Zane Pimiskern
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Articles
Recent activity by Zane Pimiskern Sort by recent activity-
Managing revenue accounts
On this page To manage revenue accounts Creating and editing revenue accounts Tying a revenue account to a member type The Revenue Accounts tool is used to track and manage separate revenue st...
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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...
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Customizing invoice templates, notifications, and settings
On this page To manage invoice templates Creating and editing templates Invoice settings Tying an invoice template to a form Tying an invoice template to a member type Invoice templates allow yo...
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Continuing education transcript
The continuing education transcript tool lets you view and add education credits to a member's profile. Your members can also access, add to, and export their own education history. Note: In Report...
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Deleting attributes
An attribute can only be deleted once no profile in your database uses it. That means clearing the attribute's content from every profile and removing it from your member types first. This article ...
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Sending invoices to secondary email addresses
On this page Step 1: Choose or create an email attribute Step 2: Update your invoice templates Important notes on updating templates By default, invoices are sent to a member's primary email a...
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Resending invoices
On this page 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 There are several ways to...
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Member engagement metrics
The Member Engagement tab in each profile displays data points outlining the member's engagement with your organization. For organization profiles, the tab displays a summary of engagement averages...
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Deleting member profiles
Deleting profiles clears inactive profiles out of your database—useful if you've exceeded your database limit or want to clean it up. Deleted profiles aren't permanently removed and can be restored...
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Changing a member type's expiration settings
Expiration settings cannot be changed on an existing member type. To switch between period-of-time and date-based expiration, create a new member type with the desired settings, then move your memb...