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Membership
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
Help Desk Software
by Freshdesk Support Desk