The Member Record
By Melisa and 5 others6 authors31 articles
- Create a New Company or Person
- Membership Information Fields on a Member's Record
- Change a Person's Parent Member
- Remove a Person from a Company
- Create a User Account from the Admin
- Updating a Person's Email Address: Professional Contact Info vs User Account
- Dues-Paying Member
- Convert a Non-Member, Prospect, or Expired Member to a Current Member
- Convert Member or Nonmember to Prospect
- Add a New Staff Person as an Admin
- Granting Users Full, Limited, or Page Editor Admin Access To Your Novi Database
- Company Billing Contacts in Novi AMS
- Attach One Person as the Primary or Billing Contact for Multiple Related Companies
- Notification Email Sent to Individuals with Management Access When a New Account is Created
- How New Members Can Join & Signup For Membership
- Impersonating Frontend Users
- Continuing Education Reporting
- Unstructured Parent Company Data
- Download Member Contact Information to Your Address Book
- Set a Child Record to Inherit its Parent's Address
- Allow Individuals to Change their Parent Company
- "Allow Non-Member Account Sign-Up" Option
- Attach One Person to Multiple Unrelated Companies
- How To Anonymize A Record
- Deep Dive: Membership Status Types in Novi AMS
- Deep Dive: Customize Your Member Fields Data and Display
- Deep Dive: Sum the Values of Custom Fields for a Parent Record
- Deep Dive: Acceptable Characters for Member Names
- Deep Dive: Validating Mailing Addresses
- Continuing Education in Novi
- File Upload Custom Field Types