Amy Jorgenson
Articles
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Integrate MC Trade with Sage IntAcct Accounting Package
MC Trade integrates with Sage Intacct to help streamline your accounting data entry. You can set up the integration to link to your company's Sales Intacct file, use this connection to import your ...
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Integrating Intacct: Set up IntAcct Locations and Departments
Integrating MC Trade with your Intacct accounting system allows you to easily keep the two applications in sync with each other. Once connected, MC Trade will be your system of record for revenue t...
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Data Conversion Workbook
Your MC Trade database is capable of tracking an immense amount of information about your members, from demographics and relationships, to participation history and engagement preferences.As a new ...
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Breakdown of Profile Name Fields
For an organization or individual profile, there are several fields for storing names. Some include: Organization Name, First Name and Last Name, Report Name, and Sort Name. All of these are found ...
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What is Entity Management?
Setting up entity management is complex. Many of the steps cannot be completed without the assistance of our team. Please visit our Professional Services page to inquire about the Entity Set Up pac...
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Initial Setup for Entity Management
Setting up entity management is complex. Many of the steps cannot be completed without the assistance of our team. Please visit our Professional Services page to inquire about the Entity Set Up pac...