.png)
Email Restrictions in a Contact Record - Functionality
The Do Not Contact and Transactional Only selections on a contact’s email address apply throughout GrowthZone in various ways, depending on where and how an email address is included in the recipient list. Email Restrictions available on a contact record. The idea behind how the code uses those settings, to send …
Associate Continuing Education Components to Events
You can easily offer your continuing education courses using the Events Module. These types of events will display on the calendars you select, and also display as Upcoming Continuing Education Events in the Info Hub. There are two ways to add a certification component to an event- by selecting an existing compone…
How to Merge Records Synced with Black Knight Paragon
Duplicates can happen. Event registrations, member applications, staff error- these are all ways that duplicate contact records can end up in your database. If you're being diligent about database maintenance, or run into issues, you will want to clean these up to help maintain data integrity. Merging records is b…
How to Merge Records that are Synced to CoreLogic
Duplicates can happen. Event registrations, member applications, staff error- these are all ways that duplicate contact records can end up in your database. If you're being diligent about database maintenance, or run into issues, you will want to clean these up to help maintain data integrity. Merging records is b…
How to Merge Records Synced to M1
Duplicates can happen. Event registrations, member applications, staff error- these are all ways that duplicate contact records can end up in your database. If you're being diligent about database maintenance, or run into issues, you will want to clean these up to help maintain data integrity. Merging records is b…
Accrual Accounting in GrowthZone
When setting up your Fee Items you can elect to use accrual accounting. If you are not certain which accounting methodology you are using, discuss with your accountant. Using Accrual Basis, at the fee item level, you will define, the various accounts to be used: * Income (Revenue) Account : This is the revenue acco…
Configure Default Finance Settings
* Click Setup in the Navigation panel. * Click General Settings in the Finance section * Set Logo for Invoices and Statements Click the pencil icon below Logo for Invoices and Statements . NOTE: the icon is visible when you dwell the mouse below Logo for Invoices and Statements. Click Upload to br…
How to Merge Records Synced to Flex
Duplicates can happen. Event registrations, member applications, staff error- these are all ways that duplicate contact records can end up in your database. If you're being diligent about database maintenance, or run into issues, you will want to clean these up to help maintain data integrity. Merging records is b…
Set Up GrowthZone Pay
NOTE: Once you have confirmed your GrowthZone Pay rates and monthly fee, you may setup and configure your GrowthZone Pay gateway. If you have not discussed GrowthZone Pay rates, or are using a different gateway, contact [email protected] for assistance. GrowthZone Pay allows your contacts to ent…
