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Setting Up QuickBooks Classes
copy and paste. Modify height and width if desired. Classes can be used in GrowthZone to provide you with greater control over revenue categorization. As in QuickBooks (Desktop and Online), you can create classes that you assign to transactions. This lets you track account balances by department, business office …
Setting up Fee Items for NAR eCommerce and NRDS Splits
REALTOR® Associations using NAR's eCommerce have some additional considerations when setting up their fee items. Primarily, where the funds should be directed (to the National, State, or Local association level). To setup fee items for NAR eCommerce and NRDS Splits: * Follow the steps described in Setup Stand…
Using Mobile Readers with the Staff App
IMPORTANT: The use of Mobile Readers for processing payments is ONLY available for those using GrowthZone Pay or NAR Ecommerce for credit card processing. Click here to see more information about GrowthZone Pay. Supported Readers Mobile Reader Description Recommended!!! When your mobile devices have a blueto…
Not In CRM or Events Attendees Potential Contacts
Events Attendees Potential Contacts In the course of an event, you may have contacts registering that are not part of your member base. These contacts may be part of your community, or event attendees from outside your area. In any case, if you are not matching all the attendee registrations in an event (which is op…
Fields Sent in Zapier
Integrating the Zapier tool in GrowthZone allows can take your GrowthZone memberships and events to the next level. The following lists contain the fields that are sent in our Zapier "zaps" for both memberships and events. *NOTE GrowthZone integrated with Zapier is very limited. The only triggers we have availabl…
Cancel or Postpone an Event Manually
It is unfortunate, but at times, you may find it necessary to postpone or cancel an event. If you choose not to use the automated options to postpone or cancel , you can update your event and perform accounting actions manually. Here are some best practices for these situations: * Update the Event Title…
Send a Mass Email
GrowthZone provides you with an Address Book where lists/committees that you have created and dynamically created grouping have been created. For example, the system has dynamically created a group of all of your active members. Other dynamically created groups include member categories, event registrants, event at…
Set Up Your Invoice Template(s)
Within your database you will be able to define the templates that you wish to use for invoices, statement, credit memos, etc. The steps described use the default invoice template as an example, but follow the same steps to customize other billing documents. A standard invoice template (Invoice.docx) is built into th…
Exhibitor Activity Report
The Exhibitor Activity Report provides the ability to view event exhibitors. The report filters by exhibitor name, event date range and exhibitor type. * Click Reports in the Navigation Panel. (You can also access this report by using the dropdown next to the Add Registration button in the Attendees tab, OR b…
View Contact Activity
There are many types of communication and activities that may be happening with a member/contact, which may involve various staff members. The activities tab provides a single place to quickly see a summary of all of these activities. Filter on the specific type of activity you wish to review. Did you know... …
