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  1. MC Professional
  2. Database

Database

Groups and Member Types

  • Member types overview and default settings
  • Default member type notification settings
  • Adding individual member types
  • Adding organization member types
  • Groups
  • Managing organization member types
See all 13 articles

Membership Renewals

  • Member statuses
  • Member self-service renewal process
  • Manual renewals
  • Customizing renewal notifications
  • Voiding renewal invoices and removing members from their renewal period
  • Invoice notifications vs renewal notifications
See all 7 articles

Attributes

  • Built-in attributes
  • Custom attributes
  • Assigning attributes to member types
  • Group attribute security
  • Profile owner attribute security
  • Key contact attribute security
See all 8 articles

Profile Imports

  • Profile import
  • Continuing education credit import
  • Event import
  • Committee import
  • Profile import report
  • Profile import error: multiple matching users found
See all 8 articles

Profile Management

  • Exceeding your database limit
  • New member profile view
  • Setting up the new member profile view
  • Admin profile view
  • New member profile FAQs
  • Moving profiles to the prospect member type
See all 16 articles

Profile List

  • Exporting member data
  • Profile list and advanced search
  • Searching for members by login activity
  • Searching for unlinked member profiles
  • Searching for members by event status

Database Videos

  • Database training (video)
  • September 2018 MCU: The membership renewal process (video)
  • April 2018 MCU: Profile list and advanced search (video)

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