed, select Go to create the sales order.