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Zane P

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  • Total activity 225
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Articles

Recent activity by Zane P Sort by recent activity Recent activity Votes

  • Member engagement metrics

    1. Database
    2. Profile Management

    On this page Overview To analyze member engagement Engagement metrics Overview The Member Engagement tab in each profile displays data points outlining the member's engagement with your organizat...

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

  • Deleting member profiles

    1. Database
    2. Profile Management

    On this page Overview To delete profiles individually To delete profiles in bulk Overview If you've exceeded your database limit, or just want to clean up your database, deleting profiles is a gr...

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

  • Changing a member type's expiration settings

    1. Database
    2. Groups and Member Types

    Switching between period of time and date-based expiration settings Once a member type is created, you cannot edit its expiration settings. To change a member type's expiration settings, a new memb...

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

  • Locating duplicate usernames

    1. Database
    2. Profile Management

    Usernames must be unique. A specific username can only be attached to one profile at a time. This includes deleted profiles. If you delete a profile tied to a specific username and want to give tha...

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

  • Can I switch an entire member type to an individual or organization membership?

    1. Database
    2. Groups and Member Types

    Changing between individual and organization member types Once a member type is created, you cannot switch the entire member between an individual or organization member type. You will need to re-c...

    • Zane P
    • Edited
    • 2 followers
    • 0 comments
    • 1 vote

  • Merging duplicate member profiles

    1. Database
    2. Profile Management

    The duplicate profile manager lets you merge two individual member profiles in your database. You can decide which attributes to maintain from the keeper profile, and which attributes to merge fr...

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

  • Why can't I delete my member type or group?

    1. Database
    2. Groups and Member Types

    On this page Overview The delete button is greyed out Deleted users attached to the member type Groups connected to the member type Groups connected to the member type in an API client Overview T...

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

  • Recovering deleted profiles

    1. Database
    2. Profile Management

    On this page Overview To recover deleted profiles Overview Deleting a profile does not purge it from the system. The system archives deleted profiles so you can search and restore them at a later...

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