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Knowledgebase
Help Articles
Administrator Help
Administrator Help
FAQs
(6)
How to update the finance settings
How to search for a member
How to update the Welcome Message Dashlet
How to delete a member, non-member, or staff
Bulk Actions List
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Community Groups
(9)
How to manage group categories
How to create a new group
How to delete a group
How to update group settings
How to set positions in groups
View all articles in Community Groups
Communication
(16)
How to send an email
How to add an attachment to an email
How do I schedule an email?
How to use merge fields
How to view the email traffic report
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Documents
(7)
How to upload documents
How to delete a document
How to get a document's URL or website address
How to edit a document
How to create a documents folder
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Events
(14)
How to delete an event
How to send event emails and invitations
How to create an event
How to add another ticket
How to enable Zoom Integration
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Membership
(14)
How to import members
How to add a member
How to setup price plans
How to view, edit, and delete membership types
How to setup renewal reminders
View all articles in Membership
Website
(41)
What is the image library
How to embed a YouTube video
How to add a dynamic carousel to the home page or custom page
How to add an image or picture
How to add a link
View all articles in Website
Donations
(3)
How do I setup and use donations?
How to create a donation campaign?
How to view the donation analytics?
View all articles in Donations
Products
(4)
How to add a product?
How do I view the product store?
How do I configure product catalogs?
How do I configure the store order settings?
View all articles in Products
Officers
(3)
How to search and export the officers
How to assign officers
How to update officer settings and account positions
View all articles in Officers
