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    Kinsey Mahan

    Barbara - Since this question involves looking into your specific account, I've created a ticket with the Help Team so that they can take a look and dig in further. Expect to hear back from them soon!

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    Debbie Henley

    Why doesn't the Sales Over Time recognize credit memos?  So, the total is incorrect.

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    Kinsey Mahan

    Hi Christine - You can tell which of your Admins are ASAs by clicking into their profile. They will have ASA rights regardless of the permissions given to the Admin Group. You can create multiple Admin Groups if needed – just remember that adding someone to an additional group can only add permissions, it cannot take away permissions. I hope that helps!

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    Barbara Stacey

    Why are the events truncated? I would like to see all of the upcoming events at once. There's no way to scroll or see the next event either. This is in Chrome, Firefox, Opera, and IE, so it doesn't appear to be a browser issue.

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    Helen Solorzano

    How does the "Upcoming Events" box decide which events to show? Is there a way to specify which events we would like to show?

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    Kinsey Mahan

    Hi Helen - The Upcoming Events box on the Admin Home automatically shows the three next upcoming events. This is determined by the event date, which is visible when you click Properties on an Event Section within a form. I included a screenshot below.

    Screen_Shot_2016-02-12_at_1.18.31_PM.png

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    Hovious, Kay

    Is is possible to include/display "Pending" to the membership roster or elsewhere on the dashboard?

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    Kinsey Mahan

    Hi Kay - It isn't currently possible to add a view for Pending profiles on the Admin Home. Instead, we recommend creating a Saved Search for Pending profiles using the criteria in the screenshot below. That way, to see Pending applicants, you can navigate to the Profile List and choose the Saved Search from the dropdown. Hope that helps!

    Screen_Shot_2016-06-04_at_11.46.52_AM.png

    Screen_Shot_2016-06-04_at_11.47.07_AM.png

  • Avatar
    Kinsey Mahan

    Hi Barbara - the Upcoming Events area on the Admin Home is designed to display the 3 next upcoming events based on the date you plug in to the Event Section on an event form. The lefthand side will pull in the 3 most recently past events from that same area in the Event Section.

    I've included a screenshot below of where you set this date inside of an event section.

    If you'd like to see this work differently in the future, please feel free to submit product feedback using this link. We would love to hear from you!

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    Christine Bruggers

    Hi Kinsey! Are ASA's the two Admin who are Admin via Member Type and are the other Admin in the admin group? I'm trying to see if I can limit the access of some admin. 

    Chris

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    Barbara Stacey

    Thank you Kinsey!

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    Kinsey Mahan

    Hi Debbie - The Sales Over Time report on the Admin Home displays top-line revenue, which excludes refunds. Please feel free to submit product feedback about this - or anything else - by emailing help@memberclicks.com with a summary of the feedback in the subject line and details in the body. The Help Team will send that feedback directly over to the Product Team for evaluation!

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    Barbara Stacey

    We have 2 upcoming events, but you can only see one. The Tie Grading Seminar is active and has registrants, but you can't see it on the dashboard. I set the event date correctly. If you look at this screenshot, you'll see that it's just out of view on the dashboard. I want to know how to make it visible. 

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