Angelica Chamely
Articles
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▷ Sales Opportunity Dashboard
On the main dashboard, a Sales Opportunity window displays all sales opportunities assigned to your user profile. (If the window is not available, you have not been assigned any Sales Opportunities...
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Form Builder FAQ's
Frequently Asked Questions:Q. If I set the form up to "Not Create a profile," can I create a profile after the submission is recorded?A. Yes; on the General and Donation form, you can configure the...
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Prepare Excel Profile Data for Importing
Adding new profiles to MC Trade can be as simple as an admin or user manually creating a profile, but profiles can also be imported in bulk using the Import Profiles feature by inputting the necess...
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Profile Reports Overview
The Profile Reports section provides reports for various profile sections, such as affiliation codes, relationships, and profile change requests. It contains sections for creating profile-specific ...
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▷ Revenue Module Overview
Table of Contents Video Select Invoices Pricing Calculations Generate Invoices Apply Payments Credit Card Activity Ecommerce Transactions Pledge Campaigns Post Transactions Posted Batches The Re...
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Event Settings: General Settings
Table of Contents Name and Schedule Event Image and Types Location Information Description and Course Information The General Settings tab for an event includes basic event information such as date...
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▷ Creating and Managing Invoices
Table of Contents Life of an Invoice Adding an Invoice From the Profile From the Invoice Selector Editing an Invoice From the Profile From the Invoice Selector Deleting an Invoice Life of ...
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Managing Benefit Types
Table of Contents Adding Benefit Types Editing or Deleting Benefit Types Adding Benefit Types Select the Admin menu > Manage Codes. Select the Member Codes > Benefit Types. Select Add A Benefit ...
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Email Overview
This article is the first in a series. A link to the next article is available at the bottom of the page. Table of Contents Send Email Message Admin Recent Contacts Send Email Send Email is a t...
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▷ Creating and Managing Profiles
Table of Contents Finding a Profile Adding a Profile Editing a Profile Deleting a Profile Finding a ProfileThere are two ways to search for a Profile: Use the Quick Search field on the Dashboard...