Zane Pimiskern
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Articles
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Searching for incomplete submissions
In a form's submission list, you can search for a list of incomplete submissions to view form-takers who have started but haven't finished a form. On this page To search for incomplete submissions...
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Searching for members by event status
Search for registrants of a specific event in your MC Professional database. This is useful for emailing members who missed an event, were registered for an event, or attended one event but did not...
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Profile import report
The profile import report shows the results of past profile imports: updated, added, and deleted profiles, plus any errors that occurred during an import. On this page Accessing your profile impor...
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Moving profiles to the prospect member type
Moving inactive members to the prospect member type is the quickest way to keep your database within your billing plan profile limit. All member profiles (pending, active, graced, and lapsed) count...
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Profile owner attribute security
Profile owner attribute security controls which attributes members can see and edit on their own profile. This article covers how to read and change those permissions. To control what members see o...
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Adding Purchase Order (PO) numbers
On this page Adding PO numbers Exporting PO numbers FAQs To keep your financial records organized, you can add and update Purchase Order (PO) numbers directly on ad hoc invoices and credit memos...
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Donation forms
Use a number field to let form-takers submit an exact donation amount. On this page To create a donation form To link to your donation form To create a donation form Go to Forms > Form List. Edi...
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Auto-renew payments
Some states, like California and New York, have introduced laws and regulations around auto-renewal payments. Regardless of your location, providing auto-renew compliance mechanisms is a best pract...
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API resources: Create profiles
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...
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Zapier: Connecting MC Professional to QuickBooks Online
Manually entering data between MC Professional and QuickBooks Online is time consuming. You can automate it with Zapier, which connects web apps through automated workflows called Zaps. This articl...