Zane Pimiskern
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Recent activity by Zane Pimiskern Sort by recent activity-
Member profile view
Member profile view is the front-end view—on your website—that members see when they log in to their account. Individual members can edit their profile information, review invoices, and use social ...
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Continuing education credit import
With the continuing education credit import tool, admins can add and maintain continuing education credits in bulk from a .csv file. Members can also access, add, and export their own education his...
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Customizing renewal notifications
Renewal notification settings control which emails a member type receives and when they send. Most member types share your default settings, with overrides applied to individual types as needed. Th...
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Why can’t my members view other members in our member directory?
If members tell you they can't access or appear in your member directory, the cause is almost always your Group Attribute Security or your directory settings. This article walks through both. On...
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Adding individual member types
Individual members are not linked to any other profile in your database. Individual member types contain the built-in attributes (name, email, address, phone) and any custom attributes you assign. ...
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January 2026 - March 2026 Release Notes
March 2026PO numbers included in transaction report exportsTransaction report exports now include a dedicated column for Purchase Order (PO) numbers. When a PO number is associated with an invoice,...
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Managing invoices and credit memos
On this page Invoice types Invoice statuses To manage invoices Invoice actions Internal comments FAQs When you view an individual invoice, you can take actions like paying, refunding, or voiding...
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Creating a privacy policy
On this page What is a privacy policy? Essential components of a privacy policy Where to post your privacy policy Additional resources What is a privacy policy?A privacy policy is a legal docume...
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Administrator dashboard
When Administrators and Authorized Service Administrators (ASAs) log into MC Professional, they land on the admin home page. This page features dashboards that gives you quick snapshots of your mem...
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Taking a form on behalf of a member
An administrator or ASA can submit a form on behalf of a member. You can submit a form for a member already part of your database, or for a new user outside of your database.To take a form on a mem...