Zane P
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Anonymous 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...
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Profile import error: multiple matching users found
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 ...
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Voiding renewal invoices
On this page What's renewal invoice? Manually voiding invoices (not recommended) Correctly voiding invoices (recommended) What’s a renewal invoice? A renewal invoice is the statement sent to a...
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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 About membership proration Prorating membership fees Expiration date rollover About membership prorationProration lets you charge a reduced membership fee for a shortened membership...
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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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Managing revenue accounts
On this page To manage revenue accounts Creating and editing revenue accounts Tying a revenue account to an invoice The Revenue Accounts tool is used to track and manage separate revenue strea...
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Advanced membership pricing
On this page About advanced membership pricing Setting up advanced pricing Effect on membership forms Invoicing About advanced membership pricingAdvanced membership pricing adds optional charges...