Basic Actions Within Account Screens

Basic Actions

New Account Notes Screen
Account Notes are notes that can be entered into individual member accounts and saved within the account. Account Notes are only visible to users who have t...
Wed, 13 Oct, 2021 at 11:25 AM
Change a User's Password
New Account Screens To change a users password Go to the Dashboard, Select Membership >>Account  Search for the account that you need to updat...
Tue, 8 Mar, 2022 at 5:50 AM
How to Close an Account & Closed Accounts
View Closed Accounts To view Closed Accounts go to the Dashboard >>  Membership  >> Accounts  To the right you will see the "show c...
Wed, 6 Apr, 2022 at 8:01 AM
What is an Inactive Account Type vs Inactive Flag vs Closed Account
Quick Answer Inactive account type   = this is just an account type that the pool admin had named 'inactive', she could have named it "Skip...
Fri, 16 Apr, 2021 at 11:20 AM
Adding a Custom Field on an Account
Adding the Custom Field to the Account.  Log into the Dash Board and go to Membership>> Accounts. On the lefthand side you will see a 'Settin...
Fri, 8 Oct, 2021 at 2:47 PM