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Operations
Events Registrations, Member, and Contact Management
Contact Database
- Using the 'Files' Tab in a Contact Database's contact detail
- Using the 'Files' Tab in a Contact Database's contact detail
- How to Import New Contacts to the Contact Database
- Managing Duplicate Contacts
- Merging and Removing Duplicate History Categories
- Updating Credit Card Information on File
- Reporting on History Items created in the Contact Database Module or Membership Dues Module
- Adding a Profile Image (Avatar) to a Contact Database Record
- How To Check a Contact Database Record Account for Current Balance and Unapplied Payments
- Contact Database Module - Introduction Video Tutorials
- How to Add Alerts to Contact Database Records
- How to Export Your Contact Database
- Manage and eliminate duplicate records in your Contact Database
- Connecting the Contact Database to Email Marketing
Vouchers
Events
- Event: Ticket Types
- List of required credit card fields when taking payment on an event.
- How to add multiple event tickets for a registration/order in the Events Module.
- How to Synchronize a Google Calendar with Accrisoft Freedom Events Module
- Advanced Finance - Events: Adding Single Ticket Orders
- How to Change an Event Order After Someone has Already Paid
- Understanding Events Orders
- If you delete an attendee from an event, will the order get deleted?
- Event Form [Array] Issues
- How to Test Events
- Creating Event Tickets at Different Prices for Members and Non-Members
- Adding a .vcs Calendar Link to Events
Member Dues
- Member with Active Term but not in Member Dues
- How to not charge a Prorated first month Membership Dues fee
- Advanced Finance - Membership Dues: How to Freeze and Unfreeze a Membership
- Advanced Finance - Membership Dues: Adding a Member
- Adjusting Membership Dues Draft Invoices for Upcoming Dues Renewals
- Creating Membership Dues Invoice Drafts for Upcoming Dues Renewals
- Advanced Finance - Membership Dues: Renewing a Member
- Advanced Finance - Membership Dues: How to Cancel a Membership
- Advanced Finance - Membership Dues: Changing Membership Level
- Advanced Finance - Membership Dues: Setting up a Recurring Dues SKU
- How To Process Membership Renewals