Member Data Controls - iMaxWebSolutions.com help

1. Click on the "Controls" button at the top of the screen.

2. To change your preferences for virtual business cards, click on "V-Card," located in the "Member Data Download Settings" section.

3. The lower portion of the screen, labeled "Data Fields in V-Card File," shows what fields display automatically in the V-Card format. You cannot change any of these fields.

4. You can add three additional fields to your V-Cards. These options are listed at the top of the page with check boxes next to each option.

5. If you want to add a link to a member profile to your V-Card, click the check box for "Add Link to Member Profile."

6. If you want to add agent comments to the notes section of your V-Card, click the check box for "Add Agent Comments in Notes."

7. If you want to add member comments to the notes section of your V-Card, click the check box for "Add Member Comments in Notes."

8. Click "Save Changes" and then "Return."

How Do I Set Preferences for Downloading Member Data into the Comma Separated Value Format (CSV)?

1. Click on the "Controls" button at the top of the screen.

2. To edit your preferences for what member data can be downloaded into CSV files, click " CSV," located in the "Member Data Download Settings" section.

3. Click the check boxes next to all data fields you wish to download.

4. Click "Save Changes" and your selections will preview at the bottom of the page.

5. Click "Return."

How Do I Set Preferences for Downloading Member Data into the Tab-Delimited Format?

1. Click on the "Controls" button at the top of the screen.

2. To edit your preferences for what member data can be downloaded into Tab-delimited files, click "Tab-Delimited," located in the "Member Data Download Settings" section.

3. Click the check boxes next to all data fields you wish to download.

4. Click "Save Changes" and your selections will preview at the bottom of the page.

5. Click "Return."