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Support Articles

by Charisse Guevara 14 February 2025
Setting up CNAME for UCC Certificate
by Charisse Guevara 14 February 2025
How to pull a report of members' designations?
by Charisse Guevara 14 February 2025
To update the contact type in the CRM, follow these steps: Go to CRM Configuration. Click on Contact Types. Click "Click here to edit contact types." Then click "Add New Contact Type" to add a new type.
by Charisse Guevara 14 February 2025
How to create discount code for new members?
by Charisse Guevara 14 February 2025
How to set up Renewal Emails?
by Charisse Guevara 14 February 2025
How to edit an event's General Ledger Account?
by Charisse Guevara 14 February 2025
How to charge a registration fee for new members?
by Charisse Guevara 14 February 2025
How to restrict List-Only users from registering as a member during event registrations?
by Charisse Guevara 14 February 2025
How to update the welcome email verbiage?
by Charisse Guevara 14 February 2025
How to add video in a Newsletter?
by Charisse Guevara 14 February 2025
What is a texting keyword?
by Charisse Guevara 14 February 2025
How to rename the chamber domain?
by Charisse Guevara 14 February 2025
What is Recite Me?
by Charisse Guevara 14 February 2025
What is a Community Clicker?
by Charisse Guevara 14 February 2025
How can I view the open rate statistics for my broadcast emails?
by Charisse Guevara 14 February 2025
How to add custom fields to event registrations?
by Charisse Guevara 14 February 2025
Where do I find the Bounced Email Report?
by Charisse Guevara 14 February 2025
How to enable Prospect Temperature feature?
by Charisse Guevara 14 February 2025
How to enable Marketing Landing Page Statistics Email?
by Charisse Guevara 14 February 2025
How can admins send login invitations to MMS members?
by Charisse Guevara 14 February 2025
Where can members locate the modules they have access to?
by Charisse Guevara 14 February 2025
Where can members view their past event registrations?
by Charisse Guevara 14 February 2025
Stripe: Email Settings for Successful Payments and Refunds
by Charisse Guevara 14 February 2025
How To Adjust Renewal Invoices?
by Charisse Guevara 14 February 2025
Directory Slow or Not Loading
by Charisse Guevara 14 February 2025
Do We Offer Auto-Renewal to Members?
by Charisse Guevara 14 February 2025
How to Register Multiple Attendees for an Event?
by Charisse Guevara 14 February 2025
How To Grant Full Admin Access to Chamber Staff/Members?
by Charisse Guevara 14 February 2025
How To Grant Partial Admin Permission To Members?
by Charisse Guevara 14 February 2025
Can we have more than one log-in for our members?
by Charisse Guevara 13 February 2025
How to rename the "registration fee" from New Member Registration page?
by Charisse Guevara 13 February 2025
You can use the Add another date pair tool in the Calendar Admin and the copy feature in the Event registration to create copies of a same event. 1. Go to Calendar Admin and click Add New Event 2. Click the Add another date pair to add more start/end dates (see attached) 3. Save and Continue 4. Complete the information then save. 5. Next is to create a usual event registration. 6. Once everything is all set, go to the Event Registration list. 7. Click the copy button under the Event Functions. This will copy all the details that were entered earlier including the event start/end date and time, event details, packages, and custom fields.(see attached) 8. The duplicate copy's name generated will be "copy of + original's event name". Look for it and update the event start/end date since the dates were copied over too from the original one. 9. Repeat the same steps to create more copies of the registration. 10. Make sure each calendar of event is linked to it's event registration by going to each calendar of event settings > Advanced Options > Link to Event Registration System
by Charisse Guevara 13 February 2025
If a payment/credit has to show on the invoice, that would need to be programmed and is billable. What you can do is create a statement for the member. This will show when payments or credits were applied. To create a statement: 1. Search for the member in the Member Database 2. Click on the dollar icon to go to Billing 3. In the Functions box, click Create Statement 4. Change the Begin Date and End Date to filter the range of the transactions 5. Click Submit 6. Click for PDF output.
by Charisse Guevara 13 February 2025
How to add new business category?
by Charisse Guevara 13 February 2025
How to Generate an Engagement Report?
by Charisse Guevara 13 February 2025
How Does Engagement Scoring Works?
by Charisse Guevara 13 February 2025
Is There a Way to Add a Cash Payment Method to the Event Registration?
by Charisse Guevara 13 February 2025
Member Not Showing on the Directory?
by Charisse Guevara 13 February 2025
How to Fix Footer Error on Broadcast Message Editor?
by Charisse Guevara 13 February 2025
How to Integrate Quickbooks on your System?
by Charisse Guevara 13 February 2025
How to update G/L codes?
by Charisse Guevara 13 February 2025
How to Send Drop Notification Email to Members?
by Charisse Guevara 13 February 2025
How to Access an Account or Retrieve Login Credentials
by Charisse Guevara 13 February 2025
Merchant Account Privacy, System Policies, and Copyright
by Charisse Guevara 13 February 2025
What Merchant Account Supports AutoPay?
by Charisse Guevara 13 February 2025
How to Integrate Merchant Account with the System?
by Charisse Guevara 13 February 2025
How to Track Event Attendance Using Mobile App QR Code?
by Charisse Guevara 13 February 2025
How to set up Chamber Mobile Application?
by Charisse Guevara 13 February 2025
How to Mass Review Members' Marketing Landing Pages?
by Charisse Guevara 13 February 2025
How to Enable the County Drop-Down on your Member Database?
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