Zane P
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Customizing invoice templates, notifications, and settings
On this page: About invoice templates Creating and editing templates Invoice settings Tying an invoice template to a form Tying an invoice template to a member type About invoice templatesInvoic...
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Profile notes
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....
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Key contact attribute security
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...
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Prorating member fees
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 ...
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How do I search for members enrolled in auto-renewal payments?
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,...
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Error exporting email template to PDF
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 ...
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Sending invoices to secondary email addresses
On this page: Overview Step 1: Choose or create an email attribute Step 2: Update your invoice templates OverviewBy default, invoices are sent to a member's primary email address. However, you c...
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Advanced membership pricing
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...
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Resending invoices
On this page: Overview Method 1: Resending through the Invoice List Method 2: Resending through a member's profile Method 3: Sending a manual link Customizing the email's content OverviewThere a...
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Continuing education transcript
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 ...