Zane Pimiskern
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Field logic
You can configure field logic on a form to show or hide upcoming form sections based on a form-taker's previous selection. Warning: The first selection set must be placed within a General Section. ...
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Membership forms
A membership form can be used to add new members to your database, renew individual members, or renew organization membership with linked profiles. When a new member applies, a Join Date and Expira...
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Providing an opt-in mechanism for your member directory
An opt-in mechanism lets members decide whether their profile appears in directory searches. To set one up, create a custom selection set attribute with Yes and No options, add that attribute to yo...
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Custom attributes
Custom attributes are fields you create in addition to the built-in set, each with its own label and type. Build as many as you need from the predefined attribute types. This article covers the ava...
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Why aren't my e-list messages sending?
If your e-list messages aren't sending, the most common cause is sending them from a third-party email client instead of your MC Professional member profile. On this page Third-party emai...
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Voiding renewal invoices and ending renewal periods
When a renewal invoice is generated for a member, they enter their renewal period. Taking a member back out of it, or replacing an outdated invoice, requires clearing the invoice in a specific way....
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Adding organization member types
Organization profiles are aggregator profiles containing information about an organization rather than an individual member. An organization's dues may be based on the number of linked profiles tie...
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Editing Ad Hoc invoices and credit memos
On this page Accessing the invoice editor Which fields can I edit? Tracking changes on the Activity Log FAQs Administrators with financial admin permissions can edit Ad Hoc invoices and credit m...
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October 2025 - December 2025 Release Notes
October 2025 Track invoice history with the Activity Log We've added an Activity Log feature that automatically tracks and timestamps every financial action related to an invoice or credit memo. Th...
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Creating a terms of use agreement
On this page What's a terms of use? How to write a terms of use Where to publish your terms of use Essential components of a terms of use What's a terms of use?A terms of use agreement — also re...