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Zane Pimiskern

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Articles

Recent activity by Zane Pimiskern Sort by recent activity Recent activity Votes

  • Form permissions

    1. Forms
    2. Form types and settings

    You can restrict an entire form, or individual form elements, to specific member groups. For example, you might grant all member groups access to a form but limit a selection set on that form to on...

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

  • Managing locked member profiles

    1. Administration
    2. Account management

    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 ...

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

  • Anonymous form submissions

    1. Forms
    2. Form submissions

    If you disable the login section of your form, all submissions show as anonymous and aren't tied to any member profile in your MC Professional database. This is useful for anonymous donation forms,...

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

  • Profile import error: multiple matching users found

    1. Database
    2. Profile imports

    Multiple profiles with the same key fieldIf your database contains multiple profiles with the same key field when you run an import, the error message below appears.Duplicate records are less likel...

    • Zane Pimiskern
    • Edited
    • 1 follower
    • 0 comments
    • -5 votes

  • Voiding renewal invoices

    1. Financial
    2. Invoicing

    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...

    • Zane Pimiskern
    • Edited
    • 0 followers
    • 0 comments
    • 0 votes

  • Profile notes

    1. Database
    2. Profile management

    Profile notes let you track conversations, call histories, event concessions, special occasions, and more. On this page Adding profile notes Exporting profile notes Adding profile notesGo to a me...

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

  • Key contact attribute security

    1. Database
    2. Attributes

    Key contact attribute security controls what key contacts can view and edit. It covers their own profile as well as the organization and linked profiles they manage. This article covers how to read...

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

  • Prorating member fees

    1. Database
    2. Groups and member types

    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...

    • Zane Pimiskern
    • Edited
    • 1 follower
    • 0 comments
    • 1 vote

  • Finding members enrolled in auto-renew payments

    1. Database
    2. Membership renewals

    The Set to Auto Renew attribute shows whether a member is enrolled in auto-renew payments. Check it on a single profile, or export your member list to review everyone at once. This article covers b...

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

  • Error exporting email template to PDF

    1. Community
    2. Contact center

    In the Contact Center, using the Import/Export dropdown menu, an error after exporting your email as a PDF means one or more images in the template are too large for the system to compress into a P...

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