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View Continuing Education Activity
Member can view their certification/continuing education activity in their Info Hub. 1. In the Info Hub left-hand navigation panel, click **Continuing Education**. 2. Click the **Activity** tab. ![screenshot][1] The **Activity** tab will list all the components the contact has registered for and if they have be…
View News posts in the Info Hub
Your members can view and add News via the Info Hub. **NOTE:** If you have renamed **News** to your specific terminology, your custom terminology is displayed. The instructions below use the system terminology. 1. Click **News** in the left-hand navigation panel. **NOTE** if you have renamed News to custom termino…
View Testimonials in the Info Hub
Testimonials are a great way for your members to share their thoughts about events, membership, etc. in the Info Hub. Testimonials may be viewed, edited and added via the Info Hub. **NOTE:** If you have renamed **Testimonials **to your specific terminology, your custom terminology is displayed. The instructions below…
View Coupons in the Info Hub
Your members can view and add coupons via the Info Hub. **NOTE:** If you have renamed **Coupons** to your specific terminology, your custom terminology is displayed. The instructions below use the system terminology. 1. Click **Coupons** in the left-hand navigation. ![][1] You can view the coupons in a card view…
View Certification Status in the Info Hub
If using the **Continuing Education** module, your members may view their certification status, apply to your certification programs, and sign up for certification events via the Info Hub. In the Info Hub left-hand navigation panel, click **Continuing Education**. ![screenshot][1] The **Overview** tab will disp…
View Job Postings in the Info Hub
Your members can view and add Job Postings via the Info Hub. **NOTE:** If you have renamed **Job Postings **to your specific terminology, your custom terminology is displayed. The instructions below use the system terminology. 1. Click **Job Postings** in the left-hand navigation. **NOTE** if you have renamed Job …
View Historical Contacts for a List/Committee
You may need to review contacts that were previously active on a list, but have been deactivated. 1. For the desired list, click the **Contacts** tab. ![screenshot][1] 2. Click the Customize Filter ![][2] button. 3. Enable the **Include Historical Contacts** option. ![screenshot][3] 4. Click **Done**. Th…
View or Edit Document Template (MAC Instructions)
1. Click **Setup** in the Navigation Panel. 2. Click **Document Generation Templates** in the **Document Generation** section. A list of existing templates will be displayed. 3. If the template is a system default template: 1. You will need to make a copy of the template in order to open it. Click the elli…
View or Edit Events
You may view your events by selecting **Events** in the Navigation Panel **OR** you may type the event name in the **Search** box in the header bar. When you select events in the navigation panel all of your events will be displayed. You may view the events in list format or in card format by clicking the icons on th…
View Billing Transactions and Pay Invoices in Info Hub
Members may view their account history, and pay bills within the Info Hub. ![][1] **NOTE:** In order for a member to manage an organization's account, they must have at a minimum **Create** rights to **Organization Account Info**. In order for a member to manage their own account, they must have at a minimum **Creat…
