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Event Automated Messaging

The Events module has several messages that will get sent automatically to attendees, such as the registration confirmation, registration cancellations, event reminders, and waiting list notices. These messages are both automated and global- they get sent for every event in the software- and they are customizable. …

Edit Testimonials in the Info Hub

Members who have submitted testimonials may edit the testimonials they have submitted.  NOTE : The member must have at a minimum  Edit  access to Web Content in the Info Hub. NOTE: If you have renamed  Testimonials  to your specific terminology, your custom terminology is displayed. The instructions below use the…

Edit a News item 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. Members may edit the news articles that they have submitted. The member must have at a minimum  Edit  acce…

Edit a Job Posting in the Info Hub

Members may edit the job postings that they have submitted. The member must have at a minimum  Edit  access to Web Content. 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 le…

Edit a Coupon in the Info Hub

The submitter of a coupon has the ability to edit the coupon. For Example: If you wish to change the published date, terms of the coupon, etc. NOTE: If you have renamed Coupons to your specific terminology, your custom terminology is displayed. The instructions below use the system terminology. * Click  Cou…

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 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 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 …

Update Directory Listing Information in the Info Hub

NOTE:  The member must have  Create  access level to the  Directories  to be able to update the directory listing settings. See  Setup InfoHub Access  for details on access levels. The settings available to be updated will be dependent on the directory listing type this member has been provided. * Click My Di…

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