Draft:Video Presentation (Dolibarr features) - Membership management: Difference between revisions

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Draft:Video Presentation (Dolibarr features) - Membership management (view source)

Revision as of 22:13, 31 March 2021

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→‎Storyboard for Membership Module
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|Thank you for watching this video tutorial. Visit www.dolibarr.org to learn more.
|Thank you for watching this video tutorial. Visit www.dolibarr.org to learn more.
|Vielen Dank, dass Sie sich dieses Video-Tutorial angesehen haben. Besuchen Sie www.dolibarr.org, um mehr zu erfahren.
|Vielen Dank, dass Sie sich dieses Video-Tutorial angesehen haben. Besuchen Sie www.dolibarr.org, um mehr zu erfahren.
|}
'''Translation in Dutch'''
'''Video Title:''' Verwaltung von Mitgliedschaften in Dolibarr
{| class="wikitable"
|'''Voice Over in English'''
|'''Voice Over in Translated Language Dutch'''
|-
|Welcome to this video tutorial about the Dolibarr ERP and CRM system. In this video, we will look at how to use the “Members” module for managing foundation members in Dolibarr.
|Welkom bij deze video tutorial van het Dolibarr ERP en CRM systeem. In deze video laten we zien hoe de module 'Leden' werkt voor het bijhouden van een ledenadministratie voor uw vereniging of stichting.
|-
|'''Prerequisites'''
|'''Voorbereiding'''
|-
|Activate the module "Members" from the menu Home - Setup - Modules.
|Activeer de module 'Leden' in het menu Home->Setup->Modules
|-
|Grant permission on the “Members” module for your users.
For more advanced information on how to setup permissions to users, you can watch our video "Users, Groups and Permissions".
|Wijs de rechten op de modules toe aan uw gebruikers. Voor meer informatie over het toewijzen van rechten aan de gebruikers, kun je de video 'Gebruikers & groepen' bekijken.
|-
|'''Creating a Member'''
|'''Een nieuw lid aanmaken'''
|-
|The Members module can be used to manage the members of a foundation and their subscription.
|De Leden module kan gebruikt worden om leden te beheren en hun abonnementen of lidmaatschap.
|-
|Click on the appropriate menu link to add a new member.
|Klik op nieuw lid in het menu leden voor het aanmaken van een nieuw lid.
|-
|Provide a username and password.
|Geef de naam aan en het wachtwoord.
|-
|Choose a member type and the nature of the member.
|Kies het soort of type lidmaatschap en aard van het lid.
|-
|Note that you can create new member types from the Member types menu.
|Merk op dat je nieuwe soorten van lidmaatschap kunt opvoeren in het ledentypes menu.
|-
|Specify if subscription is required and if voting is allowed. Duration defines the membership duration.
|
|-
|Coming back to the member creation process, provide personal details such as the member’s name and address.
Click on the button to create the member.
|
|-
|Once created, the member is in the Draft status. Click on the “Validate” button to validate the member.
|
|-
|The status now changes to “Validated and awaiting subscription”.
|
|-
|'''Adding a Subscription for the Member'''
|'''Een abonnement voor een lid aanmaken'''
|-
|Click on the “Subscriptions” tab and click on the appropriate button to create a subscription.
|
|-
|Choose the subscription start and end dates and enter the subscription amount. Choose the appropriate complementary action.
|
|-
|Note that if the member is linked to a third party, the invoice options can be chosen for the subscription transaction.
|
|-
|Otherwise, you can enter the relevant payment information to capture the payment details for the subscription transaction.
|
|-
|New members can also self-register and self-subscribe using the public self-subscription page.
|
|-
|If you have enabled an online payment module like Stripe or Paypal, you can setup the application so that the user will be able to make the subscription payment just after the registration. The member and the subscription will be automatically recorded and the user will receive an email. The invoice can also be automatically attached to the email.
|
|-
|'''Module Features'''
|'''Module functies'''
|-
|You can upload any files for a particular member by using the appropriate menu.
|
|-
|The Events and Agenda tab captures all the events related to the member.
|
|-
|If you wish to terminate the member, click on the appropriate button.
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|-
|Click on the “List” menu to list all the members.
|
|-
|The list views are also available based on the member status such as “Draft”, “Validated”, “Without Subscription”, “Up to date”, “Out of date” and “Terminated”.
|
|-
|“Statistics” provides a birds-eye-view of all members and member subscriptions.
|Statistieken geeft een mooi overzicht van alle leden en de abonnementen.
|-
|You can generate business cards for all members or specific members from the appropriate menu.
|
|-
|Choose a format and click on the button to generate the appropriate business cards in the PDF format, which can them be sent for printing.
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|-
|Use the “Tags” menu to categorize members based on tags.
|
|-
|You can create your own custom tags and map members to those tags.
|
|-
|'''Renewal of subscription'''
|'''Verlengen van het abonnement'''
|-
|Enable the module Scheduled Task, so that an automated task will be run every day to send email reminders to members whose subscription has expired and needs to be renewed.
|
|-
|If you have enabled a payment module like Stripe or Paypal, you can also add a payment link by editing the email template configured for the renewal reminder email.
|
|-
|So, the member will be able to make the payment by clicking on the link in the email, and the subscription and invoice will be automatically generated and recorded.
|
|-
|There are also plenty of other features that can be enabled from the module setup such as email templates and the link for the public self-registration and self-subscription page.
|Er zijn een heleboel andere functies die kunnen worden geactiveerd via de setup zoals email templates beheren en een link voor de publieke pagina voor in- en uitschrijven.
|-
|You can also add your own custom fields and define default values or mandatory fields.
|U kunt ook aanvullende attributen toevoegen aan de module en default waarden of verplichte velden opgeven.
|-
|Thank you for watching this video tutorial. Visit www.dolibarr.org to learn more.
|Bedankt voor het bekijken van deze video tutorial. Als u meer wilt leren over Dolibarr, kijk dan op www.dolibar.org!
|}
|}
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[[Category:Video]]
[[Category:Video]]
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