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View or Edit Contacts on a List/Committee
You may view and/or add contacts to a List/Committee on the Contacts tab. NOTE: You can also add individual members to the list/committees from their contact page. View Contacts on a List/Committee * Click Lists/Committee in the Navigation Panel. A list of the lists/committees currently configured in your sy…
View Resources in the Info Hub
Via the Info Hub, you and your members can easily share resources. Your members will also be able to upload files to a My Files folder that would only be visible to that member, but also attached to the member's files tab in the back office. Members may add files, images, videos, etc. Members must have View ac…
View or Edit Document Template (PC 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 it in order to open it. Click the ellipsis to the left of the …
Allow the Public and your Members to View or Join a List/Committee
You GrowthZone software provides you the opportunity to display lists & committees on your public web page and the InfoHub. For example, you may wish to display your staff or Board of Directors on your website. If you choose to display members of the list, the following information will be displayed: * Name * Orga…
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…
