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Create a Component - Exam
* In the Certifications module, select the Components tab. Click the drop down arrow next to the Add Course button and select Add Exam . * In the Add Exam window, configure the following: Enter a Name for the exam. Enter a Code for the exam (optional). Enter a Description of the exa…
Event Management FAQ
How can I change the way fees are displayed on invoices? Click here . How can I generate a list of all session attendees? Click Here How can I setup my fees so that I can defer revenue revenue recognition to the date the event starts? * Select Setup. * Click Fee Items in the Services, Products and Commerce…
Sessions: Overview
If you subscribe to the Expo module, you will have an option to add Sessions to your event (you can do this either when then event is created, or to an existing event). Sessions will allow you to schedule multiple "mini-events" within the event itself, occurring simultaneously, and your attendees will be able to sele…
ACH Payments
There are several different areas in the database that will allow customers to enter their ACH bank information instead of entering a credit card number. This is available to GrowthZone Pay customers only. * Events * Fundraising * Info Hub * Membership Application * Store * Web Content IMPORTANT: Staff can…
Set up User Info Hub Login Settings
The Login Settings allow you to define default access levels, user validation methods, and password configuration for access to the Info Hub. * In the Navigation panel, select Setup . * Click End User Setup in the Staff and Users Setup section * Click the Login Settings tab. Configure the following setti…
Use Case: One Event, Two Components- Granting COEC and COEN Credits for a Single Class
REAL ESTATE EDITION ONLY There are instances in which a REALTOR® association will have a single class granting both COEN and COEC credits. Components can have only one type (COEC or COEN) and attaching two components to a single event will grant BOTH credits to ALL attendees- which is really not optimal, to say th…
On-Demand Video Training
We know you're busy! There are lots of on-demand, previously recorded sessions on a variety of topics available for when it's convenient for YOU. GrowthZone Core Modules GrowthZone Solution Overview This session is an introductory tour to help new users (or those requiring a refresher) learn how to navigate in Gro…
Code of Ethics and Continuing Education
Real Estate Edition ONLY Webinar: Continuing Education and Code of Ethics (approx. 45 minutes) Download the handout here If you have the Real Estate Edition of GrowthZone with the Continuing Education module, you can set up a certification and components that will automatically update a REALTOR's Code of…
Categories, Tags, or Custom Fields?
Should you use a tag, a custom field or a category? Here are some guidelines, but you may find that you need to deviate at times. Tags * If the information is intended to be for “internal use” only and is used to segment records into groups. For example: Minority owned, Hot Prospect, Ice-cream lovers * If you w…
Create a Component - Course
* In the Continuing Education module, select the Components tab and click the Add Course button. * In the Add Course window, configure the following: Caption Enter a Name for the course. Enter a Code for the course (optional). Enter a Type for the course (This is optional EXCEPT whe…
