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Zane P

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

  • Switching between different member types

    1. Database
    2. Groups and Member Types

    A member type's category (individual or organization) cannot be changed after creation. To switch, create a new member type. See Member types overview and default settings for details. Note: Group ...

    • 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

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

    1. Database
    2. Groups and Member Types

    If the DELETE button is greyed out on Database > Member Types or Database > Groups, profiles in your database are still connected to it. Work through the checks below until the button becomes activ...

    • 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