Lists/Committees
- Contactid field required in saved report to update a dynamic list
- Delete a List/Committee
- Lists/Committees: Files Tab
- List and Committees Video Tutorials
- Lists/Committees: Events Tab
- Working with Lists/Committees
Getting Started
- Clear Browser Cache
- Introduction
- Browsers Supported
- Go incognito in Browser
- GrowthZone University FAQ
- Working With Directories and Listings
Benefit Tracking
- Benefit Tracking Tips and FAQ's
- Benefit Tracking Helpful Videos
- Benefit Usage Report
- Benefit Tracking - Product Launch Resources - GZ
- Benefit Tracking - Getting Started
- How to Track Benefit Tracking and Reports
Data Tools
- Remove Saved Payment Profiles
- Mass Void Invoices
- Set Invoice Delivery Preference
- Set Contact Business Access Levels
- Update Expiration Dates (in bulk)
- Add Directory Listing (in bulk)
Category Lists
- Reassign Categories
- View Directory Categories
- Category List Options
- Add a Category to a Category List
- Add Categories to your Directory
- Create a Category List
Set Up Basic Account Settings
Info Hub Forum
- CONTENTS- Info Hub Forum
- Searching/Filtering the Forum
- Delete a Comment
- Watch Topics
- Like a Comment
- Edit a Comment
Working with the Dashboard
- Remove a Widget
- Add Widgets to the Dashboard
- Edit Widget Settings
- Move a Dashboard Widget
- Dashboard - Getting Started Tab
- Dashboard - Action Center
Managing Lists/Committees
- Display your Board of Directors List Publicly
- Smart List FAQ
- Populate a List/Committee Roster from Membership Activation
- View Historical Contacts for a List/Committee
- Set Contact Display Order
- Create Mailing Labels for Lists/Committees
Working with Resources in the Info Hub
- Deleting Files and Folders in the Resources tab
- Working with Resources in the Info Hub
- Working with Resources in the Info Hub
- Hide the "My Files" tab in the Info Hub Resources
- Share Links to Resources to the Info Hub
- Add Resources Viewable by the Member and Staff Only to the Info Hub
Member Access to the Info Hub
- Re-enable Info Hub Access
- Allow Users to Manage their Invoice Delivery Preference
- Edit User Access levels
- Disable Info Hub Access
- Change Info Hub Access Level
- Delete User Info Hub Access
Set Up Access Levels and Credentials
- Special Topic: Member Belongs to Multiple GrowthZone Organizations
- Manage Staff Access Levels
- Re-enable a Staff User
- Reassign Staff
- View Staff Users
- Change Staff Access Level
Memberships
- Mark a Membership Pending Approval until Dues Paid
- Remove a Membership Type
- Change a membership from active to courtesy
- Membership Reports
- Global Membership Settings Specific to Billhighway
- View Membership Activity
Communications
- Email Validation
- CONTENTS - Communications
- Review Any/All Communications
- Email Display Issues
- Communications Video Tutorials
- Send a Push Notification
Billing
- Create a Sales Report
- Create a Detailed Deposit report
- Entering an ACH Payment into the back office
- 1099-K FAQ
- Unassign Payment Profile from Membership Dues
- Manage Invoices for Upcoming (Recurring) Billing
Metrics
Initial Billing Setup
- How is proration calculated in GrowthZone
- Disable/Enable Run Upcoming Billing
- Setting Up QuickBooks Classes
- Supported Payment Processors
- Configure System to Automatically Email Invoices for Scheduled Billing
- Reactivate a Fee Item
Membership Changes
- Add a Join Reason to an Existing Membership
- Edit Membership Type Pricing
- Manage Membership Change
- Upgrade a Membership
- Downgrade a Membership
- Delete a Membership
Managing Organization Membership Related Contacts
Event Management
- Event Revenue Reporting
- Issue Refund for a Cancelled Event
- Postpone an Event - Automated
- Event Management FAQ
- Events Use Case: Golf Tournament
- CONTENTS - Event Management
Events
Cloud
- Rename a Resource Folder
- Delete a Document from the Cloud
- Working with Folders in the Cloud
- Edit a Document in the Cloud
- Delete Folders from Cloud Resources
- Moving Folders in the Cloud
Contacts
- Search for a Contact
- Getting Account Numbers from GrowthZone into your import file
- Managing Your Contacts
- Best Practices for a Clean & Healthy Database
- Import Contacts
- Update Additional Information for an Individual