Angelica Chamely
Articles
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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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Add Additional Emails to a Profile
Profiles are typically associated with a Primary Email Address that is added when the Profile is created. This Email is used by default in any communication sent to that Profile. The Primary Email ...
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Adding and Removing Profile Affiliation Codes
Affiliation codes come from a customizable list based on how information and Profiles should be organized. These codes can be used to create Profile lists for various things, such as committees, ma...
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How to Fix a Google Maps Member Listing
MC Trade uses Google Maps to populate map coordinates in the Member Directory. Occasionally, the coordinates may be populated incorrectly. To correct this issue, the coordinates will need to be man...
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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...
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Creating or Editing Promo Codes
Promo Codes are discount codes that can be provided to members and other event attendees, allowing them to register for an event at a discounted price. When creating a Promo Code, there is flexibil...
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Merge Profiles
In the case of duplicate Profiles, or mergers and acquisitions, Profiles can be merged using the Profile Merge Tool to combine all information and history from both Profiles in one place.The logged...