Zane P
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Recent activity by Zane P Sort by recent activity-
New member profile FAQs
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 properly? How can I expand the new member profile to be the full ...
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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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Tracking invoice history with the Activity Log
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...
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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? Creating a new organization member Creating linked profiles Adding existing linked profiles Notification emails What are organization member type...
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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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Creating Ad Hoc invoices and credit memos: Individually and in bulk
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...
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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...