Zane P
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Committee import
On this page Overview To upload a .csv file To access your imported data Overview With the committee import tool, you can add external or historic committee records into your MC Professional ...
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Creating Ad Hoc invoices and credit memos: Individually and in bulk
On this page: About Ad Hoc invoices To create an Ad Hoc invoice for an individual profile To create Ad Hoc invoices in bulk Configuring invoice settings About Ad Hoc invoices Ad Hoc invoices and...
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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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Adding Purchase Order (PO) numbers
On this page: About PO numbers To add PO numbers Exporting PO Numbers FAQs About PO numbersTo keep your financial records organized, you can add and update Purchase Order (PO) numbers directly o...
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2024 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...
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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...