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Zane P

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Articles

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

  • Continuing education transcript

    1. Database
    2. Profile Management

    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 ...

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

  • Deleting attributes

    1. Database
    2. Attributes

    On this page Overview To delete attributes To clear attributes Deleting a selection within a selection set attribute Overview You can delete attributes if they are not in-use by any profile in...

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

  • Resending invoices

    1. Financial
    2. Invoicing

    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...

    • Zane P
    • Edited
    • 0 followers
    • 0 comments
    • 0 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
    • 0 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

  • Updating the API credentials for your payment processor

    1. Financial
    2. Payment Processing and Refunds

    Any time you update the API credentials in your payment processor (Payroc, Authorize.net etc.), you need to do the same in MC Professional. If you update these in your payment processor alone, this...

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