Introduction
Address and Communications
Validate Addresses - Access the Memberbase dashboard. - Navigate to the “contact's section”. - Click on the “view more” button on the top left area of the selected contact. - Right click on the action dropdown below and select validate. - If ...
Manage Organisation
Create an Organisation - Access the Memberbase dashboard. - Navigate to the "Organisations" section. - Click on the “Quick Create” or “Create an Organisation” button. - Enter the organization's information, such as the organization name, address, ...
Manage Contacts
Create a Contact - Access the Memberbase Dashboard. - Navigate to the "Contacts" section. - Click on Quick Create/ Create Contact. - Enter the contact's information, such as their name, Birth Date on the Contact Info tab then, - Click on the ...
Stakeholder management
Stakeholder management is a crucial part of running any membership organization, and Memberbase makes it easy for you to stay on top of it all. But what exactly do we mean by stakeholders? In Memberbase, stakeholders refer to the individuals and ...
Business Units
Okay, so let's dive a little deeper into Memberbase features. One of the unique concepts within Memberbase is the idea of Business Units. But what exactly is a Business Unit and why would you want to use it? Well, a Business Unit is like a ...
Introduction
Introduction Hey there! Let me tell you about Memberbase. It's a powerful system designed for small to medium-sized membership organizations. Whether you run a club, association, or any kind of membership-based group, Memberbase can help you keep ...