Angelica Chamely
Articles
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Flag a Benefit as Used
Once Benefits are assigned to profiles, either through the Membership Level Management process or manually, those Benefits can be tracked through a process called Flagging. Benefits can be flagged ...
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Undrop Previously Dropped Members
If a member has been dropped and the membership needs to be renewed, the member can be "undropped" and their membership can be reinstated in full. if the member was dropped using the Drop Actions s...
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Approve Profile Change Requests
In the Members Only portal, Members can log in and submit changes to their current Profile information, such as general contact info, social media links, category listings and preferences, and more...
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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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Restore a Deleted Profile
It is generally recommended to avoid deleting Profiles, as this will erase important historical data, but if a Profile is deleted and needs to be recovered, the Admin menu offers a tool to restore ...
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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...