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
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
Attributes
- Built-in attributes
- Custom attributes
- Assigning attributes to member types
- Group attribute security
- Profile owner attribute security
- Key contact attribute security
Profile Imports
- Profile import
- Continuing education credit import
- Event import
- Committee import
- Profile import report
- Profile import error: multiple matching users found
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