Angelica Chamely
Articles
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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...
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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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Mass Update Assigned to Field
Member and Prospect Profiles are typically assigned to the user who recruited them or sold them their Membership. If this Assigned To field must be reassigned, this can be done in bulk using the Pr...