Member Splash - Solutions Articles

The Accounts Tab 7

• Update an Existing Account
• Add a New Account
• Membership Account Screens - Bulk Updates
• Membership Account Screens - Reports & Downloads
• View, Add or Remove an Account Types, Tags, Custom fields

View all 7

The Members Tab 3

• Members Screen-Reports & Downloads
• Add & update a Member to an Existing Account
• Member Level Change Log

Basic Actions Within Account Screens 5

• New Account Notes Screen
• Change a User's Password
• How to Close an Account & Closed Accounts
• What is an Inactive Account Type vs Inactive Flag vs Closed Account
• Adding a Custom Field on an Account

More - Basic Actions Within Account Screens 4

• How to "Switch to" a Member Account
• Adding / Viewing Check-In Notes
• Print Mailing Labels
• Change the Payment Status of an Account & Member