Angelica Chamely
Articles
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Overview of Referral Reports
The Referral Reports section in Reports > Run a Report > Referral Reports provides various reports that summarize referral data, such as referrals by date, top categories, and successful directory ...
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Viewing Message History and Analytics
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. Message History Every email is archived and available in ...
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Adding Search Fields in the Profile Selector
Table of Contents Breakdown of Operators Multiple Search Fields Breakdown of OperatorsWhen adding a search field, there is an operator to show the relationship between the search field and the v...
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Create a Member's Listing for your Online Directory
Creating a new member listing for the online directory can be done simply by editing the profile and selecting the Listing tab. Basic member listings are easy to create, but there are many advanced...
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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 Web Components 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...