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Use Case: Find All Payments Made By a Single Contact Over a Specific Date Range
Using the Transactions by Contact Report , you can display all payments received from a contact, over a specific date range. This could be helpful if a contact needs a record of all of the payments they have made to you for tax purposes. * Click Reports in the left navigation panel and select Transactions by …
Continuing Education Example: A Simple Setup
This article will step you through how to set up a super-simple continuing education program in GrowthZone. This setup makes the following assumptions: * No customization of program or component certificates ( here are instructions, but we won't cover them in this article! ) * No fees being charged * No objecti…
