Angelica Chamely
Articles
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Add Benefits to Multiple Profiles At Once
Benefits can be added to any Member Profile manually, either individually or in bulk. These Member benefits can be configured and optimized using the Membership Level Management feature. To add Ben...
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Creating a Back-Up of Your Website (.zip)
To back up the content on your website, the site can be exported in a zip file. This will create an offline backup. This backup can be saved for later use or even transferred to the site of another...
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Configuring your Join Form Settings
There are several settings available to customize the overall Join Form, rather than one specific form element. To edit these Join Form Settings, select Communication menu > Form Builder. Find the ...
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Task Search
To search for any Task that currently exists in your database, go to the Profiles menu > Tasks. Search by users associated with the Task, Task Title, or Due Date. In the results grid, edit or delet...
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Directory Overview
Table of Contents Video Search Filter Results Detail Listing The online directory is designed to be streamlined and easy to maintain, allowing your members and their businesses to be searchable ...
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Contact Reports Overview
Contact Reports provides various reports summarizing member contact information, such as the last time a member was contacted, and member/prospect contacts. Contact Listing: This report shows con...
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Additional Email Settings
This article is part of a series. At the bottom is a link to the next article. Click Here to view the article that comes before this one. Table of Contents Message Tab Formatting Bar Add Image...
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Changing the Profile Selector Columns
Table of Contents Adding a Field Removing a Field Changing the Order of Fields By default, the Profile Selector grid includes: Profile Name, Related Org/Main Contact, Membership Level, Email Add...
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Renew Member Benefits Manually
Table of Contents Introduction Renew Benefits for a Single Profile Renew Benefits for Multiple Profiles IntroductionBenefits can be set to renew automatically when the member pays a Dues invoice. ...
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Membership Level Management - Frequently Asked Questions
When a profile is assigned to a new Membership Level, the settings previously configured will be used to update the profile. Below are some Frequently Asked Questions regarding this process and how...