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Zane P

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Articles

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

  • Profile list and advanced search

    1. Database
    2. Profile List

    On this page Overview To add profiles manually To conduct an advanced search To save your search results To access a saved search To edit attribute columns To tag member profiles and make bulk upda...

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

  • Manual renewals

    1. Database
    2. Membership Renewals

    On this page Renewing members in your admin dashboard Renewing a member from their profile Processing renewals in bulk Renewing members in your admin dashboard An administrator can manually proce...

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

  • Default member type notification settings

    1. Database
    2. Groups and Member Types

    Use default notification settings to control renewal emails for all member types. Individual member types can have custom notification settings that override the defaults. On this page Configuring...

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

  • April - June 2026 Release Notes

    1. Release Notes
    2. MC Professional Release Notes

    June 2026Payroc and NMI security updateWe’ve updated our Payroc and NMI payment processor integration to support their enhanced security standards. Payroc and NMI are phasing out username and pass...

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

  • Managing the Invoice List

    1. Financial
    2. Invoicing

    On this page Accessing the Invoice List Filtering and searching Bulk actions The Invoice List provides a detailed view of all invoices and credit memos in your database. From this page, you ca...

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

  • Adding a cookie banner to your website with Termly

    1. Website
    2. Policy and Consent Management

    This article covers how to add a Termly-generated cookie consent banner to your MC Professional website.  Note: Instructions for Termly's products are provided as a courtesy. MC Professional's Supp...

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

  • How to add, remove, and manage ASA profiles

    1. Administration
    2. Account management

    Every MC Professional account comes with 2 Authorized Service Administrator (ASA) profiles. ASAs are the only organization members who can contact our support team directly by phone or email.  Need...

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

  • Registrant list

    1. Forms
    2. Form Submissions

    On this page Overview To access the registrant list of a form To filter a registrant list To update registrant statuses To export registrants To email event registrants Overview On the Registr...

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

  • Discount codes

    1. Forms
    2. Form Add-ons

    On this page Overview To add discount codes Configuring discount codes To apply discount codes to pricing fields To apply discount codes to membership applications and renewals Overview This arti...

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

  • Switching payment processors

    1. Financial
    2. Payment Processing and Refunds

    To add a new payment processor, see Configuring online payment processing.Prerequisites: Before removing a payment processor from your account, disconnect it from all member types and forms still c...

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