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Zane Pimiskern

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Articles

Recent activity by Zane Pimiskern Sort by recent activity Recent activity Votes

  • Searching for unlinked member profiles

    1. Database
    2. Profile list

    Search for unlinked profiles in an organization member type using the advanced search tool. You may want to link these members to an organization, or move them to an individual member type.Searchin...

    • Zane Pimiskern
    • Edited
    • 1 follower
    • 0 comments
    • 0 votes

  • Member profile FAQs

    1. Database
    2. Profile management

    Answers to common questions about the new member profile view. On this page What features does the new member profile include? Do I need to set anything up for the new member profile to work prope...

    • Zane Pimiskern
    • Edited
    • 1 follower
    • 0 comments
    • 0 votes

  • Committee import

    1. Database
    2. Profile imports

    Use the committee import tool to add external or historic committee records to your MC Professional database. On this page Uploading a .csv file Accessing your imported data Uploading a .csv file...

    • Zane Pimiskern
    • Edited
    • 1 follower
    • 0 comments
    • 0 votes

  • Updating the API credentials for your payment processor

    1. Financial
    2. Payment processing and refunds

    Any time you update API credentials in your payment processor (Payroc, Authorize.net, or others), update them in MC Professional as well. Updating credentials in your payment processor without upda...

    • Zane Pimiskern
    • Edited
    • 1 follower
    • 0 comments
    • -2 votes

  • Tracking invoice history with the Activity Log

    1. Financial
    2. Invoicing

    On this page About the Activity Log Data availability What information gets logged? Edits made to invoices Accessing the Activity Log With the Activity Log, administrators can track every financ...

    • Zane Pimiskern
    • Edited
    • 1 follower
    • 0 comments
    • 3 votes

  • Emailing event registrants

    1. Forms
    2. Form submissions

    This article details the steps involved in emailing event registrants through both a Registrant List and the Profile List. If you want to contact event registrants across multiple events, use the P...

    • Zane Pimiskern
    • Edited
    • 1 follower
    • 0 comments
    • -2 votes

  • Event forms

    1. Forms
    2. Form types and settings

    Add an event section to a form to accept event registrations. With an event registration form, a form-taker can register for an event, register a guest or additional profiles, and pay for add-ons a...

    • Zane Pimiskern
    • Edited
    • 2 followers
    • 0 comments
    • -14 votes

  • Managing organization member types

    1. Database
    2. Groups and member types

    On this page What are organization member types? Creating a new organization member Creating linked profiles Adding existing linked profiles Notification emails What are organization member type...

    • Zane Pimiskern
    • Edited
    • 1 follower
    • 0 comments
    • -1 votes

  • 2024 Release Notes

    1. Release notes
    2. MC Professional release notes

    December 2024 Bug fixes Itinerary Emails Not Sending: Fixed a problem that was preventing itinerary emails from being sent. Implemented new logic to ensure emails are directed first to the requ...

    • Zane Pimiskern
    • Edited
    • 0 followers
    • 0 comments
    • 0 votes

  • Creating Ad Hoc invoices and credit memos: Individually and in bulk

    1. Financial
    2. Invoicing

    On this page Creating an Ad Hoc invoice for an individual profile  Creating Ad Hoc invoices in bulk Configuring invoice settings Ad Hoc invoices and credit memos are manually created by admins...

    • Zane Pimiskern
    • Edited
    • 0 followers
    • 0 comments
    • 1 vote