Angelica Chamely
Articles
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Changing an Existing Profile to a Member
Table of Contents Changing Profile to Member Creating Member Invoice Line Items Payment If a non-member profile or prospect becomes a member, the existing profile can be edited to add them as...
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Exception Reports Overview
This section of Reports provides reports for various exception scans, such as Members without an Active Listing, ARB Exceptions, duplicate profile report, etc. Members Without a Main Contact: This ...
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Sales Opportunities Reports Overview
This section of Reports provides various data collections for sales opportunities, such as sales funnel by individual, sales prospects, and sales opportunities created. Sales Opportunities Created:...
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Profile Selector Common Data Views
Common Data Views is a section available in the Profile Selector that offers a list of pre-determined searches based on common searches, such as All Members.To run a pre-determined Common Data View...
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CopyMe
Table of Contents Setup Usage Questions CopyMe is a special feature used to automatically record the emails sent from an email service (Outlook, Gmail, etc) into the "Contacts" section of MC Tr...
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Admin Reports Overview
This section of Reports provides various reports for admin analysis, such as audit trail history, user role rights, and more. FUGA (Feature Usage Gap Analysis): This report identifies which feature...
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Export Mailing Information to Excel
To export an Excel sheet of mailing information for a specific set of profiles, go to:Reports > Run a Report > Profile Reports > Mailing Exports. Select the report that represents the group of mem...
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Managing Member Portal Logins
Tables of Contents Adding a Username and Password Pushing a Reset Link out to the Member Pushing a Reset Link in a Customized Email Editing a Password Resetting a Password Disable Portal Login Deac...
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▷ Adjust or Refund an Invoice/Payment
To write off an open line item, apply a discount, or refund a payment, open the invoice that requires adjustment. Search for the profile and select View Transactions to find the invoice, or go to R...
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Configure Online Payment Receipt
The Online Payment Type is the default payment type used in any online payment in which no other payment type has been specified. If an Accounting Package has not been set up, this is the default p...