Membership

Due to the need to establish a relationship with NRDS records before adding them as a secondary member to your board, you must go to NRDS (www.realtor.org) to establish a secondary relationship with a member for your association.

Category: Membership

The registration tab offers a consolidated view registrations for the education classes, conventions/meetings and committee meetings.

Category: Membership

Quick Search allows the association to identify the member and office information based on the information entered.

Category: Membership

Office Notes is designed to allow the association the ability to keep notes on each office record.

Category: Membership

NRDS Education Tab records each member’s NRDS education courses. NAR Requires certain education records to be recorded as a NRDS Education Record.

Category: Membership

Access Association User Defined Fields in the LAMPS database.

Category: Membership

Member Notes is designed to allow the association the ability to keep notes on each member record.

Category: Membership

Topic: How to manage member website login credentials.

(Hint: Use Membership > Data Validation > Members with Duplicate Usernames can help resolve login difficulties.  Does the member have an inactive and an active record, both with the same username?)

Category: Membership

Topic: Member Profile > Details tab.  Information regarding association members is primarily contained in the LAMPS Member Profile Details screens.   Among other fields, listed here are Member number,. NRDS #, y/n Is a NRDS member, y/n Send to NRDS, Office/Firm Code, Primary State and Primary Association, and if the member will be charged the Memeber Price when registering to a class or event.

Category: Membership

The MLS Tab is used in LAMPS to provide third party information to be recorded for MLS or Lock Box vendor export data.

Category: Membership

Topic: How to export member and office data in a spreadsheet format based on selected criteria.

Exports available: Member, Office, Member Charges, Office Charges, Open Generic Invoices, Open Dues Invoices, Dues Payment Records, Member Associated Docs, Office Associated Docs.

Category: Membership

Topic:  Data Validation is a tool with 17 checks of common membership data problems.  Many of the checks look for data problems which might impact dues invoicing.  A list of potential errors is provided for the membership coordinator to review and correct when necessary.  Use this tool throughout the year to verify your membership data.

Data checks include: Secondary/primary discrepancies; primary members without type, subclass, NRDS #, or office; duplicated NRDS # or member number; member records with invalid subclass; offices with invalid type; members with dues waivers, members with duplicate username (to member website); and members with Stop Email Box checked.

Category: Membership

The committee tab offers a summary of the committees a member has served on, along with the Year Appointed, the Term start and end date.

Category: Membership

Topic: Recurring Invoicing can be done with just a few clicks!   The Charges tab is where you assign Charge Codes for recurring invoicing to to members or to offices. Multiple charges can be assigned and billed at the same time or what best fits your associations billing schedule.

Category: Membership

Topic: Associated Documents.  How upload documents pertaining to a member or office. 

Category: Membership

Guide to the A/R tab which offers a consolidated view of the generic invoices, dues invoices, and payments for those invoice as well as payments for classes, events, conventions, etc.

Category: Membership