You are using an unsupported browser. Please update your browser to the latest version on or before July 31, 2020.
close
You are viewing the article in preview mode. It is not live at the moment.

Showing articles from view tag

View Continuing Education Activity

Member can view their certification/continuing education activity in their Info Hub. * In the Info Hub left-hand navigation panel, click  Continuing Education . * Click the  Activity  tab. The Activity tab will list all the components the contact has registered for and if they have been completed, as well as t…

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. * Click  News  in the left-hand navigation panel.  NOTE  if you have renamed News to custom terminology, …

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 u…

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. * Click  Coupons  in the left-hand navigation. You can view the coupons in a card view, or click th…

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 . TheOverviewtab will display the following: * My Certi…

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. * Click  Job Postings  in the left-hand navigation.  NOTE  if you have renamed Job Postin…

View Historical Contacts for a List/Committee

You may need to review contacts that were previously active on a list, but have been deactivated. * For the desired list, click the  Contacts  tab. * Click the Customize Filter  button. * Enable the  Include Historical Contacts  option. * Click  Done . The contacts list will refresh and display dropped/inacti…

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 the…

View or Edit Document Template (MAC Instructions)

* Click  Setup  in the Navigation Panel. * Click  Document Generation Templates  in the  Document Generation  section. A list of existing templates will be displayed. * If the template is a system default template: You will need to make a copy of the template in order to open it. Click the ellipsis  to the le…

View Billing Transactions and Pay Invoices in Info Hub

Members may view their account history, and pay bills within the Info Hub. 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  Create  rights to …

scroll to top icon