Zane P
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Profile import report
On this page Overview To access your profile import report To use the profile import report Overview With the profile import report feature, you can view past profile import results. You can v...
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Moving profiles to the prospect member type
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...
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Profile owner attribute security
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...
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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
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...
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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
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...
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Form permissions
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...
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Managing locked member profiles
For security, the system locks a member's account after six failed login attempts. When this happens, an Authorized Service Administrator (ASA) must unlock the account before the member can try to ...