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Zane Pimiskern

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  • Submission list dashboard view

    In the submission list of a form, you can access the DASHBOARD VIEW tab. This displays: Total and net revenue collected through the form Outstanding balance Discount codes used Submission data To a...

  • Adding buttons to articles

    Convert text into a clickable button to guide visitors to: Another page on your website A specific section within a page (using an anchor link) An external website An email application Note: Butto...

  • Searching for members by login activity

    Run an advanced search to find member profiles based on their login activity. See who has or hasn't logged in within the last 7 days, 30 days, 90 days, or the last year. Or, find profiles that have...

  • Setting up the member profile view

    Member profile view is what your members see when they log in to their account through your front-end website. This article outlines how to customize it. On this page Video tutorial Setting up sel...

  • Event import

    Use the event import tool to bring external event and registrant records into your MC Professional database. For example, bring in old event data stored outside MC Professional, or data from third-...

  • Admin permissions

    The Admin Permissions page lets you control which sections of the MC Professional backend your different user groups can access.  Note: These permission settings do not apply to Authorized Service ...

  • Assigning attributes to member types

    A custom attribute does nothing until you assign it to a member type. Members of an unassigned type cannot see or use the attribute. This article covers how to assign custom attributes to a member ...

  • Invoice and renewal notifications

    The notification a member receives depends on how their renewal invoice was created. The system generates some invoices automatically, and administrators create others by hand. This article explain...

  • Editing form-generated invoices and credit memos

    On this page Accessing the invoice editor Important notes Event form invoices Membership and multi-section form invoices Refunds (credit memos) Administrative guidelines FAQs About form-genera...

  • July 2025 - September 2025 Release Notes

    September 2025 Bug fixes We've resolved several issues related to forms: Fixed an issue that made some form registrants get stuck on a loading screen. Fixed a problem where the maximum number of l...