Articles

• Duplicate Accounts / Members

  Overview The Duplicate Accounts report lists accounts that have potential duplicates within the system. Accounts can be merged from this...

  August 29th, 2021 1560 views 0 likes

• View Pending Accounts and Pending Members

  Overview Pending Accounts Report This report shows any new accounts that are pending approval. From this location, accounts can be...

  August 29th, 2021 1582 views 1 likes

• View Member Discounts

  Overview Member Discounts are applied at the account level and can be applied to entire account or to a specific...

  August 29th, 2021 1273 views 0 likes

• View Member Questions

  Overview Member questions are those that are answered upon account member creation. Answers do reside within the individual accounts but...

  August 29th, 2021 1202 views 0 likes

• Add Required Documents

  Adding Files, Documents, pdfs Documents like pdfs, word files, image requirements, and more can be added as requirements to accounts,...

  October 6th, 2022 1935 views 1 likes