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 980 views 0 likes

• View Pending Accounts

  Overview This report shows any new accounts that are pending approval. From this location, accounts can be approved, declined, or...

  August 29th, 2021 904 views 0 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 839 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 731 views 0 likes

• Add Required Documents

  Access the Required Documents Open the Administration tab on the leftside navigation menu Select the Settings option Click the Account...

  October 6th, 2022 727 views 1 likes