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Zane P

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  • Donation forms

    1. Forms
    2. Form Types and Settings

    On this page Overview To create donation form To link to your donation form Overview This article outlines how to create a number field on a form that form-takers can use to submit exact donation...

    • Zane P
    • Edited
    • 1 follower
    • 0 comments
    • 6 votes

  • Auto-renew payments

    1. Database
    2. Groups and Member Types

    On this page What are auto-renewal payments? Auto-renew payment settings Renewing through a form How are auto-renew payments processed? Payment failures Cancelling auto-renew payments Some states...

    • Zane P
    • Edited
    • 1 follower
    • 0 comments
    • -1 votes

  • Managing revenue accounts

    1. Financial
    2. Invoicing

    On this page: About revenue accounts Creating and editing revenue accounts Tying a revenue account to a member type About revenue accounts The Revenue Accounts tool is used to track and manage ...

    • Zane P
    • Edited
    • 0 followers
    • 0 comments
    • -1 votes

  • API Resources: Create Profiles

    1. API Resources
    2. API

    On this page: Creating member profiles with the API Obtaining the access token Sending your request Request fields Request examples API responses Creating member profiles with the API The MC Prof...

    • Zane P
    • Edited
    • 1 follower
    • 0 comments
    • 1 vote

  • Zapier: Connecting MC Professional to QuickBooks Online

    1. Strategic Solutions
    2. Zapier Integrations

    On this page About Zapier— Before you begin Common automations (Zaps) Building your automation in Zapier Additional resources About Zapier Please note, to create automations with QuickBooks Onl...

    • Zane P
    • Edited
    • 1 follower
    • 0 comments
    • 0 votes

  • Form permissions

    1. Forms
    2. Form Types and Settings

    On this page Overview To configure form permissions for an entire form To configure form permissions for a form element Front-end view Overview You can restrict an entire from, or elements of you...

    • Zane P
    • Edited
    • 1 follower
    • 0 comments
    • -2 votes

  • Managing locked member profiles

    1. Administrative Tools
    2. Administrator Functions

    On this page Overview To unlock member profiles Overview For security purposes, If a member attempts to log in six times with an incorrect password, the system will lock their account. If a membe...

    • Zane P
    • Edited
    • 1 follower
    • 0 comments
    • -3 votes

  • Anonymous form submissions

    1. Forms
    2. Form Submissions

    On this page Overview Limitations To enable anonymous form submissions To include confirmation information To export anonymous submission data in bulk To track invoice emails Overview If you disa...

    • Zane P
    • Edited
    • 1 follower
    • 0 comments
    • -2 votes

  • Profile import error: multiple matching users found

    1. Database
    2. Profile Imports

    Multiple profiles with the same key field If you conduct an import and there are multiple profiles with the same key field in your database, you will receive the error message below. We recommend ...

    • Zane P
    • Edited
    • 1 follower
    • 0 comments
    • -4 votes

  • 2024 Release Notes

    1. Release Notes
    2. MC Professional Release Notes

    December 2024 Bug fixes Itinerary Emails Not Sending: Fixed a problem that was preventing itinerary emails from being sent. Implemented new logic to ensure emails are directed first to the requ...

    • Zane P
    • Edited
    • 0 followers
    • 0 comments
    • 0 votes