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Zane P

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  • Total activity 225
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Recent activity by Zane P Sort by recent activity Recent activity 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
    • -3 votes

  • Profile notes

    1. Database
    2. Profile Management

    On this page Overview To add profile notes To export profile notes Overview With profile notes, you can easily track conversations, call histories, event concessions, special occasions, and more....

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

  • Key contact attribute security

    1. Database
    2. Attributes

    On this page Overview To configure key contact attribute security Overview On the Key Contact Attribute Security page, you can grant key contacts the ability to view or edit attributes within the...

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

  • Prorating member fees

    1. Database
    2. Groups and Member Types

    On this page What is membership proration? Prorating membership fees Expiration date rollover What is membership proration? Instead of charging members the full membership fee for an abbreviated ...

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

  • How do I search for members enrolled in auto-renewal payments?

    1. Database
    2. Membership Renewals

    Some states, like California and New York, have introduced new laws and regulations around auto-renewal payments. Even if your organization isn't based in a country or state with these regulations,...

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

  • Error exporting email template to PDF

    1. Community
    2. Contact Center

    Exporting an email template In the Contact Center - using the Import/Export dropdown menu - if you receive an error message after exporting your email as a PDF, this means one or more image in the ...

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

  • Advanced membership pricing

    1. Database
    2. Groups and Member Types

    On this page What is advanced membership pricing? Setting up your advanced pricing settings Does this affect my membership form? Invoicing What is advanced membership pricing? Advanced membership...

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

  • Continuing education transcript

    1. Database
    2. Profile Management

    On this page Overview Video tutorial To add continuing education credits to multiple profiles To access a member's education history To add education credits to a member's profile To give members ...

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

  • Deleting attributes

    1. Database
    2. Attributes

    On this page Overview To delete attributes To clear attributes Deleting a selection within a selection set attribute Overview You can delete attributes if they are not in-use by any profile in...

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