Novi AMS

Erin-M Marks

Pete Zimek, CAE

Jenn Norman, CAE

Set up Novi AMS to work the way your association works.

Setup & Settings

Learn some of the terminology associated with using the Novi AMS Platform with this glossary of terms.

Novi Terminology

Learn when the Daily Digest email is sent and what information is included.

Daily Digest Overview

A brief overview on how to determine what information was changed and who made changes to members, events, blog posts, and other sections.

Audit Log: Who Changed What & When

Overview of all available fields that can be added as display columns when viewing and exporting lists on the backend of Novi AMS.

Available Columns in List Views & Exports

Learn how to navigate more quickly through your Novi admin.

Quick Create & Recently Viewed in Novi

Your membership data is mission critical to your organization, and Novi is here to help ensure you don't lose any of it.

Does Novi Backup My Membership Data?

Where to find and manage admins within the Novi database.

Managing Association Admins

Create a succession plan that ensures the continuity and security of your Novi AMS system during staff transitions, exits, or emergencies.

Association Admin Succession & Transition Planning in Novi

Checklist to manage staff changes in Novi - remove users, assign replacements, and ensure smooth handoffs.

Staff Transition Checklist

Set default tabs, manage your admin login, and more!

Admin User Preferences

General

Learn how you can manage your contact information, update your logo, customize and enable features, and more from Association Settings.

A Guide to Association Settings

Differentiating the frontend visibility and terminology used regarding family relationships between records.

Editing Individual and Company Parent Record Settings

Managing Analytics & Scripts Through Association Settings

Set your communication preferences for transactional emails in Association Settings.

Association Settings: Transactional Emails

The Spam Filter can be expanded to include words from spam messaging that your organization has received.

Add Custom Words to Your Spam Filter

Avoid charging sales tax on transactions made by out-of-state users

Turning Off Sales Tax for Out-of-State Transactions

UA has been sunset by Google and GA4 Measurement ID is the way to track analytics on your Novi site.

Transitioning to Google Analytics 4

Learn how to add Google Analytics and Google Tag Manager to your Novi Settings.

Google Analytics and Google Tag Manager

Display a key profile detail in the Member Compass on individual and company profiles.

Configuring the Profile Special Field in Member Compass

Samantha Prosser

Melisa Smith

Association Settings

Learn how to connect, run and clean-up your dirty data!

Clean Up Your Dirty Data with DataMaid by Novi AMS

How to enable and set up Multi-factor Authentication (MFA) for association admins and members.

Multi-factor Authentication

Tips for ensuring that QuickBooks and Novi AMS are sync'd correctly.

Proofing QuickBooks Sync to Novi AMS

Sample Documents for Educational Purposes Only

Terms of Service & Privacy Policy

Learn how to set up an automated out of office message when your website visitors reach out on the Contact Us page.

Out Of Office Automatic Emails

Jaime Morgan, CAE

Setup

Learn how to create a custom field that can be added to member records and event registration forms, and also see some common examples.

Creating Custom Fields in Novi

Review and edit the email messages that are sent to your members for renewal invoices and auto-pay notices.

Smart Renewal Notices: How to Send Emails for Membership Renewals

Learn how to add (or remove) custom field information to your member directory profile pages.

Add Custom Fields to Directory Profiles

Learn how to add, remove, rename, and change the display order on a "set of options" custom field.

How To Edit "Set of Options" Custom Fields

Melanie Dupont

Customization

What to do if you have trouble accessing your Novi website.

Novi AMS Platform Uptime & Status

Learn how to use Intercom ("the blue bubble") to communicate with the Novi AMS Support and Product teams.

Receiving Customer Support & Updates via Intercom

Learn how to help the Novi AMS support team resolve issues quickly.

Reporting Bugs

Saved Credit Card Fraud Prevention

Novi Notes and Help Resources

Support

Association Management Software

Find answers and get help from Intercom Support and Community Experts

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