Frequently Asked Questions for Roundtables Members
You can have a copy of your order confirmation emails automatically sent to your billing team or another recipient of your choice. To set it up: Visit My Account Scroll down to the green checkmark section Enter up to two additional email addresses (you will always receive a copy) and click Save changes It’s an
If you attempt to print the book and pages are “blown up” or oversized or being cut-off, it’s a simple setting in your print dialog popup that will remedy the issue. Once you click to print, a popup dialog box will appear. Under the Page Sizing and Handling section are radio buttons. You likely have
Your Company Focus Data (CFDIF) and Your Additional Documents are due by …
New to the Member Panel? Watch the video walkthrough (11:52) of all its features. https://vimeo.com/788806860 In this walkthrough, you’ll learn how to: Access the Member Panel from anywhere on Remodelers Advantage sites with single sign-on Understand how the Member Panel works on desktop and mobile and how it follows you while logged in Navigate the
Glossary Company Documents – information that is submitted outside of the CFDIF for your Roundtables Meeting; includes a Company Summary Letter, Org Chart, Balance Sheet, P&L, Budget, and WIP. These are then included in your Company Focus Packet. Best Practices – the tools and strategies that Remodelers Advantage promotes for successful business management and Roundtables
Visit the MY ACCOUNT page and click on the Payment Method tab to update, add, or delete a credit card. How to Navigate there You can find “My Account” in the upper right hand corner of the screen: After clicking “My Account” you will be taken to a page with several options. To change your
Information for the rest of your group (as well as the entire membership) can be found using the Member Search feature. Open the member panel click Membership Tools, and select “Member Directory” from the accordion drop down. 2. Here you can search by GROUP or by STATE.
Unfortunately, our customer management system will only send invoices/receipts to the Primary Account holder. It’s a popular feature request that they have received, but to date have not made the feature available. However, there is an easy fix! You can have invoices sent automatically to your office manager by setting up a “forwarding rule” in your
Yes, this can be arranged. Contact our Office Manager or Membership Department to set this up.
Yes, while your spouse cannot attend the actual meeting, s/he is more than welcome to attend the evening events. There may be an additional charge for them.