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 480 views 0 likes

• View Pending Accounts

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

  August 29th, 2021 400 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 355 views 0 likes

• View Member Questions

  Your browser does not support HTML5 video. Overview Member questions are those that are answered upon account member creation. Answers...

  August 29th, 2021 408 views 0 likes

• Add Required Documents

  Required Documents can be added to Accounts, to Activities, or to Memberships and are stored in the member's information page. ...

  October 6th, 2022 148 views 0 likes