Zane P
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Adding Purchase Order (PO) numbers
Before you begin Features mentioned in this article are part of our ongoing improvements to the Financial module. These features are gradually being rolled out to all accounts....
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Emailing event registrants
On this page Overview To contact event registrants through a registrant list To email event registrants from the profile list Overview This article details the steps involved to email event r...
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Event forms
On this page Overview To create an event form To configure event form settings To configure event section settings Other event form sections Overview You can add an event section to a form to acc...
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Managing organization member types
On this page What are organization member types? How to create a new organization member How to create linked profiles How to add existing linked profiles How do notification emails work? What ar...
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Searching for incomplete submissions
On this page Overview To search for incomplete submissions Editing submissions Overview In a form's submission list, you can search for a list of incomplete submissions to view form-takers who ha...
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Searching for members by event status
On this page Overview To search for profiles by event status Overview This articles describes how to search for registrants of a specific event in your MC Professional database. This is useful if...
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Profile import report
On this page Overview To access your profile import report To use the profile import report Overview With the profile import report feature, you can view past profile import results. You can v...
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Moving profiles to the prospect member type
On this page Overview To view your member and prospect profile limit To move profiles into the prospect member type What if the whole organization is cancelling or did not renew? What if my prospe...
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Profile owner attribute security
On this page Overview To configure profile owner attribute security Overview On the Profile Owner Attribute Security page, you can set what attributes your members can view and edit in their prof...
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Voiding renewal invoices
On this page: What’s a renewal invoice? Manually voiding renewal invoices (not recommended) To correctly void renewal invoices (recommended) What’s a renewal invoice? A renewal invoice is the s...