Skip to main content

CM/MZ Query Tools

Updated

Billing: Change All Collections Basis to Cash or Accrual

  • This query updates all Fee Items to either Cash or Accrual basis.
  • In the @Cash_Or_Accrual parameter enter either the word Cash or Accrual to update the fee items to that basis.
    • Note: The Parameter value is not case-sensitive.

 

Billing: Erroneous Credits

  • Removes mystery credits. If a member has a credit, but you're unsure where it's coming from this tool can clear it out.

 

Billing: Turn off ACH for All Member Fees

  • This query will turn off the option to charge to ACH, debit, or credit card for all membership fees & dues.

 

Chamber: Clear Mbr Payments from Task List

  • Marks all Mbr Payments in the Task List as complete. This tool can clear out instances where the task list says there is a member payment, but one does not appear when you open Mbr Payments.
    • Note, you may need to refresh the Task List after running this tool for the number of payments to update.

 

Chamber: Change Default Web Participation to Basic

  • Changes the Default Web Participation to BASIC for all Members.
  • In the @CCID parameter enter the CCID of the chamber that you are updating.
  • Note: This may require a refresh of the DB Cache after running this query. The database can be refreshed from Other Utilities in Administrative Utilities.

 

 

Chamber: Change Default Web Participation to Enhanced

  • Changes the Default Web Participation to ENHANCED for all Members.
  • In the @CCID parameter enter the CCID of the chamber that you are updating.
  • Note: This may require a refresh of the DB Cache after running this query. The database can be refreshed from Other Utilities in Administrative Utilities.

 

 

Chamber: Enable VoterVoice

  • Enables VoterVoice for the entered CCID.
  • In the Parameters boxes, enter the organization's CCID and their apiKey for this to be successfully enabled.

 

Chamber: Mailing Labels – Avery 5390 Name Badge

  • Adds the Avery 5390 style option to the list of Name Tag Styles for event Name Tags style 3.

 

Chamber: Member Header Image Resizer

  • Updates the max height for Member Header Images.
  • The default max was 150px, but running this will update it to 400px.

 

Chamber: Repair ISCP Web Developer Credentials

  • This query will update the web developer login so that the login for the web developer in the ISCP will work properly again.
  • In the @CCID parameter enter the CCID of the chamber that you are updating.

 

Chamber: SmartText – Change Keyword

  • Changes an organization's SmartText shared Keyword
  • In the Parameters field, enter their new keyword and the organization's CCID
    • Note: "Notify" is automatically added. Only enter the keyword itself here

 

Events: Default for Display on Public Calendar for Public Submissions

  • Default Display On Public to ON for Events submitted by Public and Approved.
  • In the Parameter field @CCID, enter the organization's CCID

 

Members: Mass Update All Renewal Months

  • Updates all member renewal months to be in whichever month is indicated.
  • Your entry in the parameters box needs to be a three-letter abbreviation of a month:
    Jan, Feb, Mar, Apr, May, Jun, Jul, Aug, Sep, Oct, Nov, or Dec

 

Members: Web Participation Levels

  • Allow control over setting the Web Participation of Members by their status.
  • Enter the following values for each of the parameters:
    • -1 to leave the field as-is
    • 0 to set their permission to Non-Member
    • 10 for Basic
    • 30 for Enhanced
  • Each parameter corresponds to a specific Membership Status
    • Level_Prospects for Prospect
    • Level_Actives for Active
    • Level_Courtesy for Courtesy
    • Level_NonMembers for Non-Member
    • Level_Inactives for Dropped/Inactive
  • Note: All parameters need to have a value entered to successfully execute the mass update

 

 

Reps: Display Options – Global

  • Allows you to change the display options for all reps in the organization's database.
  • In the parameters field, enter 0 to show the item or 1 to not show the item
    • For the Rep_Primary_or_ALL, enter "Primary" to apply to only Primary reps or "All" to apply to all reps
    • For Rep_Active_or_All and Member_Active_or_ALL fields, enter "Active" to apply to only active reps or "All" to apply to all reps.

 

Reps: Display Options – Selective

  • Similar to Display Options - Global, this allows you to update all display option fields for reps in the database. This tool allows you to also leave fields as-is while updating others.
  • In the parameters field, enter:
          -1 to leave the field as-is, 0 to show the item, or 1 to not show the item
  • For the Rep_Primary_or_ALL, enter "Primary" to apply to only Primary reps or "All" to apply to all reps
  • For Rep_Active_or_All and Member_Active_or_ALL fields, enter "Active" to apply to only active reps or "All" to apply to all reps.

 

SmartText: Remove a SmartText Keyword

  • Removes a paid keyword that has been enabled in Smart Text
  • In the @CCID parameter enter the CCID of the chamber that you are updating.
  • In the @Keyword parameter enter the keyword you want to be removed