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Zane P

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Articles

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  • Moving profiles to the prospect member type

    1. Database
    2. Profile Management

    On this page Overview To view your member and prospect profile limit To move profiles into the prospect member type What if the whole organization is cancelling or did not renew? What if my prospe...

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

  • Profile owner attribute security

    1. Database
    2. Attributes

    On this page Overview To configure profile owner attribute security Overview On the Profile Owner Attribute Security page, you can set what attributes your members can view and edit in their prof...

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

  • 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

  • Voiding renewal invoices

    1. Financial
    2. Invoicing

    On this page: What’s a renewal invoice? Manually voiding renewal invoices (not recommended) To correctly void renewal invoices (recommended)  What’s a renewal invoice? A renewal invoice is the s...

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