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Add a New Event or Copy an Existing Event
There are two ways to create a new event. * In the Events Module, click the "Add New Event" button in the upper right corner. or * In the header bar, click the button and select "Add Event". Both options will open the New Event Wizard . In step 1, you will select whether you are creating a new event , o…
Add a Membership to a Contact
While most of your prospective members may apply on-line, you can also add memberships to your contacts directly in the database. When adding memberships to organizations, those memberships will automatically be inherited by the individuals associated to that organization. The steps below may be followed whether yo…
Import Contacts to a List/Committee
Through import functionality, you can import a file containing the contacts that you wish to add to a list roster. If contacts already exist in your database, the system will match them, if the contacts do not exist, the system will create a new contact. To import a list, start with .csv, .xls, or .xlsx file with col…
Calendars
To display your events (whether publicly, member only, or internally) you will need to set up your calendars. To view or add calendars, click Setup in the Navigation Panel and find the Calendars link in the Event section; OR click Events in the Navigation panel and find the Calendars tab. A list of cal…
About Access Levels
Access Levels drive what functions your staff will be able to perform in the database and what functions members will be able to perform in the Info Hub. Your database has been populated with default access levels that you can use as designed, customize to suit your business needs or you can create your own access l…
Create a Form or Survey
Creating a form is a two step process. First you will add the form, then you will add the questions to your form. * Click Forms/Surveys in the Navigation Panel. * Click the Add button. * Enter details in the fields on the opened page: Name - provide a name for your new form. Description - Th…
Add Merge Fields to a Document Template
Many database fields (merge fields) are available to customize your document templates. An understanding of working in Microsoft Word is necessary to update your templates. Refer to Microsoft Help documentation . Planning Tip! Assistance from Customer Service with your templates may require a longer than normal…
Create and Manage Email Templates
copy and paste. Modify height and width if desired. Email templates provide an easy way to respond to standard email tasks. For example, you may wish to send a thank you email to all those who have attended an event. You can create (or customize a default) template that can be used consistently for all of your e…
