Angelica Chamely
Articles
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Generate Tasks from Project Type Template
Generating tasks from a Project Type Template allows the organization of many recurring tasks without having to create the same task again and again. These pre-determined tasks can be assigned to a...
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Select Profiles by Member Relationship
The Profile Selector's Profile Info tab offers a list of ways to filter profiles, including by Member Relationship.To sort profiles by Member Relationship, follow the steps below.Select the Profile...
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Committee Reports Overview
This section offers various reports to summarize committee-related data, such as committee roster, or meeting attendance sheet. Committee Summary: This report provides a summary of active and inact...
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Changing a Member's Membership Level
Find and open the profile. Select Edit Profile to go to the Profile Edit screen. Select the Membership Information tab on the left side. Use the Membership Level dropdown tab to change the Membe...
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Viewing Analytics for Specific Messages
This article is part of a series. At the bottom is a link to the next article. To start with an overview, click here to go to the beginning of the series. Table of Contents Viewing Message Details...
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Revenue Reports Overview
Revenue Reports offers many reports to summarize various revenue data, such as accounts receivable summary, collection reports, and revenue by type. It contains sections for Accounts Receivable Rep...
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Apply Tax to Revenue Items
To apply tax to a revenue item, a tax item must first be created.Go to Admin > Manage Codes > Revenue Codes > Revenue Items.Create a new revenue item. This revenue item will act as a tax item that ...
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Adding and Managing CEUs
Continuing Education Units (CEUs) can be added to profiles manually or through Event registration. Before CEUs can be set up for events or profiles, CEU Credit Types must first be configured. Click...
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Web Reports Overview
This section of Reports provides many reports for the Web Directory, Referrals, Events, and Communication, as well as a Web Input Results report. Web Directory:Listing By Category: This report show...
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Creating and Managing Event Items
Table of Contents Introduction Adding an Event Item Adding a New Item Copying from an Existing Item Event Item Settings Editing an Event Item Deleting an Event Item Video IntroductionAn event...