Zane P
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Submission list dashboard view
On this page Overview To access the dashboard view of a submission list Revenue Snapshot Discounts Member Types Form selections Overview In the submission list of a form you can access the DAS...
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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...
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Searching for members by login activity
On this page Overview To search for members by login activity OverviewYou can conduct an advanced search to search for member profiles based on their login activity. Use this option to see who has ...
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Setting up the new member profile view
On this page Overview To set up self-service member renewals To set up profile view settings Overview Member profile view is what your members see and experience when they log-in to their account...
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Event import
On this page Overview To import a .csv file To access your imported data Overview With the event import tool, you can upload external event and registrant/attendee records into your MC Profession...
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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 ...
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Assigning attributes to member types
On this page Overview To assign custom attributes Overview After creating a custom attribute, you need to assign it to your member types. If you haven't done so, members of that type cannot acces...
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Invoice notifications vs renewal notifications
On this page Overview Automatic member type notifications Invoice template notifications Which template should I choose? Overview When renewal invoices are generated, an invoice or renewal notifi...
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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...
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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...