# Novi AMS Help Center

> Help center for Novi AMS

## Novi AMS & QuickBooks Online Overview

- [QuickBooks Help & Training](https://help.noviams.com/en/articles/1737533-quickbooks-help-training.md): Learn where to go for QuickBooks help & training.
- [The Novi AMS - QuickBooks Sync](https://help.noviams.com/en/articles/1184629-the-novi-ams-quickbooks-sync.md): Learn how Novi's sync with QuickBooks works, including what information is sent to QuickBooks and what information is brought into Novi.
- [QuickBooks is the System of Record for Accounting](https://help.noviams.com/en/articles/6997338-quickbooks-is-the-system-of-record-for-accounting.md)
- [Mapping Accounting to QuickBooks Items \(Products and Services\) & Accounts](https://help.noviams.com/en/articles/1216472-mapping-accounting-to-quickbooks-items-products-and-services-accounts.md): Don't see the account when mapping event tickets or dues rules in Novi? You shouldn't. Did you setup an item in QuickBooks first?
- [Managing Transactions in Novi](https://help.noviams.com/en/articles/568714-managing-transactions-in-novi.md): Learn how to view, filter, search, and manage transactions from the Novi Transactions list, including batch actions like Email Invoices and Non-Renew & Credit.
- [Changing the Name of a Member or Customer](https://help.noviams.com/en/articles/1510082-changing-the-name-of-a-member-or-customer.md): Learn how to change a member's name \(or a customer's name\).
- [Setting Payment Terms in Novi AMS](https://help.noviams.com/en/articles/1414294-setting-payment-terms-in-novi-ams.md): Learn how to customize the payment terms applied to invoices created within Novi AMS.
- [Payment Methods in QuickBooks \(and Novi AMS\)](https://help.noviams.com/en/articles/431026-payment-methods-in-quickbooks-and-novi-ams.md): Learn how to edit or create new Payment Methods in QuickBooks Online.
- [How to Receive a Payment in Novi AMS](https://help.noviams.com/en/articles/2441690-how-to-receive-a-payment-in-novi-ams.md): Receiving a payment on an invoice in the backend of your website.
- [Cheat Sheet: Four Common Transaction Types](https://help.noviams.com/en/articles/2218478-cheat-sheet-four-common-transaction-types.md): Learn the four most common accounting transaction types used in QuickBooks and Novi - a quick guide for non-bookkeepers.
- [QuickBooks Online: Payment vs. Sales Receipt](https://help.noviams.com/en/articles/438855-quickbooks-online-payment-vs-sales-receipt.md): Understanding the difference between a payment and a sales receipt.
- [Credit Memos in QuickBooks](https://help.noviams.com/en/articles/2129162-credit-memos-in-quickbooks.md): Learn what happens when a credit memo is created in QuickBooks or by Novi AMS.
- [Purchaser vs Billable Party](https://help.noviams.com/en/articles/2357610-purchaser-vs-billable-party.md): Learn the difference between the Purchaser and the Billable Party when creating transactions \(invoices & sales receipts\).
- [Update Invoice & Sales Receipt Templates](https://help.noviams.com/en/articles/693071-update-invoice-sales-receipt-templates.md): Learn how to change your transaction templates inside of QuickBooks.
- [Deleting Invoices & Other Transactions in QuickBooks & Novi AMS](https://help.noviams.com/en/articles/1021836-deleting-invoices-other-transactions-in-quickbooks-novi-ams.md): Learn how to delete or void transactions \(invoices, sales receipts, etc.\) inside of QuickBooks.
- [Creating Deposits Using the Undeposited Funds Account](https://help.noviams.com/en/articles/436688-creating-deposits-using-the-undeposited-funds-account.md): The Undeposited Funds account is critical to ensuring your bank statements and books can be properly reconciled.
- [QuickBooks Deposit Flow Chart](https://help.noviams.com/en/articles/2950380-quickbooks-deposit-flow-chart.md): Graphically see how payments and sales receipts should flow through undeposited funds into your bank account.
- [Adding Billing Contact Names to Invoices and Sales Receipts for Companies](https://help.noviams.com/en/articles/4470056-adding-billing-contact-names-to-invoices-and-sales-receipts-for-companies.md): Learn how to have Novi automatically send a billing contact's name to QuickBooks Online so it can be added to the company's transactions.
- [Billing Information Section on Member Records in Novi AMS](https://help.noviams.com/en/articles/6912141-billing-information-section-on-member-records-in-novi-ams.md)
- [Custom Transaction Numbers in QuickBooks](https://help.noviams.com/en/articles/1310463-custom-transaction-numbers-in-quickbooks.md): Learn why Novi AMS does not support custom transaction numbers and why we strongly recommend against using them.
- [QuickBooks Customer vs Novi AMS Member Record](https://help.noviams.com/en/articles/1882252-quickbooks-customer-vs-novi-ams-member-record.md): Learn how QuickBooks customers can have company and person information while Novi AMS divides records into people & companies.
- [QuickBooks Online Accountant Access \(Why?\)](https://help.noviams.com/en/articles/2565848-quickbooks-online-accountant-access-why.md): Learn about QuickBooks Online Accountant access, why Novi requests access to your account, and how it affects your support requests.
- [QuickBooks Online Accountant Access \(How?\)](https://help.noviams.com/en/articles/2632228-quickbooks-online-accountant-access-how.md): Learn about QuickBooks Online Accountant access and how to grant or remove access for Novi AMS.
- [Incoming QuickBooks Sync: View List of Changes Syncing to Novi AMS from QuickBooks Online](https://help.noviams.com/en/articles/5553973-incoming-quickbooks-sync-view-list-of-changes-syncing-to-novi-ams-from-quickbooks-online.md): See the last 24 hours of realtime Novi updates from QuickBooks Online.
- [Association Admin with Special Accounting Privileges](https://help.noviams.com/en/articles/10751103-association-admin-with-special-accounting-privileges.md): Access your Novi Pay portal and create custom invoices/sales receipts with this enhanced admin role
- [Comparing Expected vs. Collected Dues for Members in QuickBooks Online](https://help.noviams.com/en/articles/12832202-comparing-expected-vs-collected-dues-for-members-in-quickbooks-online.md): If you want to compare what your members should have paid in dues versus what has actually been collected, you can use a custom QuickBooks report to help identify any gaps.
- [Using Automated Sales Tax \(AST\) with QuickBooks Online](https://help.noviams.com/en/articles/13122922-using-automated-sales-tax-ast-with-quickbooks-online.md)
- [Getting Started with Accounting in Novi AMS: The QuickBooks \<\> Novi AMS Integration](https://help.noviams.com/en/articles/2428836-getting-started-with-accounting-in-novi-ams-the-quickbooks-novi-ams-integration.md): A resource for finance directors, bookkeepers, accountants, and anyone that has access to your organization's QuickBooks Online account.
- [Disconnect & Re-connect Novi AMS from QuickBooks Online](https://help.noviams.com/en/articles/432115-disconnect-re-connect-novi-ams-from-quickbooks-online.md): Sometimes it's necessary to refresh your connection with QuickBooks Online... it's much less daunting than it sounds.
- [Limited User in QuickBooks](https://help.noviams.com/en/articles/2350841-limited-user-in-quickbooks.md): Learn how to designate a person as a "limited" user in QuickBooks Online so that they can edit invoices without seeing full financials.
- [Does Novi Touch Vendor QuickBooks Records?](https://help.noviams.com/en/articles/573990-does-novi-touch-vendor-quickbooks-records.md): Short Answer - We'll only handle customers.
- [Using Departments in QuickBooks & Novi AMS to Categorize Financial Transactions](https://help.noviams.com/en/articles/482032-using-departments-in-quickbooks-novi-ams-to-categorize-financial-transactions.md): Create separate financials for departments.
- [Using Classes in QuickBooks & Novi AMS](https://help.noviams.com/en/articles/5304371-using-classes-in-quickbooks-novi-ams.md): Organize and track transactions at an item level
- [Service Dates on Transactions](https://help.noviams.com/en/articles/6767298-service-dates-on-transactions.md): Understanding the Role of Service Dates in Revenue Recognition
- [Closing the books in QuickBooks & how it affects Novi AMS](https://help.noviams.com/en/articles/830703-closing-the-books-in-quickbooks-how-it-affects-novi-ams.md)
- [Revenue Recognition for Dues](https://help.noviams.com/en/articles/5170117-revenue-recognition-for-dues.md): Learn how to manage your deferred revenue dues accounts with a revenue recognition report.
- [Deep Dive: Divide Revenue into Two GL Accounts](https://help.noviams.com/en/articles/1773784-deep-dive-divide-revenue-into-two-gl-accounts.md): Learn how to properly account for revenue from a specific item when it should be split into two accounts.
- [Tips for Categorizing & Matching Transactions in QuickBooks Online](https://help.noviams.com/en/articles/768782-tips-for-categorizing-matching-transactions-in-quickbooks-online.md): Connecting to your bank and credit card feed can drastically reduce data entry while significantly increasing security.
- [Debit vs Credit Cheat Sheet](https://help.noviams.com/en/articles/659661-debit-vs-credit-cheat-sheet.md)
- [Cheat Sheet: Dues Accounting](https://help.noviams.com/en/articles/2421539-cheat-sheet-dues-accounting.md): Get access to a quick "if this, then that" cheat sheet for handling the most common "one-off" dues billing scenarios that staff encounter.
- [Cheat Sheet: QuickBooks Settings, Transactions & Objects that sync with Novi AMS](https://help.noviams.com/en/articles/2428734-cheat-sheet-quickbooks-settings-transactions-objects-that-sync-with-novi-ams.md): See a quick list of all of the QuickBooks settings, transactions & objects that sync to or with Novi AMS.
- [Advanced: Recurring Transactions](https://help.noviams.com/en/articles/4456349-advanced-recurring-transactions.md): How to handle special billing cases, such as recurring transactions for members that are on payment plans.
- [Remove Dues Accounts Receivable from Outstanding A/R Report and Balance Sheet](https://help.noviams.com/en/articles/6473926-remove-dues-accounts-receivable-from-outstanding-a-r-report-and-balance-sheet.md): Learn how to segment your transactions using QuickBooks departments in order to run reports without your open dues invoices.
- [Credit Memo Report](https://help.noviams.com/en/articles/2552292-credit-memo-report.md): Learn how to create a report in QuickBooks that shows credit memos issued for dues non-renewals, event cancellations, and more.
- [Adding Company Names to Invoices and Sales Receipts for People](https://help.noviams.com/en/articles/2374081-adding-company-names-to-invoices-and-sales-receipts-for-people.md): Learn how to have Novi automatically send a person's company name to QuickBooks Online so it can be added to their transactions.
- [QuickBooks Bundle Items](https://help.noviams.com/en/articles/6585017-quickbooks-bundle-items.md): Learn what makes QuickBooks' bundled items \(products and services\) unique and how Novi interacts with them.
- [Reconciling Bank & Credit Card Statements in QuickBooks Online](https://help.noviams.com/en/articles/635566-reconciling-bank-credit-card-statements-in-quickbooks-online.md): The necessary but evil task gets a facelift
- [Process a Bounced Check in QuickBooks Online](https://help.noviams.com/en/articles/440342-process-a-bounced-check-in-quickbooks-online.md): Learn how to process a bounced check in QuickBooks.
- [Do I Need To Backup My QuickBooks Online Data?](https://help.noviams.com/en/articles/8242956-do-i-need-to-backup-my-quickbooks-online-data.md): Learn how QuickBooks Online backs up your data automatically so that you don't have to!
- [Accounting for Separate Entities](https://help.noviams.com/en/articles/9547009-accounting-for-separate-entities.md): How 501\(c\)\(6\) associations handle transactions related to 501\(c\)\(3\) foundations and PACs.
- [Using a Separate Stripe Account for Specific Event Registration Payments](https://help.noviams.com/en/articles/9945291-using-a-separate-stripe-account-for-specific-event-registration-payments.md): Learn how an advanced feature can allow processing event registrations via a separate Stripe account and in a currency other than USD.
- [Adding Open Invoices to QuickBooks Online from Legacy AMS](https://help.noviams.com/en/articles/10065251-adding-open-invoices-to-quickbooks-online-from-legacy-ams.md): Moving Open A/R to QuickBooks Online during Onboarding
- [Custom Invoices and Sales Receipts in Novi](https://help.noviams.com/en/articles/11954604-custom-invoices-and-sales-receipts-in-novi.md): How to create custom one-off transactions in Novi.
- [Sales Tax](https://help.noviams.com/en/articles/14645650-sales-tax.md): Understand the options available in Novi's tax center so that you can properly apply sales tax to your transactions.
- [Create an Invoice](https://help.noviams.com/en/articles/1408566-create-an-invoice.md): Learn how and when to create invoices including custom sales receipts or invoices in Novi AMS vs QuickBooks Online.
- [Invoice Fees](https://help.noviams.com/en/articles/2075359-invoice-fees.md): Learn how to add convenience fees to your invoices.
- [Why Novi Credits Invoices](https://help.noviams.com/en/articles/2872003-why-novi-credits-invoices.md): Learn why Novi credits invoices, rather than voiding them.
- [Add Missing Transaction Number to Invoice](https://help.noviams.com/en/articles/3272103-add-missing-transaction-number-to-invoice.md): How to manually assign a transaction number to an invoice.
- [Restrict Invoicing and Billing Privileges on Frontend of Website](https://help.noviams.com/en/articles/1930199-restrict-invoicing-and-billing-privileges-on-frontend-of-website.md): Learn how to set invoicing and billing privileges for users to your website.
- [View List of Members with Open or Overdue Balances](https://help.noviams.com/en/articles/2949022-view-list-of-members-with-open-or-overdue-balances.md): Learn how to pull a list of members who have outstanding balances, including overall balance or specifically for membership dues.
- [Troubleshooting: Strange Name Showing on a Company's Invoice](https://help.noviams.com/en/articles/1885860-troubleshooting-strange-name-showing-on-a-company-s-invoice.md): Learn what might cause an incorrect name to show on a company's invoice and how to remove the name.
- [Troubleshooting: Customer says an invoice is paid but Novi shows it as overdue](https://help.noviams.com/en/articles/493917-troubleshooting-customer-says-an-invoice-is-paid-but-novi-shows-it-as-overdue.md): Learn what to do if a customer says an invoice is paid but Novi is showing a status of Overdue.
- [Getting Started with Smart Invoices](https://help.noviams.com/en/articles/11403060-getting-started-with-smart-invoices.md): Give your members a fast and easy way to pay an open invoice with a Smart Invoice.
- [Enable and Manage Payment Plans](https://help.noviams.com/en/articles/12903835-enable-and-manage-payment-plans.md): Learn how to set up, configure, and manage payment plans for your members and invoices.
- [Troubleshoot: My dues are mapped to the wrong QuickBooks Account.](https://help.noviams.com/en/articles/14472547-troubleshoot-my-dues-are-mapped-to-the-wrong-quickbooks-account.md): How to troubleshoot dues mapping issues between Novi and QuickBooks.
- [Troubleshoot: Dues Revenue Showing as “Unapplied Cash Payment Income”](https://help.noviams.com/en/articles/14588742-troubleshoot-dues-revenue-showing-as-unapplied-cash-payment-income.md): Learn why dues revenue may not appear in your income accounts and instead shows as Unapplied Cash Payment Income in QuickBooks Online.
- [Receive Payment: Novi AMS vs QuickBooks](https://help.noviams.com/en/articles/1309650-receive-payment-novi-ams-vs-quickbooks.md): Learn when to receive payments in QuickBooks Online vs Novi AMS.
- [Apply an Unapplied Payment](https://help.noviams.com/en/articles/2552209-apply-an-unapplied-payment.md): Learn how to apply an unapplied payment to an open invoice inside of QuickBooks Online.
- [Refund an overpayment via credit card that has already been deposited inside of QuickBooks Online](https://help.noviams.com/en/articles/464565-refund-an-overpayment-via-credit-card-that-has-already-been-deposited-inside-of-quickbooks-online.md): Information for Novi AMS customers.
- [Novi Guest](https://help.noviams.com/en/articles/1600547-novi-guest.md): Learn why guest checkouts are linked to "Novi Guest" in QuickBooks and other tips for working with guest checkouts.
- [Refunding a Dues Payment](https://help.noviams.com/en/articles/474677-refunding-a-dues-payment.md): Information for Novi AMS customers.
- [Issue Full or Partial Refund from your Payment Processor](https://help.noviams.com/en/articles/2493361-issue-full-or-partial-refund-from-your-payment-processor.md): Learn how to issue a full or partial refund directly in your payment processor portal.
- [Changing the Deposit Account for Payments](https://help.noviams.com/en/articles/1531259-changing-the-deposit-account-for-payments.md): Learn how to change the "Deposit to" account when receiving a payment and why you might want to leave it as "Undeposited Funds."
- [Payment Details for QuickBooks Online Receipts](https://help.noviams.com/en/articles/8011445-payment-details-for-quickbooks-online-receipts.md): Learn how to create a custom Sales Receipt template with Payment Method details and set it as the default.
- [Prohibit Payments Over A Certain Amount](https://help.noviams.com/en/articles/2235396-prohibit-payments-over-a-certain-amount.md): Learn how to restrict members from paying with a credit card or ACH if the total balance is larger than a certain amount.
- [Benefits of Accepting Credit Cards Payments](https://help.noviams.com/en/articles/1893951-benefits-of-accepting-credit-cards-payments.md): Learn why it might be a good practice for your organization to accept credit cards and the fees that come with that.
- [Deep Dive: Testing QuickBooks Payments Credit Card Transactions](https://help.noviams.com/en/articles/1505925-deep-dive-testing-quickbooks-payments-credit-card-transactions.md): Learn how the Novi team \(and you\) can test credit card transactions on a staging site.
- [Refund Receipt vs Credit Memo](https://help.noviams.com/en/articles/2589531-refund-receipt-vs-credit-memo.md): Learn the difference between a refund receipt and a credit memo. Information for Novi AMS customers.
- [Allow Members to Make Partial Payments](https://help.noviams.com/en/articles/12389416-allow-members-to-make-partial-payments.md): Give members flexibility to pay invoices in smaller amounts with Partial Payments.
- [Sending Transactions from Novi AMS & QuickBooks](https://help.noviams.com/en/articles/417365-sending-transactions-from-novi-ams-quickbooks.md): Learn the differences between emailing invoices & sales receipts from Novi vs QuickBooks Online.
- [Find Invoices in Novi That Have Not Been Sent or Printed](https://help.noviams.com/en/articles/786045-find-invoices-in-novi-that-have-not-been-sent-or-printed.md): Learn how to filter for transactions that have not been emailed or printed inside of Novi and learn how QuickBooks is different.
- [Printing Transactions within Novi](https://help.noviams.com/en/articles/1004330-printing-transactions-within-novi.md): Print invoices & sales receipts within Novi, individually or in bulk.
- [Adding Custom Messages to Transactions](https://help.noviams.com/en/articles/2347306-adding-custom-messages-to-transactions.md): Learn how to add a custom message to transactions in Novi AMS and QuickBooks.
- [Determine When a Transaction was Printed or Emailed with the QuickBooks Audit Log](https://help.noviams.com/en/articles/1259078-determine-when-a-transaction-was-printed-or-emailed-with-the-quickbooks-audit-log.md): Leverage the QuickBooks audit log to determine when an Invoice or Sales Receipt was emailed or printed.
- [Changing the QuickBooks Send Invoice Email Default Message](https://help.noviams.com/en/articles/1454080-changing-the-quickbooks-send-invoice-email-default-message.md): Edit the message that is sent along with invoices that are emailed from Novi AMS when using the standard QuickBooks invoice email.
- [Smart Renewal Notices vs. Quickbooks Invoice Only: What You Need To Know!](https://help.noviams.com/en/articles/4730052-smart-renewal-notices-vs-quickbooks-invoice-only-what-you-need-to-know.md): Trying to decide whether to send a Smart Renewal Notice or a Quickbooks Invoice? Here are our tips!
- [Adding Multiple Contact Email Addresses to an Invoice](https://help.noviams.com/en/articles/573816-adding-multiple-contact-email-addresses-to-an-invoice.md): Learn how to send invoices to multiple emails.
- [Send a Custom Email to Members with Open Dues Invoices via Novi Groups](https://help.noviams.com/en/articles/2438074-send-a-custom-email-to-members-with-open-dues-invoices-via-novi-groups.md): Learn how to send a mass email communication to members who still have outstanding dues invoices in Novi.
- [Printing Receipts vs Invoices & Payments](https://help.noviams.com/en/articles/1738058-printing-receipts-vs-invoices-payments.md): Learn how to print a receipt of payment in QuickBooks or Novi AMS and what you should be presenting as a "receipt" to your members.
- [Issues Printing Transactions as an Admin](https://help.noviams.com/en/articles/2653190-issues-printing-transactions-as-an-admin.md): A quick troubleshooting guide on why you may be having troubles printing transactions \(or other PDF files\).
- [Choosing a Payment Processor: Novi Pay, QuickBooks Payments, or Stripe](https://help.noviams.com/en/articles/2128560-choosing-a-payment-processor-novi-pay-quickbooks-payments-or-stripe.md): Learn the difference between our integrated payment processing options, including the credit card processing fees charged.
- [PCI Compliance](https://help.noviams.com/en/articles/8243557-pci-compliance.md): What you need to know about PCI Compliance & Novi AMS
- [Ask Members to Cover Credit Card Fees](https://help.noviams.com/en/articles/9108422-ask-members-to-cover-credit-card-fees.md): Learn more about Novi's approach to passing credit card fees along to members and customers.
- [Novi Pay: Overview](https://help.noviams.com/en/articles/10742257-novi-pay-overview.md): Learn what Novi Pay® is, why most Novi customers use it, and how to get started.
- [How to Get Started with Novi Pay](https://help.noviams.com/en/articles/10742434-how-to-get-started-with-novi-pay.md): Apply for Novi's own payment processing service directly within Novi AMS
- [Novi Pay: Settings & Documents](https://help.noviams.com/en/articles/11381215-novi-pay-settings-documents.md): Manage business information, accounts, and refund settings in the Novi Pay® Settings & Documents tab
- [Novi Pay: FAQs](https://help.noviams.com/en/articles/11088716-novi-pay-faqs.md): Frequently asked questions about Novi Pay®
- [Novi Pay: Life Cycle of a Payment](https://help.noviams.com/en/articles/10684417-novi-pay-life-cycle-of-a-payment.md): View Novi Pay® payments directly in Novi, from the initial credit card purchase to your bank account.
- [Novi Pay: How Payouts and Refunds Work](https://help.noviams.com/en/articles/11740967-novi-pay-how-payouts-and-refunds-work.md): Learn how the Novi Pay® system works behind the scenes, how payouts and refunds are handled, and what you'll see in QuickBooks.
- [Why Do Novi AMS Customers Choose Novi Pay Over Stripe Standard or QuickBooks Payments?](https://help.noviams.com/en/articles/12355139-why-do-novi-ams-customers-choose-novi-pay-over-stripe-standard-or-quickbooks-payments.md): How Novi Pay® delivers what third-party processors can’t.
- [How to Manually Resolve a Failed Novi Pay Deposit in QuickBooks Online](https://help.noviams.com/en/articles/12401424-how-to-manually-resolve-a-failed-novi-pay-deposit-in-quickbooks-online.md): Received a deposit reconciliation failed notice? Follow these steps to manually record the payout in QuickBooks Online and reconcile it in Novi.
- [Novi Pay: Charges](https://help.noviams.com/en/articles/12417824-novi-pay-charges.md): Learn about the Novi Pay® Charges tab and how to use it.
- [Novi Pay: Balances](https://help.noviams.com/en/articles/11426407-novi-pay-balances.md): View and manage your Novi Pay® balance and payouts.
- [How to Remove the QuickBooks “View and Pay” Button from Invoices](https://help.noviams.com/en/articles/12111730-how-to-remove-the-quickbooks-view-and-pay-button-from-invoices.md): Use Novi Pay links instead of QuickBooks’ “View and Pay” button. Follow these steps to remove it from PDF invoices and avoid confusion.
- [Novi Pay: Sunsetting Features](https://help.noviams.com/en/articles/12985705-novi-pay-sunsetting-features.md): These features were used with an old version of Novi Pay®.
- [How to Match Novi Pay Deposits in QuickBooks Online](https://help.noviams.com/en/articles/15889871-how-to-match-novi-pay-deposits-in-quickbooks-online.md): When Novi Pay sends a payout to a bank account, that transaction needs to be matched to the corresponding deposit in QuickBooks Online. This article explains how the matching process works and how ...
- [Accessing the QuickBooks Payments Portal from within QuickBooks Online](https://help.noviams.com/en/articles/605851-accessing-the-quickbooks-payments-portal-from-within-quickbooks-online.md): And how to access a list of credit card batch deposits
- [Deposit Automatically Created for QuickBooks Payments](https://help.noviams.com/en/articles/2094952-deposit-automatically-created-for-quickbooks-payments.md): Learn when QuickBooks automatically creates deposit records for QuickBooks payments when they settle and when they do not.
- [Batching & Depositing QuickBooks Payments](https://help.noviams.com/en/articles/613716-batching-depositing-quickbooks-payments.md): QuickBooks Payments automatically adds entries to keep your books in sync with your credit card processing and bank statements.
- [Credit Cards can be declined by QuickBooks Payments inside of Novi and approved inside of QuickBooks - even though it's the same processor.](https://help.noviams.com/en/articles/442535-credit-cards-can-be-declined-by-quickbooks-payments-inside-of-novi-and-approved-inside-of-quickbooks-even-though-it-s-the-same-processor.md): PMT-4000 "Request is invalid" could be caused by AVS settings.
- [Accepting ACH Payments via QuickBooks Payments in Novi](https://help.noviams.com/en/articles/8324970-accepting-ach-payments-via-quickbooks-payments-in-novi.md): Learn about the benefits of ACH and how to start accepting ACH payments
- [Processing Payments Through Stripe](https://help.noviams.com/en/articles/1179612-processing-payments-through-stripe.md): As an alternative to QuickBooks Payments, Stripe provides reliable, secure and simple payment processing.
- [QuickBooks Payments missing from QuickBooks \(and Novi\)](https://help.noviams.com/en/articles/659235-quickbooks-payments-missing-from-quickbooks-and-novi.md)
- [Credit Card Charge Error During Initial Launch of a Novi AMS Site](https://help.noviams.com/en/articles/659246-credit-card-charge-error-during-initial-launch-of-a-novi-ams-site.md)
- [Investigating Transactions in QuickBooks Online](https://help.noviams.com/en/articles/438861-investigating-transactions-in-quickbooks-online.md): Where did that invoice/sales receipt/payment come from? Check the audit log...
- [Troubleshooting: Validation Exception - Sales Item Line Detail](https://help.noviams.com/en/articles/3425353-troubleshooting-validation-exception-sales-item-line-detail.md): Learn why you might encounter an invalid reference Id error when creating transactions and how to quickly solve the underlying issue.
- [Troubleshooting: Pending Payment](https://help.noviams.com/en/articles/2349594-troubleshooting-pending-payment.md): Learn why a payment or sales receipt may show "pending payment" and not show as funded in your payment processor.
- [Troubleshooting: Merged Company Showing Duplicate Transactions](https://help.noviams.com/en/articles/454358-troubleshooting-merged-company-showing-duplicate-transactions.md)
- [Troubleshooting: Fixing Duplicate Transaction Numbers](https://help.noviams.com/en/articles/1997206-troubleshooting-fixing-duplicate-transaction-numbers.md): Learn how to fix duplicate invoice numbers inside of QuickBooks and how to make sure your next transaction number is not a duplicate.
- [Troubleshooting: Why don't my Open & Overdue invoice amounts in Novi exactly match QuickBooks?](https://help.noviams.com/en/articles/3693079-troubleshooting-why-don-t-my-open-overdue-invoice-amounts-in-novi-exactly-match-quickbooks.md)
- [Payment Applied to the Wrong Invoice](https://help.noviams.com/en/articles/9875512-payment-applied-to-the-wrong-invoice.md): What to do if a payment is applied to the wrong invoice in QuickBooks Online
- ["Hold On! You'll lose the current Novi AMS settings if you connect."](https://help.noviams.com/en/articles/450488-hold-on-you-ll-lose-the-current-novi-ams-settings-if-you-connect.md): What to do if you receive this warning when connecting Novi to QuickBooks Online.
- [QuickBooks Online Gateway Timeout: "Object reference not set to an instance of an object."](https://help.noviams.com/en/articles/432409-quickbooks-online-gateway-timeout-object-reference-not-set-to-an-instance-of-an-object.md): How to combat the dreaded QuickBooks Gateway Timeout.
- ["TxnID Cannot Be Linked" error when attempting to cancel an event registration](https://help.noviams.com/en/articles/611759-txnid-cannot-be-linked-error-when-attempting-to-cancel-an-event-registration.md): The "TxnID Cannot Be Linked" error stems from changes made in QuickBooks Online.
- [401 Error?](https://help.noviams.com/en/articles/422893-401-error.md): This simply means that QuickBooks is not letting Novi AMS connect to your company file.
- [Members \(Not Admins\) are Required to Opt Into Auto-Pay: Legal, Security, and Compliance Explained](https://help.noviams.com/en/articles/9910792-members-not-admins-are-required-to-opt-into-auto-pay-legal-security-and-compliance-explained.md): For legal, security, and compliance reasons, Novi requires members to signup for auto-pay themselves and prohibits admins from doing so.
- [General QuickBooks Online Resources](https://help.noviams.com/en/articles/779141-general-quickbooks-online-resources.md): Getting started with Quickbooks Online? Here are a few resources and guidelines to get you on your way.
- [Receive a Payment in QuickBooks](https://help.noviams.com/en/articles/1309843-receive-a-payment-in-quickbooks.md): Learn how to receive a payment in QuickBooks Online.
- [Find QuickBooks transaction linked to a QuickBooks Payments Transaction ID](https://help.noviams.com/en/articles/3733707-find-quickbooks-transaction-linked-to-a-quickbooks-payments-transaction-id.md): Learn how to find the sales receipt or payment related to a credit card charge in QuickBooks.
- [View Transactions Older Than 365 Days In QuickBooks Online](https://help.noviams.com/en/articles/486613-view-transactions-older-than-365-days-in-quickbooks-online.md): Learn how to find and view transactions that are 366+ days old. Information for Novi AMS customers.
- [Paying a Credit Card Bill in QuickBooks Online](https://help.noviams.com/en/articles/768978-paying-a-credit-card-bill-in-quickbooks-online.md)
- [Considering an Upgrade to QuickBooks Online Advanced?](https://help.noviams.com/en/articles/9350174-considering-an-upgrade-to-quickbooks-online-advanced.md): Here are a few things to consider...

## Member Management

- [Getting Started: A Guide To Members in Novi AMS](https://help.noviams.com/en/articles/4259185-getting-started-a-guide-to-members-in-novi-ams.md)
- [Members List](https://help.noviams.com/en/articles/8688935-members-list.md): A guide to the Members List on the backend of Novi.
- [Create a New Company or Person](https://help.noviams.com/en/articles/869555-create-a-new-company-or-person.md): Create a new customer/member record in the Novi admin \(i.e. backend\).
- [Membership Information Fields on a Member's Record](https://help.noviams.com/en/articles/2400232-membership-information-fields-on-a-member-s-record.md): Learn what each of these membership fields means and how it could affect your data
- [Change a Person's Parent Member](https://help.noviams.com/en/articles/2711005-change-a-person-s-parent-member.md): Learn how to update a record in Novi when someone moves to a new company or is no longer employed.
- [Remove a Person from a Company](https://help.noviams.com/en/articles/2565543-remove-a-person-from-a-company.md): Learn how to remove an individual from a company in Novi.
- [Create a User Account from the Admin](https://help.noviams.com/en/articles/1772794-create-a-user-account-from-the-admin.md): Learn how to create a user account for a single record on the backend.
- [Updating a Person's Email Address: Professional Contact Info vs User Account](https://help.noviams.com/en/articles/2707378-updating-a-person-s-email-address-professional-contact-info-vs-user-account.md): Learn the difference between a person's contact email address and their user account email, and how to update both.
- [Dues-Paying Member](https://help.noviams.com/en/articles/1389477-dues-paying-member.md): Understanding which customer/member records are setup to pay dues and which records are not.
- [Convert a Non-Member, Prospect, or Expired Member to a Current Member](https://help.noviams.com/en/articles/2109864-convert-a-non-member-prospect-or-expired-member-to-a-current-member.md): Learn how to convert a record in your database into a member in good standing.
- [Convert Member or Nonmember to Prospect](https://help.noviams.com/en/articles/1760892-convert-member-or-nonmember-to-prospect.md): Learn how to convert expired members or nonmembers to prospects, removing their membership dates.
- [Add a New Staff Person as an Admin](https://help.noviams.com/en/articles/1772768-add-a-new-staff-person-as-an-admin.md): Learn how to add a new staff person as a full admin or limited admin.
- [Granting Users Full, Limited, or Page Editor Admin Access To Your Novi Database](https://help.noviams.com/en/articles/1772806-granting-users-full-limited-or-page-editor-admin-access-to-your-novi-database.md): How to make people admins for your organization, assign editing privileges to non-members, and view a list of all admins.
- [Company Billing Contacts in Novi AMS](https://help.noviams.com/en/articles/2831372-company-billing-contacts-in-novi-ams.md): Learn more about Billing Contacts and how to add them to a company's record in Novi.
- [Attach One Person as the Primary or Billing Contact for Multiple Related Companies](https://help.noviams.com/en/articles/456206-attach-one-person-as-the-primary-or-billing-contact-for-multiple-related-companies.md): Learn how to make one person the Primary or Billing Contact for multiple companies in the same family tree.
- [Notification Email Sent to Individuals with Management Access When a New Account is Created](https://help.noviams.com/en/articles/3355690-notification-email-sent-to-individuals-with-management-access-when-a-new-account-is-created.md): When a new user account is created under an organization, an automatic email is sent to the Primary Contact & those with Management Access.
- [How New Members Can Join & Signup For Membership](https://help.noviams.com/en/articles/1617810-how-new-members-can-join-signup-for-membership.md): Members can apply for new memberships as well as signup to be associated with an existing membership.
- [Impersonating Frontend Users](https://help.noviams.com/en/articles/6793512-impersonating-frontend-users.md): Gain a better understanding of the member experience with "Impersonate User"
- [Continuing Education Reporting](https://help.noviams.com/en/articles/2218272-continuing-education-reporting.md): How members and admins can view or pull a report of continuing education credits
- [Unstructured Parent Company Data](https://help.noviams.com/en/articles/5951365-unstructured-parent-company-data.md): When company names can't be standarized
- [Download Member Contact Information to Your Address Book](https://help.noviams.com/en/articles/869166-download-member-contact-information-to-your-address-book.md): Quickly save a member's contact information to your Gmail contacts or Outlook.
- [Set a Child Record to Inherit its Parent's Address](https://help.noviams.com/en/articles/1784537-set-a-child-record-to-inherit-its-parent-s-address.md): Learn how to set a staff member or sub company record to automatically inherit their parent record's shipping & billing addresses.
- [Allow Individuals to Change their Parent Company](https://help.noviams.com/en/articles/3416079-allow-individuals-to-change-their-parent-company.md): Learn how to determine who can change an individual's parent company via their Member Compass.
- ["Allow Non-Member Account Sign-Up" Option](https://help.noviams.com/en/articles/2287368-allow-non-member-account-sign-up-option.md): Learn how you can allow or not allow non-members to create accounts on your website.
- [Attach One Person to Multiple Unrelated Companies](https://help.noviams.com/en/articles/2789929-attach-one-person-to-multiple-unrelated-companies.md): Learn how to link one person to multiple companies that are not in the same family tree.
- [How To Anonymize A Record](https://help.noviams.com/en/articles/3763946-how-to-anonymize-a-record.md): When necessary, you have the ability to make a record anonymous to meet GDPR standards.
- [Deep Dive: Membership Status Types in Novi AMS](https://help.noviams.com/en/articles/2690074-deep-dive-membership-status-types-in-novi-ams.md): A deep dive of membership statuses and scenarios relating to member benefits and member dependencies.
- [Deep Dive: Customize Your Member Fields Data and Display](https://help.noviams.com/en/articles/572526-deep-dive-customize-your-member-fields-data-and-display.md): Show or hide member fields and determine if they are required for members or admin users.
- [Deep Dive: Sum the Values of Custom Fields for a Parent Record](https://help.noviams.com/en/articles/1388328-deep-dive-sum-the-values-of-custom-fields-for-a-parent-record.md): Add custom field values for children and let Novi roll those values up to their parents so that calculations aren't manual.
- [Deep Dive: Acceptable Characters for Member Names](https://help.noviams.com/en/articles/1755746-deep-dive-acceptable-characters-for-member-names.md): Learn what characters can be used in the name fields for member records and other items that sync with QuickBooks.
- [Deep Dive: Validating Mailing Addresses](https://help.noviams.com/en/articles/934608-deep-dive-validating-mailing-addresses.md): Learn some of the ins and outs of address validation \(especially state names and abbreviations\) within QuickBooks and Novi AMS.
- [Continuing Education in Novi](https://help.noviams.com/en/articles/7250934-continuing-education-in-novi.md): Managing credit types, instructors, and education reports
- [File Upload Custom Field Types](https://help.noviams.com/en/articles/10470108-file-upload-custom-field-types.md): A powerful way to manage files associated with user records, event registrations, and e-commerce transactions.
- [Overview of Member Type Categories](https://help.noviams.com/en/articles/6918453-overview-of-member-type-categories.md): Learn more about the 3 options available for a Member Type's Category in Novi AMS
- [Create a New Member Type](https://help.noviams.com/en/articles/3068615-create-a-new-member-type.md): How to create a membership option for new signups in Novi AMS.
- [Member Type Settings](https://help.noviams.com/en/articles/1239670-member-type-settings.md): Dial in your association's member type settings, dues renewals and accounting.
- [Require Approval for New Memberships](https://help.noviams.com/en/articles/1987897-require-approval-for-new-memberships.md): Learn how to require your staff's approval for a new member to receive member benefits.
- [Enable and Edit the Pending Membership and New Member Welcome Emails](https://help.noviams.com/en/articles/2761668-enable-and-edit-the-pending-membership-and-new-member-welcome-emails.md): Learn how to create a custom welcome email for new members.
- [Member Benefits Flow](https://help.noviams.com/en/articles/2597162-member-benefits-flow.md): Learn how to flow member benefits to non-dues paying members.
- [Defining "New Member" vs "Existing Member"](https://help.noviams.com/en/articles/2246500-defining-new-member-vs-existing-member.md): Learn how to define when an expired member should be treated as a new vs existing during the renewal process and why it's important.
- [Multi-Year Initial Terms](https://help.noviams.com/en/articles/2423297-multi-year-initial-terms.md): For Calendar Renewals: Give members a smoother process when they join near the end of the year.
- [Default Billable Party for Dues](https://help.noviams.com/en/articles/6570872-default-billable-party-for-dues.md): If a member doesn't pay their own dues, assign a different Default Billable Party for Membership Dues!
- [Adjusting Calendar Renewal Expiration Dates](https://help.noviams.com/en/articles/2359930-adjusting-calendar-renewal-expiration-dates.md): Learn more about how to adjust calendar renewal expiration dates.
- [Setting Up Dues Rules](https://help.noviams.com/en/articles/1239259-setting-up-dues-rules.md): Dues rules determine how much a member will be charged for membership. Each member type has its own dues rules settings.
- [Draft Dues Rules](https://help.noviams.com/en/articles/1175752-draft-dues-rules.md): Setting dues to "draft" prohibits renewals from taking place for that member type - on your website, in the admin, or automatically by Novi.
- [Connecting Dues Rules to QuickBooks Items and Marking as Active](https://help.noviams.com/en/articles/2013386-connecting-dues-rules-to-quickbooks-items-and-marking-as-active.md): How to finalize dues rules so your member type is ready for new signups and renewals.
- [Transaction Dates & Payment Terms on Dues Invoices](https://help.noviams.com/en/articles/1253619-transaction-dates-payment-terms-on-dues-invoices.md): How are payment terms set on dues invoices?
- [Tips for Collecting On & Handling Open Dues Invoices](https://help.noviams.com/en/articles/2563782-tips-for-collecting-on-handling-open-dues-invoices.md): Learn a few tips & tricks for collecting on your open dues invoices.
- [Optional Dues Rules & Product Add-Ons for Dues Invoices](https://help.noviams.com/en/articles/2542441-optional-dues-rules-product-add-ons-for-dues-invoices.md): Learn when optional dues rules or product add ons should be used for membership signup & renewal, and learn how to create them.
- [Allow Members to Remove Optional Dues Items](https://help.noviams.com/en/articles/6571031-allow-members-to-remove-optional-dues-items.md): Learn how members can remove optional dues items from their invoice, right from the Member Compass!
- [How to Email Dues Invoices from Novi AMS](https://help.noviams.com/en/articles/1317561-how-to-email-dues-invoices-from-novi-ams.md): Learn how to send a single invoice or multiple in batch.
- [Recalculate and Update Open Dues Invoice](https://help.noviams.com/en/articles/1853515-recalculate-and-update-open-dues-invoice.md): Learn how to recalculate dues invoices.
- [Create a Manual Dues Invoice](https://help.noviams.com/en/articles/1343694-create-a-manual-dues-invoice.md): How to manually run dues for a single member or prospect.
- [Update Dues Rules for Next Membership Term](https://help.noviams.com/en/articles/3378136-update-dues-rules-for-next-membership-term.md): When and how to change dues amounts \(and other settings\) for the upcoming membership term.
- [Unpaid Dues and Member Benefits](https://help.noviams.com/en/articles/13264588-unpaid-dues-and-member-benefits.md): Learn why members with overdue dues invoices retain their benefits until they are formally non-renewed and credited.
- [How to Automatically Drop Members \(Non-Renew & Credit\)](https://help.noviams.com/en/articles/13945088-how-to-automatically-drop-members-non-renew-credit.md): Use Novi's Automated Drop feature to automatically non-renew and credit members who have not paid their dues.
- [How to Manually Drop Members \(Non-Renew & Credit\)](https://help.noviams.com/en/articles/1742010-how-to-manually-drop-members-non-renew-credit.md): How to drop members who have overdue dues
- [Find a List of Dropped Members](https://help.noviams.com/en/articles/2887262-find-a-list-of-dropped-members.md): How to pull a list of expired or former members in Novi.
- [Reinstatement Fees](https://help.noviams.com/en/articles/2672874-reinstatement-fees.md): Learn how to automate a reinstatement fee for members who want to re-join your organization.
- [Deep Dive: Understanding Member Expiration Dates & Outstanding Dues Invoices](https://help.noviams.com/en/articles/1242930-deep-dive-understanding-member-expiration-dates-outstanding-dues-invoices.md): Once a dues invoice is created, Novi updates the member's expiration date and member benefits begin, regardless of when the invoice is paid.
- [Membership Auto-Renewals](https://help.noviams.com/en/articles/2455500-membership-auto-renewals.md): Learn how to configure membership auto-renewals in Novi and manage the full renewal lifecycle – from invoice generation and auto-pay to dropping non-paying members.
- [Auto-Renewals, Drops & Grace Periods... oh my!](https://help.noviams.com/en/articles/614387-auto-renewals-drops-grace-periods-oh-my.md): How membership & accounting interact and what that means for drops.
- [Auto-Pay For Membership Renewals](https://help.noviams.com/en/articles/4208933-auto-pay-for-membership-renewals.md): Learn how to set up and manage Auto-Pay for renewing members.
- [Member-Initiated Renewals from the Member Compass](https://help.noviams.com/en/articles/2143035-member-initiated-renewals-from-the-member-compass.md): Learn how members can self-renew from their Member Compass when manual renewals are enabled – including lapsed members who want to re-join.
- [Enable or Disable Auto-Renew for a Specific Member](https://help.noviams.com/en/articles/1623382-enable-or-disable-auto-renew-for-a-specific-member.md): Learn how to enable or disable auto-renew for a specific member.
- [Tracking Paid Renewals in Novi](https://help.noviams.com/en/articles/8868298-tracking-paid-renewals-in-novi.md): Pull a report of paid membership renewals by filtering the Transactions list view or Item Sales Detail Report
- [Limiting Member Type Renewals](https://help.noviams.com/en/articles/6077073-limiting-member-type-renewals.md)
- [Create a Month-to-Month Membership Option for Members](https://help.noviams.com/en/articles/8076008-create-a-month-to-month-membership-option-for-members.md): Give members a flexible renewal option
- [Member Types that Limit Company Member Benefits to Certain Individual Members](https://help.noviams.com/en/articles/2400528-member-types-that-limit-company-member-benefits-to-certain-individual-members.md): A guide to understanding sign-up and visibility on member types where company member benefits flow to a select number of people.
- [Company Membership with Seat-Based Dues: Admin Workflow on the Backend](https://help.noviams.com/en/articles/6625446-company-membership-with-seat-based-dues-admin-workflow-on-the-backend.md): How admins can manage seat-based memberships, including adding and removing seats, and editing dues invoices with multiple seats.
- [Grant Member Benefits to Association Staff & Other Partners Not Expected to Pay Dues](https://help.noviams.com/en/articles/2597146-grant-member-benefits-to-association-staff-other-partners-not-expected-to-pay-dues.md): Learn how to assign member benefits to your own association's staff, as well as the staff of other non-member organizations.
- [Advanced: Create Free Memberships that Auto-Renew Indefinitely](https://help.noviams.com/en/articles/654992-advanced-create-free-memberships-that-auto-renew-indefinitely.md): How to create a free membership that automatically renews.
- [Address Cleanup Tool](https://help.noviams.com/en/articles/3881947-address-cleanup-tool.md): Find addresses with missing billing and/or shipping address, and quickly update them!
- [QuickBooks Analyzer Tool](https://help.noviams.com/en/articles/3889108-quickbooks-analyzer-tool.md): Check your QuickBooks records for duplicates, ambiguous records, and invalid formatting.
- [Merge Duplicate Records in QuickBooks](https://help.noviams.com/en/articles/1289195-merge-duplicate-records-in-quickbooks.md): Learn how to merge customer records \(companies and people\) in QuickBooks and why this is the only option for two records that have deposits.
- [Merge Duplicate Records in Novi AMS](https://help.noviams.com/en/articles/413615-merge-duplicate-records-in-novi-ams.md): Learn how to merge a company or person in Novi AMS, and when it's more appropriate to merge directly in QuickBooks.
- [How To Process Deleted Customers in the "QuickBooks Merges" List](https://help.noviams.com/en/articles/1292614-how-to-process-deleted-customers-in-the-quickbooks-merges-list.md): Learn how to process customers merged away in QuickBooks Online.
- [Deep Dive: Merge Member Records that Inherit Their Parents' Addresses](https://help.noviams.com/en/articles/781910-deep-dive-merge-member-records-that-inherit-their-parents-addresses.md): Different scenarios you may come across when merging two records using their parent's addresses.
- [Deactivate or Reactivate a Member Record](https://help.noviams.com/en/articles/2934546-deactivate-or-reactivate-a-member-record.md): Learn more about when and how to deactivate a member record. Also see how to reactivate a record.
- [International Addresses](https://help.noviams.com/en/articles/2114343-international-addresses.md): Learn how to set up international addresses on your records
- [Create a Census to Verify Profile Details or Staff Rosters](https://help.noviams.com/en/articles/10012838-create-a-census-to-verify-profile-details-or-staff-rosters.md): Learn how to build a Census to ensure your member data is up-to-date with minimal effort.
- [Reviewing & Managing Census Responses](https://help.noviams.com/en/articles/12385580-reviewing-managing-census-responses.md): Learn how to review Census responses, manage existing Census requests, mark a census as complete on a member's behalf, and approve or archive member submissions from the backend.
- [Advanced: Update Profile Data in Bulk](https://help.noviams.com/en/articles/15062793-advanced-update-profile-data-in-bulk.md): Use the Update Profile Data batch action to update profile fields, Member Type, Parent Member, or Membership Dates across multiple records at once.
- [A Guide to the Member Directory](https://help.noviams.com/en/articles/871278-a-guide-to-the-member-directory.md): Learn about the features, how to navigate the directory list, which members will be displayed, and how the display order is determined.
- [Creating Directories in Novi](https://help.noviams.com/en/articles/5011383-creating-directories-in-novi.md): How to create a new member directory on your Novi AMS website.
- [Add Header and Footer Content to Your Member Directories](https://help.noviams.com/en/articles/5017987-add-header-and-footer-content-to-your-member-directories.md): Enhance your online member directories by adding custom header and footer content. Use these regions to highlight important messages, share updates, or feature sponsor ads to generate non-dues reve...
- [Using Novi's Ecommerce Platform to Monetize Your Member Directory](https://help.noviams.com/en/articles/2075671-using-novi-s-ecommerce-platform-to-monetize-your-member-directory.md)
- [Cheat Sheet: Member Directory Privacy and Data Protection](https://help.noviams.com/en/articles/2423770-cheat-sheet-member-directory-privacy-and-data-protection.md): Learn some of the settings available to hide or otherwise lock down sensitive information within the member directory.
- [Member Directory Contact Form](https://help.noviams.com/en/articles/1637761-member-directory-contact-form.md): Learn how to hide email addresses within your member directory to avoid spambots; plus some business concerns to consider before doing so.
- [Remove a Single Member from the Member Directory](https://help.noviams.com/en/articles/827543-remove-a-single-member-from-the-member-directory.md): Learn how to hide a specific listing \(company or person\), or contact information for the listing, from your member directory.
- [Feature Members in the Member Directory](https://help.noviams.com/en/articles/572506-feature-members-in-the-member-directory.md): Learn what a featured directory listing looks like, how to set it up, and other frequently asked questions.
- [Member Directory Profile Galleries](https://help.noviams.com/en/articles/5063784-member-directory-profile-galleries.md): Learn how your members can add a media carousel of images and videos to their online directory profile
- [Unique URLs in Directories, Leadership Roles, and Event Contacts](https://help.noviams.com/en/articles/5018060-unique-urls-in-directories-leadership-roles-and-event-contacts.md): Learn how the system determines URLs for profile pages in the directory.
- [Create Member-to-Member Discounts and Special Offers](https://help.noviams.com/en/articles/909539-create-member-to-member-discounts-and-special-offers.md): Learn how to display special discounts or deals in the Member Directory.
- [Add Custom Filters to Directory Search](https://help.noviams.com/en/articles/1153011-add-custom-filters-to-directory-search.md): Allow website visitors to search for members based on custom fields.
- [Changing the Order of Custom Directory Filters](https://help.noviams.com/en/articles/1671125-changing-the-order-of-custom-directory-filters.md): Learn how to reorder the custom filters used in directories.
- [Using Groups & Committees as a Filter in the Member Directory](https://help.noviams.com/en/articles/1699523-using-groups-committees-as-a-filter-in-the-member-directory.md): Add a Group or Committee as a filter in the membership directory while controlling the filter's visibility.
- [Understanding Member Directory Search](https://help.noviams.com/en/articles/2312870-understanding-member-directory-search.md): Learn more about how the member directory search bar uses keywords to find the members that you're looking for.
- [Difference Between Backend Members List Search & Frontend Directory Search](https://help.noviams.com/en/articles/6133961-difference-between-backend-members-list-search-frontend-directory-search.md)
- [Email Addresses Behind reCAPTCHA in Public Member Directories](https://help.noviams.com/en/articles/2235481-email-addresses-behind-recaptcha-in-public-member-directories.md): Learn why some website visitors must go through reCAPTCHA in order to see email addresses in public member directories.
- [Deep Dive: Data Harvesting & Website Scraping](https://help.noviams.com/en/articles/1618867-deep-dive-data-harvesting-website-scraping.md): Learn how bad actors scrape data from membership directories and event registration lists to sell back to your members and how to fight it.
- [Automate Featured Directory Listings with Optional Dues Rules](https://help.noviams.com/en/articles/14235114-automate-featured-directory-listings-with-optional-dues-rules.md): Learn how to automatically sell featured listings using optional dues rules, and automatically showcase featured members in your directories.
- [Editing Customer Records At The Same Time As Someone Else](https://help.noviams.com/en/articles/3365979-editing-customer-records-at-the-same-time-as-someone-else.md): Learn more about what it means when you see the message "There were issues saving the customer. Please correct and try again."
- [Granting Management Access to People Under Companies](https://help.noviams.com/en/articles/1772235-granting-management-access-to-people-under-companies.md): Learn how to grant management access so that people are able to update their company's profile.
- [How To Change Company Records to People & People Records to Companies](https://help.noviams.com/en/articles/574084-how-to-change-company-records-to-people-people-records-to-companies.md): Convert a record from a company to a person, or person to a company.
- [Error Message: Employee has the Same Name as a Customer](https://help.noviams.com/en/articles/1449367-error-message-employee-has-the-same-name-as-a-customer.md): How to resolve conflicts between member record \(customer\) names and employee names.
- [Converting QuickBooks Customer Records into People & Companies in Novi AMS](https://help.noviams.com/en/articles/1456941-converting-quickbooks-customer-records-into-people-companies-in-novi-ams.md): Learn how Novi AMS automatically deciphers whether a QuickBooks customer is a person or a company.
- [Strange Data in the Member Record's Shipping County Drop Down Menu](https://help.noviams.com/en/articles/410262-strange-data-in-the-member-record-s-shipping-county-drop-down-menu.md): It is possible to find misspelled county names, counties from out of state\(s\) you serve, and other strange items in the County/Parish field.
- [Salesforce.com: A Case Study for Why Database Scripts Take Time](https://help.noviams.com/en/articles/2993018-salesforce-com-a-case-study-for-why-database-scripts-take-time.md): Even for "small" changes, the Novi team will never quote less than 2 hours for a database script.
- [Where did my data go in Novi?](https://help.noviams.com/en/articles/667170-where-did-my-data-go-in-novi.md): Troubleshooting why you aren't finding data you're looking for in Novi.
- [Activity Timeline Tracking](https://help.noviams.com/en/articles/3865201-activity-timeline-tracking.md): A guide to the Activity Timeline on member records, which includes automated entries as well as custom notes and tasks entered by admins.
- [Create or Edit a Custom Activity or Task](https://help.noviams.com/en/articles/3872856-create-or-edit-a-custom-activity-or-task.md): How to add or edit an activity or task to appear in a member's Activity Timeline and/or your Task Center.
- [Anatomy of Activities & Tasks](https://help.noviams.com/en/articles/3873186-anatomy-of-activities-tasks.md): Learn what information is displayed on the activities and tasks on your member records.
- [Using the Task Center](https://help.noviams.com/en/articles/3865703-using-the-task-center.md): An overview of the backend Task Center, where admins can manage record-related tasks for themselves and other staff.
- [Track External Emails on a Member Activity Timeline Using Smart Forwarding & BCC](https://help.noviams.com/en/articles/14018694-track-external-emails-on-a-member-activity-timeline-using-smart-forwarding-bcc.md): Learn how to use Smart BCC to add an email directly to your member's activity timeline in Novi
- [Start Here: Guide To Committees](https://help.noviams.com/en/articles/8095961-start-here-guide-to-committees.md): Learn the basics of creating and managing committees in Novi
- [Creating and Navigating Committees](https://help.noviams.com/en/articles/8404449-creating-and-navigating-committees.md): Learn how to build a new committee in Novi
- [Add & Edit Committee Member Terms](https://help.noviams.com/en/articles/8404461-add-edit-committee-member-terms.md): Start adding members to your committees and editing their terms
- [Creating or Editing Committee Terms in Batch Actions](https://help.noviams.com/en/articles/8471404-creating-or-editing-committee-terms-in-batch-actions.md)
- [Showcasing Committees](https://help.noviams.com/en/articles/8464204-showcasing-committees.md): Use committees to showcase committee members on a page, lock down a page, or create a directory.
- [Committee Reporting and Engagement Tracking](https://help.noviams.com/en/articles/8404466-committee-reporting-and-engagement-tracking.md): Gather information on committee engagement and more information throughout the admin!
- [Net Promoter Score \(NPS\)](https://help.noviams.com/en/articles/8884991-net-promoter-score-nps.md): Learn more about using the Net Promoter Score \(NPS\) feature in Novi AMS
- [What is Member Health?](https://help.noviams.com/en/articles/10592249-what-is-member-health.md): Actionable Insights to Solve the Membership Retention Challenge
- [Understanding Member Health Signals](https://help.noviams.com/en/articles/11943526-understanding-member-health-signals.md): Data points and historical engagement act as Signals for Member Health® to determine a member's likelihood to renew.
- [When does Member Health become available to my Association?](https://help.noviams.com/en/articles/13370182-when-does-member-health-become-available-to-my-association.md): Understanding Member Health® minimum requirements

## Member Signup & Member Compass

- [Creating & Editing Your Online Membership Application](https://help.noviams.com/en/articles/3341381-creating-editing-your-online-membership-application.md): Determine what information new users will submit during the membership signup process.
- [Configuring Key Information in Member Fields and Custom Fields](https://help.noviams.com/en/articles/3307788-configuring-key-information-in-member-fields-and-custom-fields.md): Add or remove fields from your new member signup form.
- [Updating the Registration & Membership Information Page on Your Website](https://help.noviams.com/en/articles/1808641-updating-the-registration-membership-information-page-on-your-website.md): A guide on updating what Novi calls your Membership Information page.
- [Signing Up for New Membership as a Prospect and Non-Member](https://help.noviams.com/en/articles/3412753-signing-up-for-new-membership-as-a-prospect-and-non-member.md): Learn how prospects and non-members can join your association from the frontend of your website in the Member Compass
- [Company Membership with Seat-Based Dues: Member Experience on the Frontend](https://help.noviams.com/en/articles/6625445-company-membership-with-seat-based-dues-member-experience-on-the-frontend.md): How people related to company members can join under a seat-based membership, and also add and remove seats in their Member Compass.
- [Recent Signups List](https://help.noviams.com/en/articles/511269-recent-signups-list.md): Exploring the different reasons a member may show up in your Recent Signups section under the Members tab in the admin.
- [User Record Matching & Duplicate Detection](https://help.noviams.com/en/articles/1118561-user-record-matching-duplicate-detection.md)
- [Error When Attempting to Deactivate a Record in Recent Signups](https://help.noviams.com/en/articles/1082596-error-when-attempting-to-deactivate-a-record-in-recent-signups.md): What to do when you receive errors in recent signups.
- [Mark a Record in Novi as Unapproved](https://help.noviams.com/en/articles/1414492-mark-a-record-in-novi-as-unapproved.md): Learn how to change a member's profile from approved to unapproved.
- [Understanding the User Login Screen](https://help.noviams.com/en/articles/3763621-understanding-the-user-login-screen.md): See what users will experience when signing in to your website.
- [Creating User Accounts](https://help.noviams.com/en/articles/423800-creating-user-accounts.md): Learn how people will create user accounts on your website.
- [User Account Email Verification](https://help.noviams.com/en/articles/5194911-user-account-email-verification.md): When creating a user account or changing their login email, Novi will ask the user to confirm their email & will validate the domain.
- [Send Users a Password Reset \(from Admin\)](https://help.noviams.com/en/articles/1724122-send-users-a-password-reset-from-admin.md): Learn how to help users reset their passwords from the backend, and what to do if they do not receive the password reset email.
- [When Users Request A Password Reset Email](https://help.noviams.com/en/articles/2114880-when-users-request-a-password-reset-email.md): Learn more about what happens when a password reset email is sent, and what users see on the password reset page of the website.
- [Remove or Update User Account Login Email](https://help.noviams.com/en/articles/1724126-remove-or-update-user-account-login-email.md): Learn how to delete or change a member's user account within the admin.
- [Common User Account Creation Errors](https://help.noviams.com/en/articles/743504-common-user-account-creation-errors.md): How to help your members when they have trouble creating a user account.
- [Tips for Getting Your Members to Create User Accounts](https://help.noviams.com/en/articles/1694423-tips-for-getting-your-members-to-create-user-accounts.md)
- [Advanced: Linking Multiple Records with a Single Login](https://help.noviams.com/en/articles/8598360-advanced-linking-multiple-records-with-a-single-login.md): How to link more than one record to the same user account.
- [Troubleshooting Password & Login Issues](https://help.noviams.com/en/articles/14808566-troubleshooting-password-login-issues.md): How to quickly identify and resolve the most common reasons a frontend user can't reset their password.
- [Pay Balance Screen Messaging](https://help.noviams.com/en/articles/5624517-pay-balance-screen-messaging.md): View examples of the messages that display in the Pay Balance tab of the Member Compass.
- [Navigating the Member Compass: Novi's Self-Service Hub](https://help.noviams.com/en/articles/1911472-navigating-the-member-compass-novi-s-self-service-hub.md): Learn what the Member Compass is, what it looks like for your members, and how you can maximize its potential.
- [Printing Invoices from the Member Compass](https://help.noviams.com/en/articles/1667383-printing-invoices-from-the-member-compass.md): Learn how to help your members print an invoice from their Member Compass.
- [Maximize the Member Compass with Content and Direct Links](https://help.noviams.com/en/articles/5017575-maximize-the-member-compass-with-content-and-direct-links.md): Learn how to link to Member Compass tabs and place content in front of your members visible to them when they first log in.
- [Saved Payment Methods for Users](https://help.noviams.com/en/articles/4165076-saved-payment-methods-for-users.md)
- [Adding Specific Member Type Content to the Member Compass Dashboard](https://help.noviams.com/en/articles/6187370-adding-specific-member-type-content-to-the-member-compass-dashboard.md): How to edit and customize the content in the Member Compass.
- [How to View Related Contact Transactions in the Member Compass](https://help.noviams.com/en/articles/511254-how-to-view-related-contact-transactions-in-the-member-compass.md): How a member with management access to a company can see related contacts' transactions.

## Emailing Members

- [Transactional vs. Marketing Emails](https://help.noviams.com/en/articles/615162-transactional-vs-marketing-emails.md)
- [Email One Member](https://help.noviams.com/en/articles/1557281-email-one-member.md): Learn how to quickly email a single member.
- [Take a Stand Against Spam](https://help.noviams.com/en/articles/7931305-take-a-stand-against-spam.md): Unleash the Power of Outlook's 'Report Spam' Feature
- [Send a Direct Email to Multiple Members at Once](https://help.noviams.com/en/articles/16040375-send-a-direct-email-to-multiple-members-at-once.md): Send Direct Email lets you send a quick note to a committee, a board, or a small group of members without exporting email addresses.
- [Why You Might Not Want to Use Your Company's Office Email Account for Marketing Emails](https://help.noviams.com/en/articles/7951096-why-you-might-not-want-to-use-your-company-s-office-email-account-for-marketing-emails.md): There are some things to consider before using your office email account for marketing emails.
- [Managing Bounced or Undelivered Emails](https://help.noviams.com/en/articles/5120376-managing-bounced-or-undelivered-emails.md): Learn more about the resources available to admins for finding member emails that have bounced.
- [A Guide to Novi's Email Deliverability Tools](https://help.noviams.com/en/articles/8096447-a-guide-to-novi-s-email-deliverability-tools.md): Review all our tools, reports, and help resources related to email deliverability.
- [Advanced: SendGrid Email Domain Authentication](https://help.noviams.com/en/articles/8300738-advanced-sendgrid-email-domain-authentication.md): Authenticate your email domain to ensure your messages reach members
- [CAN-SPAM ACT & Emailing from Novi AMS](https://help.noviams.com/en/articles/1629954-can-spam-act-emailing-from-novi-ams.md): Learn about the ways Novi AMS sends emails and read the FTC's Compliance Guide for Business.
- [What you should know about email deliverability rates](https://help.noviams.com/en/articles/882896-what-you-should-know-about-email-deliverability-rates.md): If you're concerned about emails not being delivered, this may give you peace of mind.
- [A member says they aren't receiving Novi emails from my site. What should I do?](https://help.noviams.com/en/articles/581797-a-member-says-they-aren-t-receiving-novi-emails-from-my-site-what-should-i-do.md): What to do if a member is not receiving transactional Novi emails.
- [Members can whitelist an association's "from" email address if they are not receiving emails](https://help.noviams.com/en/articles/709895-members-can-whitelist-an-association-s-from-email-address-if-they-are-not-receiving-emails.md): Learn how an association member can whitelist an association's domain to reduce the chance that emails are sent to spam.
- [Troubleshooting Novi Email Deliverability in Outlook](https://help.noviams.com/en/articles/928282-troubleshooting-novi-email-deliverability-in-outlook.md): Steps to take if your staff or member\(s\) using Outlook are not receiving transactional emails from Novi.
- [Transactional Email Log](https://help.noviams.com/en/articles/8018060-transactional-email-log.md): Review the deliverability and open/clicks of transactional emails sent from Novi.
- [Customizing 'From' Addresses by Department on Transactional Emails](https://help.noviams.com/en/articles/10753352-customizing-from-addresses-by-department-on-transactional-emails.md): How to customize sender email addresses for different types of emails sent from Novi.
- [Marketing Email Deliverability Checklist](https://help.noviams.com/en/articles/4592311-marketing-email-deliverability-checklist.md): Tips to ensure the best deliverability possible of your Mailchimp & Constant Contact Emails
- [Email Domain Blacklist Monitoring](https://help.noviams.com/en/articles/6482948-email-domain-blacklist-monitoring.md): Learn what tools some of your association colleagues use to track the reputation of their domains for email deliverability.
- [Email Sync Statuses for Novi Groups](https://help.noviams.com/en/articles/3812451-email-sync-statuses-for-novi-groups.md): How to view & interpret email sync statuses relating to MailChimp and Constant Contact for Novi group members.
- [Email Syncs - N/A Status & Errors Explained](https://help.noviams.com/en/articles/3887460-email-syncs-n-a-status-errors-explained.md): A guide to specific email sync N/A statuses and errors you may see within your Novi groups.
- [Deep Dive: Legacy Email Lists](https://help.noviams.com/en/articles/1736834-deep-dive-legacy-email-lists.md): Learn some best practices for folding legacy email lists \(from Constant Contact, MailChimp, or other providers\) into your new Novi AMS list.
- [Troubleshooting Email Lists with Missing or Extra Recipients](https://help.noviams.com/en/articles/3676370-troubleshooting-email-lists-with-missing-or-extra-recipients.md): How to figure out why a specific email address is or is not syncing to MailChimp or Constant Contact.
- [Mailchimp and Novi AMS Integration Overview](https://help.noviams.com/en/articles/469277-mailchimp-and-novi-ams-integration-overview.md): A guide on the Novi AMS and Mailchimp sync and integration.
- [MailChimp + Novi Tips and Tricks](https://help.noviams.com/en/articles/2418364-mailchimp-novi-tips-and-tricks.md): Learn about some useful tips for certain emailing scenarios pertaining to Novi and MailChimp.
- [What happens in Novi AMS if a user unsubscribes from MailChimp emails?](https://help.noviams.com/en/articles/419275-what-happens-in-novi-ams-if-a-user-unsubscribes-from-mailchimp-emails.md): Learn what happens when a user opts out of MailChimp emails or chooses not to receive marketing emails.
- [How Mailchimp and Constant Contact Handle Duplicate Email Addresses](https://help.noviams.com/en/articles/466286-how-mailchimp-and-constant-contact-handle-duplicate-email-addresses.md): What to do if more than one user is using the same email address as another user and not showing up in Mailchimp or Constant Contact.
- [Why doesn't the number of contacts in Mailchimp match the number of contacts in my Novi group?](https://help.noviams.com/en/articles/778377-why-doesn-t-the-number-of-contacts-in-mailchimp-match-the-number-of-contacts-in-my-novi-group.md): There are a few different reasons Mailchimp might not accept some email addresses.
- [Engage Members Through Email Automation with MailChimp](https://help.noviams.com/en/articles/3759325-engage-members-through-email-automation-with-mailchimp.md): Learn how to create drip campaigns for new members, event registrations, or customize calls-to-action using your Novi Groups and MailChimp.
- [Manually Importing Contacts into Mailchimp \(Separate from the Novi Sync\)](https://help.noviams.com/en/articles/3823117-manually-importing-contacts-into-mailchimp-separate-from-the-novi-sync.md)
- [Constant Contact and Novi AMS Integration Overview](https://help.noviams.com/en/articles/430676-constant-contact-and-novi-ams-integration-overview.md): How to create a Constant Contact list in Novi and send marketing emails.
- [What happens in Novi AMS if a user unsubscribes from Constant Contact emails?](https://help.noviams.com/en/articles/429787-what-happens-in-novi-ams-if-a-user-unsubscribes-from-constant-contact-emails.md): How a Constant Contact opt-out affects Novi AMS and vice versa.

## Setup & Settings

- [Novi Terminology](https://help.noviams.com/en/articles/2816511-novi-terminology.md): Learn some of the terminology associated with using the Novi AMS Platform with this glossary of terms.
- [Daily Digest Overview](https://help.noviams.com/en/articles/2623517-daily-digest-overview.md): Learn when the Daily Digest email is sent and what information is included.
- [Audit Log: Who Changed What & When](https://help.noviams.com/en/articles/2579562-audit-log-who-changed-what-when.md): A brief overview on how to determine what information was changed and who made changes to members, events, blog posts, and other sections.
- [Available Columns in List Views & Exports](https://help.noviams.com/en/articles/6967711-available-columns-in-list-views-exports.md): Overview of all available fields that can be added as display columns when viewing and exporting lists on the backend of Novi AMS.
- [Quick Create & Recently Viewed in Novi](https://help.noviams.com/en/articles/6116779-quick-create-recently-viewed-in-novi.md): Learn how to navigate more quickly through your Novi admin.
- [Does Novi Backup My Membership Data?](https://help.noviams.com/en/articles/2321380-does-novi-backup-my-membership-data.md): Your membership data is mission critical to your organization, and Novi is here to help ensure you don't lose any of it.
- [Managing Association Admins](https://help.noviams.com/en/articles/4711315-managing-association-admins.md): Where to find and manage admins within the Novi database.
- [Association Admin Succession & Transition Planning in Novi](https://help.noviams.com/en/articles/11543241-association-admin-succession-transition-planning-in-novi.md): Create a succession plan that ensures the continuity and security of your Novi AMS system during staff transitions, exits, or emergencies.
- [Staff Transition Checklist](https://help.noviams.com/en/articles/11542968-staff-transition-checklist.md): Checklist to manage staff changes in Novi - remove users, assign replacements, and ensure smooth handoffs.
- [Admin User Preferences](https://help.noviams.com/en/articles/12099270-admin-user-preferences.md): Set default tabs, manage your admin login, and more!
- [Cookies, PostHog, and Novi AMS: Privacy Options for Your Association](https://help.noviams.com/en/articles/13610534-cookies-posthog-and-novi-ams-privacy-options-for-your-association.md): Learn more about choices you can make about how your member information is handled in Novi AMS
- [A Guide to Association Settings](https://help.noviams.com/en/articles/4741894-a-guide-to-association-settings.md): Learn how you can manage your contact information, update your logo, customize and enable features, and more from Association Settings.
- [Editing Individual and Company Parent Record Settings](https://help.noviams.com/en/articles/2659806-editing-individual-and-company-parent-record-settings.md): Differentiating the frontend visibility and terminology used regarding family relationships between records.
- [Managing Analytics & Scripts Through Association Settings](https://help.noviams.com/en/articles/3326341-managing-analytics-scripts-through-association-settings.md)
- [Association Settings: Transactional Emails](https://help.noviams.com/en/articles/6980545-association-settings-transactional-emails.md): Set your communication preferences for transactional emails in Association Settings.
- [Add Custom Words to Your Spam Filter](https://help.noviams.com/en/articles/7981424-add-custom-words-to-your-spam-filter.md): The Spam Filter can be expanded to include words from spam messaging that your organization has received.
- [Turning Off Sales Tax for Out-of-State Transactions](https://help.noviams.com/en/articles/8549748-turning-off-sales-tax-for-out-of-state-transactions.md): Avoid charging sales tax on transactions made by out-of-state users
- [Transitioning to Google Analytics 4](https://help.noviams.com/en/articles/6759024-transitioning-to-google-analytics-4.md): UA has been sunset by Google and GA4 Measurement ID is the way to track analytics on your Novi site.
- [Google Analytics and Google Tag Manager](https://help.noviams.com/en/articles/2437679-google-analytics-and-google-tag-manager.md): Learn how to add Google Analytics and Google Tag Manager to your Novi Settings.
- [Configuring the Profile Special Field in Member Compass](https://help.noviams.com/en/articles/10582084-configuring-the-profile-special-field-in-member-compass.md): Display a key profile detail in the Member Compass on individual and company profiles.
- [Clean Up Your Dirty Data with DataMaid by Novi AMS](https://help.noviams.com/en/articles/502248-clean-up-your-dirty-data-with-datamaid-by-novi-ams.md): Learn how to connect, run and clean-up your dirty data!
- [Multi-Factor Authentication](https://help.noviams.com/en/articles/6304520-multi-factor-authentication.md): How to enable and set up Multi-Factor Authentication \(MFA\) for association admins and members.
- [Proofing QuickBooks Sync to Novi AMS](https://help.noviams.com/en/articles/1362098-proofing-quickbooks-sync-to-novi-ams.md): Tips for ensuring that QuickBooks and Novi AMS are sync'd correctly.
- [Terms of Service & Privacy Policy](https://help.noviams.com/en/articles/667122-terms-of-service-privacy-policy.md): Sample Documents for Educational Purposes Only
- [Out Of Office Automatic Emails](https://help.noviams.com/en/articles/2473876-out-of-office-automatic-emails.md): Learn how to set up an automated out of office message when your website visitors reach out on the Contact Us page.
- [Creating Custom Fields in Novi](https://help.noviams.com/en/articles/1280229-creating-custom-fields-in-novi.md): Learn how to create a custom field that can be added to member records and event registration forms, and also see some common examples.
- [Smart Renewal Notices: How to Send Emails for Membership Renewals](https://help.noviams.com/en/articles/4208077-smart-renewal-notices-how-to-send-emails-for-membership-renewals.md): Review and edit the email messages that are sent to your members for renewal invoices and auto-pay notices.
- [Add, Remove or Rearrange Custom Field Values on Directory Profile Pages](https://help.noviams.com/en/articles/2340588-add-remove-or-rearrange-custom-field-values-on-directory-profile-pages.md): Learn how to add, remove, and rearrange custom field information to your member directory profile pages.
- [How To Edit "Set of Options" Custom Fields](https://help.noviams.com/en/articles/3325873-how-to-edit-set-of-options-custom-fields.md): Learn how to add, remove, rename, and change the display order on a "set of options" custom field.
- [Setting Up Nested \(Dependent\) Custom Fields](https://help.noviams.com/en/articles/13941934-setting-up-nested-dependent-custom-fields.md): Use Nested Custom Fields to only show follow-up fields when they are relevant based on a user's response.
- [Novi AMS Platform Uptime & Status](https://help.noviams.com/en/articles/5413546-novi-ams-platform-uptime-status.md): What to do if you have trouble accessing your Novi website.
- [Receiving Customer Support & Updates via Intercom](https://help.noviams.com/en/articles/2410359-receiving-customer-support-updates-via-intercom.md): Learn how to use Intercom \("the blue bubble"\) to communicate with the Novi AMS Support and Product teams.
- [Reporting Bugs](https://help.noviams.com/en/articles/1395584-reporting-bugs.md): Learn how to help the Novi AMS support team resolve issues quickly.
- [Saved Credit Card Fraud Prevention](https://help.noviams.com/en/articles/6124647-saved-credit-card-fraud-prevention.md)
- [Novi Notes and Help Resources](https://help.noviams.com/en/articles/4377228-novi-notes-and-help-resources.md): Need help? Check out these resources!

## Customizing Your Website with the Novi CMS

- [Novi Website Themes](https://help.noviams.com/en/articles/5496859-novi-website-themes.md): Review a list of available themes for your website.
- [Add a New Page to Your Website](https://help.noviams.com/en/articles/835400-add-a-new-page-to-your-website.md): Learn how to create a new static page for your site in Novi.
- [Managing Folders and Pages in Novi AMS](https://help.noviams.com/en/articles/11482768-managing-folders-and-pages-in-novi-ams.md): Organize your site content in the backend.
- [Updating Your Website's Homepage](https://help.noviams.com/en/articles/2097991-updating-your-website-s-homepage.md): How to add/edit items to the Top Featured, Slider, Alert & Sponsor Section of your Website
- [Updating Your Website Navigation](https://help.noviams.com/en/articles/871844-updating-your-website-navigation.md): Learn how to manage the links in your website’s main menu \(also called navigation\).
- [Formatting Website Content on the Frontend](https://help.noviams.com/en/articles/1311840-formatting-website-content-on-the-frontend.md): Learn how to add and edit content on the frontend of your Novi website.
- [Featured Image Best Practices](https://help.noviams.com/en/articles/956483-featured-image-best-practices.md): Best practices to consider when choosing featured images.
- [Copy & Paste Content onto Your Website](https://help.noviams.com/en/articles/1318219-copy-paste-content-onto-your-website.md): Learn the pitfalls of copying & pasting content directly from MS Word or another website and how to migrate website content correctly.
- [Secure Files](https://help.noviams.com/en/articles/4164829-secure-files.md): Lock down visibility of files to specific users and keep track of which users are viewing each file.
- [Uploading Files to Novi AMS](https://help.noviams.com/en/articles/2589898-uploading-files-to-novi-ams.md): Learn how to upload files to Novi from the backend \(admin section\).
- [Add or Edit Headshot or Logo on a Profile in Novi](https://help.noviams.com/en/articles/2640946-add-or-edit-headshot-or-logo-on-a-profile-in-novi.md): Learn how admins can upload \(and edit\) an image to a Novi record.
- [Selecting the Appropriate Template for a Static Page](https://help.noviams.com/en/articles/2128473-selecting-the-appropriate-template-for-a-static-page.md): How to choose the right template option to optimize readability on your standard content pages in Novi
- [Change Homepage Image](https://help.noviams.com/en/articles/1448521-change-homepage-image.md): Learn how to change the images displayed at the top of your home page.
- [Edit the Join Modal](https://help.noviams.com/en/articles/2770084-edit-the-join-modal.md): Learn how to edit the Join modal \(Membership & Account Access\).
- [Add Link or Button to Text](https://help.noviams.com/en/articles/618165-add-link-or-button-to-text.md): Learn how to add links and buttons to text in content managed regions of your website.
- [Add or Update a PDF](https://help.noviams.com/en/articles/2528206-add-or-update-a-pdf.md): Learn how to upload and link to a PDF on your Novi website.
- [Add Anchor Links to a Static Page](https://help.noviams.com/en/articles/1979281-add-anchor-links-to-a-static-page.md): How to add anchor links to the CMS regions of your Novi website.
- [Add an Image to a Page](https://help.noviams.com/en/articles/2123868-add-an-image-to-a-page.md): Learn how to add an image to a page, apply basic styling to wrap text around the image, and add code to make the image responsive.
- [Best Practices for Optimizing Images for Your Website](https://help.noviams.com/en/articles/1280751-best-practices-for-optimizing-images-for-your-website.md): Learn ways that will help your photos / pictures look their best on your site.
- [Stock Images](https://help.noviams.com/en/articles/2915917-stock-images.md): Find out where the Novi team goes to search for stock photography.
- [Instagram Feed Setup](https://help.noviams.com/en/articles/4339187-instagram-feed-setup.md): How to add an Instagram post to your website.
- [Posting a Blog \(News\) Article](https://help.noviams.com/en/articles/2414514-posting-a-blog-news-article.md): How to create a new article on your website, and restrict the visibility of articles via the blog category settings.
- [Editing Blog / News Content Regions](https://help.noviams.com/en/articles/5335854-editing-blog-news-content-regions.md): Learn how to edit content in your blog regions.
- [Formatting Event Details & News Articles](https://help.noviams.com/en/articles/961452-formatting-event-details-news-articles.md): Learn why it's easiest and best to edit articles and events from the frontend.
- [Characters to Avoid When Creating File Names \(and URLs\)](https://help.noviams.com/en/articles/433271-characters-to-avoid-when-creating-file-names-and-urls.md): If you're saving a PDF, an image or even a friendly file name for a Novi record, you'll need to avoid certain characters.
- [Can Admins Change the Font or Colors on Webpages?](https://help.noviams.com/en/articles/682027-can-admins-change-the-font-or-colors-on-webpages.md): Styling and editing pages on your website.
- [Showcase Featured Events, Articles, Static Pages & Products on Your Homepage in a Carousel](https://help.noviams.com/en/articles/908837-showcase-featured-events-articles-static-pages-products-on-your-homepage-in-a-carousel.md): Give members easier access to your most important information and updates.
- [Spotlight Members on the Homepage](https://help.noviams.com/en/articles/1017612-spotlight-members-on-the-homepage.md): Create a new section on your homepage for advertising and featuring members.
- [Emergency Alert](https://help.noviams.com/en/articles/2483777-emergency-alert.md): Learn how to quickly place a site-wide alert at the top of every page of your website.
- [One Time Alert](https://help.noviams.com/en/articles/2280589-one-time-alert.md): Learn more about how you can use one time alert to notify your visitors about cookie tracking
- [Use Callouts in Your Content to Highlight Important Information](https://help.noviams.com/en/articles/909612-use-callouts-in-your-content-to-highlight-important-information.md): Callouts can emphasize important information, break up a text-heavy page, and more!
- [Using the Leaderboard Content Region for Ads or Announcements](https://help.noviams.com/en/articles/12580797-using-the-leaderboard-content-region-for-ads-or-announcements.md): Enhance your website with the Leaderboard Content region – perfect for displaying banner ads, announcements, or promotional/sponsored content across your site.
- [Creating & Updating Leadership Roles](https://help.noviams.com/en/articles/1808547-creating-updating-leadership-roles.md): Feature people and/or companies on website pages by using Leadership Roles.
- [How To Embed a Facebook Photo Album in a Novi Website](https://help.noviams.com/en/articles/648993-how-to-embed-a-facebook-photo-album-in-a-novi-website.md): Best practice and how-to's for embedding an album \(or post\) from Facebook into your Novi website.
- [How to Embed Forms in a Novi Website](https://help.noviams.com/en/articles/989938-how-to-embed-forms-in-a-novi-website.md): Embedding forms, such as Google forms or Formstack forms, in your Novi site.
- [How to Embed PDFs on a Static Page](https://help.noviams.com/en/articles/9278255-how-to-embed-pdfs-on-a-static-page.md)
- [Communicate Important Information via Your Novi Website](https://help.noviams.com/en/articles/909385-communicate-important-information-via-your-novi-website.md): Learn how to communicate major alerts using site-wide alerts, the Member Compass, or by featuring an Event or Article.
- [Advanced: Using Button Groups](https://help.noviams.com/en/articles/6976819-advanced-using-button-groups.md): Learn how to create a "microsite" by using button groups in the source code of static pages.
- [Membership Calculator Plugin](https://help.noviams.com/en/articles/5281227-membership-calculator-plugin.md): Learn how you can set up a custom calculator to show prospective members what their annual dues would cost before they sign up.
- [Font Awesome: Enhancing Web Design with Iconic Icons](https://help.noviams.com/en/articles/5043308-font-awesome-enhancing-web-design-with-iconic-icons.md): How to update your website by changing the quick link icons.
- [Should Website Images & Files Appear in Search Engines?](https://help.noviams.com/en/articles/4900129-should-website-images-files-appear-in-search-engines.md): Learn how and why we ask search engines \(like Google\) not to include your images and other uploaded files in search results.
- [Advanced: Custom Homepage Carousel](https://help.noviams.com/en/articles/4740009-advanced-custom-homepage-carousel.md): This documentation will help you add, remove & update slides, links and other items related to your custom homepage carousel.
- [Advanced: Embedding Google Ads](https://help.noviams.com/en/articles/4445017-advanced-embedding-google-ads.md): Learn tips and tricks for embedding Google Ads into your site.
- [Adding and Formatting Videos on Your Novi Website](https://help.noviams.com/en/articles/1857836-adding-and-formatting-videos-on-your-novi-website.md): Add videos from YouTube, Wistia, or Vimeo, then make them responsive and centered with a few quick edits.
- [Embed Videos & Webinars as a Members-Only Resource](https://help.noviams.com/en/articles/3845951-embed-videos-webinars-as-a-members-only-resource.md): How to embed a video on your website and lock it down to members-only or a specific group of users.
- [Add an Animated GIF \(short video\) to your Website](https://help.noviams.com/en/articles/1289469-add-an-animated-gif-short-video-to-your-website.md)
- [Use Accordions to Organize and Streamline Website Content](https://help.noviams.com/en/articles/869680-use-accordions-to-organize-and-streamline-website-content.md): Learn how to add and edit accordions using HTML on a static webpage to make text-heavy content aesthetically pleasing.
- [Adding Tables to a Webpage](https://help.noviams.com/en/articles/636123-adding-tables-to-a-webpage.md): Tables are generally frowned upon in modern web design, but there are still some valid uses for them.
- [Add Breadcrumbs to Static Pages on your Novi Website](https://help.noviams.com/en/articles/3985703-add-breadcrumbs-to-static-pages-on-your-novi-website.md): Help users navigate your website by adding breadcrumb trails.
- [Advanced: Dividing Content Into Columns](https://help.noviams.com/en/articles/1045169-advanced-dividing-content-into-columns.md): Learn how to divide content into two columns by adding a "div" code to the webpage's source code.
- [Advanced: Image Maps](https://help.noviams.com/en/articles/599492-advanced-image-maps.md): Use image maps to make logos \(or other areas\) clickable on an image.
- [Advanced: Track PDF Downloads on Novi AMS Websites](https://help.noviams.com/en/articles/3695960-advanced-track-pdf-downloads-on-novi-ams-websites.md): Learn how to leverage Google Analytics and Google Tag Manager to track PDF downloads or other website events.
- [Advanced: Add Global CSS Styles to your Novi Website](https://help.noviams.com/en/articles/3985563-advanced-add-global-css-styles-to-your-novi-website.md): Learn how to customize the aesthetic of your website by adding CSS styles in your settings.
- [Understanding the Content Included in Site-Wide Search for Novi AMS Websites](https://help.noviams.com/en/articles/7992019-understanding-the-content-included-in-site-wide-search-for-novi-ams-websites.md): Learn what content is included in the front-end website search.
- [Why AI Widgets Aren't the Solution for Website Accessibility](https://help.noviams.com/en/articles/8716148-why-ai-widgets-aren-t-the-solution-for-website-accessibility.md)
- [A Guide to Updating Your Logo](https://help.noviams.com/en/articles/5720865-a-guide-to-updating-your-logo.md): Learn how to update your site's logo and branding information like association name
- [Ask Google to Recrawl Your URLs](https://help.noviams.com/en/articles/6609399-ask-google-to-recrawl-your-urls.md): Request that Google re-index your webpage\(s\) and/or remove invalid search results.
- [Browser Variances](https://help.noviams.com/en/articles/4520218-browser-variances.md): Learn why your website will render with some variations across your members.
- [Using Redirects to Direct Old URLs to Your Website](https://help.noviams.com/en/articles/668316-using-redirects-to-direct-old-urls-to-your-website.md): How to utilize Redirects for your Novi AMS website.
- [A Complete List of Acceptable Novi File Types](https://help.noviams.com/en/articles/869473-a-complete-list-of-acceptable-novi-file-types.md): File types that Novi currently allows.
- [Restore Previous Content on a Page](https://help.noviams.com/en/articles/8895195-restore-previous-content-on-a-page.md): Learn how to restore content on your website if you accidentally save changes
- [Restoring Deleted Novi Files](https://help.noviams.com/en/articles/1541870-restoring-deleted-novi-files.md): How to find deleted files in your Trash folder.
- [Search Engine Optimization \(SEO\)](https://help.noviams.com/en/articles/2327722-search-engine-optimization-seo.md): Learn how to customize the way a page on your website will appear within search results.
- [Translate Your Website Content](https://help.noviams.com/en/articles/1431156-translate-your-website-content.md): Learn how modern browsers automatically translate your content for non-English speakers.
- [How reCAPTCHA Works on Novi Websites](https://help.noviams.com/en/articles/3032187-how-recaptcha-works-on-novi-websites.md): Learn more about how Google's reCAPTCHA algorithm works for password resets on Novi websites.
- [NAA Click & Lease Content](https://help.noviams.com/en/articles/8802217-naa-click-lease-content.md)
- [DDoS Protection](https://help.noviams.com/en/articles/9492211-ddos-protection.md): Learn what a distributed denial of service is and how DDoS protection works.
- [Advanced Social Media Sharing: Using Meta Tags](https://help.noviams.com/en/articles/11105359-advanced-social-media-sharing-using-meta-tags.md)
- [Troubleshooting: Site Not Loading](https://help.noviams.com/en/articles/4540053-troubleshooting-site-not-loading.md)
- [Troubleshooting: Webpage Loading Slow](https://help.noviams.com/en/articles/1784191-troubleshooting-webpage-loading-slow.md): Learn how to quickly check the image sizes on a web page to determine if the file size is too large.
- [Troubleshooting: Facebook Embeds](https://help.noviams.com/en/articles/3323407-troubleshooting-facebook-embeds.md): Learn how to solve the issue of Facebook embeds not displaying
- [Troubleshooting: A page already exists with that file name.](https://help.noviams.com/en/articles/1792789-troubleshooting-a-page-already-exists-with-that-file-name.md): Learn how to find a member record that is using a specific friendly file name so that you can avoid conflicts.
- [Image appears colored or dark after inserting it into a CMS region or page.](https://help.noviams.com/en/articles/748585-image-appears-colored-or-dark-after-inserting-it-into-a-cms-region-or-page.md): Image overlays indicate that you are editing.
- [Blog \(News\) Article is Not Visible on Website](https://help.noviams.com/en/articles/411715-blog-news-article-is-not-visible-on-website.md): Can't find a blog article on the frontend of your website? This could be due to a few reasons.
- [Troubleshooting: Why Aren’t My Links Working?](https://help.noviams.com/en/articles/3050115-troubleshooting-why-aren-t-my-links-working.md): Learn why a hyperlink on your website may not be working properly.

## Events

- [Event Policy Page & Settings](https://help.noviams.com/en/articles/6825060-event-policy-page-settings.md): Notify attendees about your association's event-related policies, including cancellations and refunds.
- [Getting Started: A Guide To Events in Novi AMS](https://help.noviams.com/en/articles/4806238-getting-started-a-guide-to-events-in-novi-ams.md): Events are the lifeblood of an association. Read on to discover the tools we have to make your event experience smooth and efficient.
- [Creating an Event Category](https://help.noviams.com/en/articles/2772315-creating-an-event-category.md): Let your members find the events the way they would naturally search for them.
- [Adding Custom Credit Types](https://help.noviams.com/en/articles/5069839-adding-custom-credit-types.md): How to add Credit Types for continuing education that are specific to your association.
- [Create an Event in Novi](https://help.noviams.com/en/articles/3055653-create-an-event-in-novi.md): Learn how to create and configure a new event in Novi, from basic setup through ticket creation, settings, and monitoring event performance.
- [Copy an Existing Event in Novi](https://help.noviams.com/en/articles/6170842-copy-an-existing-event-in-novi.md): Copy your event to reuse it for your next occurrence in Novi AMS.
- [Setting Up an Event Registration Pathway](https://help.noviams.com/en/articles/6026388-setting-up-an-event-registration-pathway.md): Explore the different event registration pathways, how each one works, and when to use it.
- [Event Ticket Setup](https://help.noviams.com/en/articles/1261737-event-ticket-setup.md): Learn how to create and configure event tickets, including pricing, visibility, availability, purchasability, and registration fields
- [Instructor Management](https://help.noviams.com/en/articles/7241697-instructor-management.md): How admins and members can view and manage Instructor information.
- [Creating an Event Ticket Category](https://help.noviams.com/en/articles/2844149-creating-an-event-ticket-category.md): Learn how to group event tickets using Ticket Categories.
- [Using Override Links for Event Detail & Registration Pages](https://help.noviams.com/en/articles/4879818-using-override-links-for-event-detail-registration-pages.md): Redirect users from an event on your website to a unique page or third-party platform by adding Override Links in the event settings.
- [Admin Event Registration Email Notifications](https://help.noviams.com/en/articles/4827064-admin-event-registration-email-notifications.md): Learn how admins, or other team members, can receive an email notification for each new registration on your event.
- [Tips for Private Events with Credits Attached](https://help.noviams.com/en/articles/4711723-tips-for-private-events-with-credits-attached.md): Learn tips for managing online Education & Training Courses through Novi's Private Online Feature.
- [Event Ticket Display Order](https://help.noviams.com/en/articles/3032022-event-ticket-display-order.md): How to change the display order of Event Tickets.
- [Adding Custom Fields to Your Event Tickets](https://help.noviams.com/en/articles/421180-adding-custom-fields-to-your-event-tickets.md): Learn how to collect information such as attendee name, company, etc., on your event registrations.
- [Event Time Zone](https://help.noviams.com/en/articles/3113971-event-time-zone.md): How to set the time zone for an event and where it will be displayed.
- [Event Agendas](https://help.noviams.com/en/articles/1971251-event-agendas.md): Learn how to create or upload an agenda for an event.
- [Automate Event Attendee Email Reminders](https://help.noviams.com/en/articles/2326495-automate-event-attendee-email-reminders.md): How Novi can automatically remind your event attendees that they've registered for an event.
- [Recurring Events](https://help.noviams.com/en/articles/2804964-recurring-events.md): Learn more about how recurring events work in Novi and when to use this type of setup.
- [Deleting an Event Ticket](https://help.noviams.com/en/articles/2969046-deleting-an-event-ticket.md): Learn when and how to delete an event ticket.
- [Private Virtual Links for Events & Education Classes](https://help.noviams.com/en/articles/3994683-private-virtual-links-for-events-education-classes.md): Learn how to protect your online webinars with private links for your attendees.
- [Show Event Attendees On Your Event Page](https://help.noviams.com/en/articles/687072-show-event-attendees-on-your-event-page.md): How to display a list of event attendees on the frontend of your website.
- [Event Details Tabbed Layout](https://help.noviams.com/en/articles/9200430-event-details-tabbed-layout.md): Display event details in a tabbed layout format
- [Dynamic Ticket Pricing for Events](https://help.noviams.com/en/articles/13251202-dynamic-ticket-pricing-for-events.md): Learn how set-up dynamic ticket pricing for events.
- [Member Event Registration from Frontend Website](https://help.noviams.com/en/articles/1524245-member-event-registration-from-frontend-website.md): Learn how members can register for events on your association's website.
- [Register Attendees for Events as an Admin](https://help.noviams.com/en/articles/1082836-register-attendees-for-events-as-an-admin.md): Learn how to register attendees for events from the backend of Novi.
- [Registering an Event Attendee who Paid with a Check](https://help.noviams.com/en/articles/679153-registering-an-event-attendee-who-paid-with-a-check.md): What to do when an event attendee pays with a check.
- [Navigating Event Attendee Lists](https://help.noviams.com/en/articles/2020433-navigating-event-attendee-lists.md): Learn about the filters and display options for attendee info, how to download an attendee list, and view specific attendee records.
- [How to Require Users to Login for Event Registrations](https://help.noviams.com/en/articles/3085627-how-to-require-users-to-login-for-event-registrations.md): Learn how to configure event tickets to require login for registration, whether for all users, members only, specific member types, or designated groups.
- [Editing or Updating Event Registration Details as an Admin](https://help.noviams.com/en/articles/2999293-editing-or-updating-event-registration-details-as-an-admin.md): Learn how to update or transfer an attendee on an event registration, including TBD attendees and guest registrations as an Admin.
- [Transferring Event Registrations Between Events](https://help.noviams.com/en/articles/457121-transferring-event-registrations-between-events.md): What to do when you need to move an event attendee registration from one event to another.
- [Cancel an Event Registration](https://help.noviams.com/en/articles/1564846-cancel-an-event-registration.md): Learn how to cancel an event registration with a full refund, a cancelation fee, or no refund at all.
- [Find Cancelled Event Registrations](https://help.noviams.com/en/articles/1783423-find-cancelled-event-registrations.md): Learn how to find cancelled event registrations and associate information, including accounting transactions and the user who cancelled it.
- [Refunding Event Cancellations After Credit Memo Has Been Issued](https://help.noviams.com/en/articles/1130387-refunding-event-cancellations-after-credit-memo-has-been-issued.md)
- [Changing Fields on an Event Registration Form After Attendees Use the Ticket](https://help.noviams.com/en/articles/2069924-changing-fields-on-an-event-registration-form-after-attendees-use-the-ticket.md): Learn how to safely make changes to an event registration form after its ticket has already been used to register attendees for an event.
- [Bulk Register Attendees for Events as an Admin](https://help.noviams.com/en/articles/8827448-bulk-register-attendees-for-events-as-an-admin.md): Attendees can be registered in bulk from Novi Groups, Committees, Family Trees or from one event to another.
- [Attendee Record Matching & Convert Guest Attendee to Member Record](https://help.noviams.com/en/articles/9460175-attendee-record-matching-convert-guest-attendee-to-member-record.md)
- [Editing or Updating Event Registration Details in the Member Compass](https://help.noviams.com/en/articles/15061890-editing-or-updating-event-registration-details-in-the-member-compass.md): Allow purchasers and attendees to update event registration details directly from the Member Compass.
- [Share an Event by Email, Facebook or LinkedIn](https://help.noviams.com/en/articles/956456-share-an-event-by-email-facebook-or-linkedin.md): How to share an event on different platforms and things you should know.
- [MailChimp: Emailing Contacts Who Have Not Registered for an Event](https://help.noviams.com/en/articles/744701-mailchimp-emailing-contacts-who-have-not-registered-for-an-event.md): How to send marketing emails to contacts or members that are not registered for specific events, using MailChimp.
- [Email Event Attendees or Purchasers](https://help.noviams.com/en/articles/2106533-email-event-attendees-or-purchasers.md): Learn how to send custom emails to event registrants.
- [Manual Event Confirmation Email](https://help.noviams.com/en/articles/3810974-manual-event-confirmation-email.md): Learn how to send one-off or use batch actions to bulk send a manual event registration confirmation email.
- [Event Email Examples](https://help.noviams.com/en/articles/4002916-event-email-examples.md): See examples of different types of event transactional emails that are sent from Novi.
- [Event Registration Abandonment Email](https://help.noviams.com/en/articles/14008086-event-registration-abandonment-email.md): Learn what the event registration abandonment email is, who receives it, when it's sent, and how you can edit these settings.
- [Manually Adding Credits for a Member in Novi](https://help.noviams.com/en/articles/5070090-manually-adding-credits-for-a-member-in-novi.md): Admins can add continuing education credits \(CEC/CEU\) to member records directly from the activity timeline!
- [Deep Dive: Print & Email the Transactions Created by Admin Event Registrations](https://help.noviams.com/en/articles/1263447-deep-dive-print-email-the-transactions-created-by-admin-event-registrations.md): For registrations created in the admin, Novi does not automatically send Invoices or Sales Receipts to purchasers.
- [Five Ways Novi AMS Can Help Sell an Event Sponsorship](https://help.noviams.com/en/articles/1629899-five-ways-novi-ams-can-help-sell-an-event-sponsorship.md): Learn how to put Novi AMS to work encouraging members to sponsor an event.
- [Add a Secondary Call to Action to an Event](https://help.noviams.com/en/articles/1623408-add-a-secondary-call-to-action-to-an-event.md): Learn how to add secondary calls to action \(also called a CTA\) to an event to promote sponsorships and other relevant information.
- [Use a PDF File as an Event Secondary Call to Action](https://help.noviams.com/en/articles/956463-use-a-pdf-file-as-an-event-secondary-call-to-action.md): Learn how to create a secondary call to action button that links to a PDF file.
- [Restrict Event Registration to Members with Paid Dues Invoices](https://help.noviams.com/en/articles/2440549-restrict-event-registration-to-members-with-paid-dues-invoices.md): Learn how to lock down event registration to members who have paid their dues invoice.
- [Unique Event Attendee & Company List Views](https://help.noviams.com/en/articles/5080911-unique-event-attendee-company-list-views.md): The three ways you can view information in an event attendee list
- [Track Meeting Attendance](https://help.noviams.com/en/articles/1269134-track-meeting-attendance.md): Learn how to track attendance for events, committee meetings, board meetings, and education classes.
- [Check-in Event Attendees Using QR Codes](https://help.noviams.com/en/articles/6222994-check-in-event-attendees-using-qr-codes.md): Learn how to use Novi-generated QR codes so staff can check attendees in at events.
- [Monitoring Event Financial Performance](https://help.noviams.com/en/articles/14883165-monitoring-event-financial-performance.md): Learn how to use the event stage and Net Revenue metric to track ticket sales, discounts, and estimated revenue directly from the event backend.
- [Find Past Events](https://help.noviams.com/en/articles/1803019-find-past-events.md): Learn how to find historical events inside of the Novi AMS admin.
- [Troubleshooting: Retrieve event registration data lost after changing the fields on a ticket.](https://help.noviams.com/en/articles/2069957-troubleshooting-retrieve-event-registration-data-lost-after-changing-the-fields-on-a-ticket.md): Learn how to recover event registration data lost if a field name is changed on a ticket that already has been used to register attendees.
- [Event Attendee Names - To Require or Not Require?](https://help.noviams.com/en/articles/1773749-event-attendee-names-to-require-or-not-require.md): Learn how attendees can be missing from registrations, how to determine who the person is and how to ensure attendees appear in the future.
- [Troubleshooting: Why is my event not showing on the front-end of my website?](https://help.noviams.com/en/articles/482217-troubleshooting-why-is-my-event-not-showing-on-the-front-end-of-my-website.md)
- [What To Do If An Attendee Registered & Paid For The Wrong Ticket Type](https://help.noviams.com/en/articles/3812187-what-to-do-if-an-attendee-registered-paid-for-the-wrong-ticket-type.md): How to ensure Novi & your books are clean in this scenario.
- [Troubleshooting: Event Details Edited on the Frontend are not Showing on the Backend.](https://help.noviams.com/en/articles/990383-troubleshooting-event-details-edited-on-the-frontend-are-not-showing-on-the-backend.md)

## Ecommerce

- [Ecommerce Cart Abandonment Email](https://help.noviams.com/en/articles/11795861-ecommerce-cart-abandonment-email.md)
- [Create a Product Category](https://help.noviams.com/en/articles/11386590-create-a-product-category.md): Creating Ecommerce Product Categories to keep your products organized.
- [Create a New Product in Novi or Import Existing Products from QuickBooks Online](https://help.noviams.com/en/articles/1246949-create-a-new-product-in-novi-or-import-existing-products-from-quickbooks-online.md): Learn how to add products to your Ecommerce store.
- [Ecommerce Product Set-Up Details](https://help.noviams.com/en/articles/3502760-ecommerce-product-set-up-details.md): Learn more about the available set-up options for your Ecommerce products, including required and optional settings.
- [Ecommerce Product Fulfillment & Shipping Settings](https://help.noviams.com/en/articles/5046338-ecommerce-product-fulfillment-shipping-settings.md): Learn more about the available options to set shipping rates and ways to include shipping on your ecommerce products
- [Adding Custom Fields to Ecommerce Products](https://help.noviams.com/en/articles/3608827-adding-custom-fields-to-ecommerce-products.md): Learn how to collect information on your ecommerce product purchases.
- [Novi Product Purchases](https://help.noviams.com/en/articles/3502800-novi-product-purchases.md): View the purchase details of a specific product all in one place: Purchaser, Order Type & Status, Quantity, Price Paid & Discount, and more!
- [Processing Ecommerce Orders](https://help.noviams.com/en/articles/2728863-processing-ecommerce-orders.md): Learn what happens when a product is purchased online from your website store and what admins should do to fulfill the order.
- [Ecommerce Subscriptions](https://help.noviams.com/en/articles/7020608-ecommerce-subscriptions.md): How to view and manage Ecommerce subscription orders on the backend.
- [Product Display Order](https://help.noviams.com/en/articles/661721-product-display-order.md): Learn how to change the frontend display order of products in your store so they are presented in a clean, logical way.
- [Edit Ecommerce Product Checkout Cart](https://help.noviams.com/en/articles/2484766-edit-ecommerce-product-checkout-cart.md): Learn how to customize the text shown in your checkout cart, including the title and product shipping information.
- [Product Add-ons](https://help.noviams.com/en/articles/1732031-product-add-ons.md): Learn how to add products to event registrations and new member signup.
- [Subscription Renewals](https://help.noviams.com/en/articles/2273633-subscription-renewals.md): Learn more about how subscription renewals work.
- [Enter a Product Order for a Member from the Admin](https://help.noviams.com/en/articles/411861-enter-a-product-order-for-a-member-from-the-admin.md): Trying to purchase a product or sponsorship for one of your members? This can be done in the Ecommerce component of Novi \(on the backend\).
- [How To Disable Invoicing on Product Orders](https://help.noviams.com/en/articles/1175475-how-to-disable-invoicing-on-product-orders.md): Require members to pay for products with a credit card at the time of purchase.
- [How to Cancel & Refund a Product Order](https://help.noviams.com/en/articles/1546664-how-to-cancel-refund-a-product-order.md): Steps to cancel an Ecommerce order in Novi and update the transaction in QuickBooks Online \(if applicable\).
- [Advanced: Generate Product Invoices From A Group](https://help.noviams.com/en/articles/3377869-advanced-generate-product-invoices-from-a-group.md)
- [Troubleshooting: Product Missing Active QuickBooks Item Or Account](https://help.noviams.com/en/articles/3547414-troubleshooting-product-missing-active-quickbooks-item-or-account.md)
- [Purchaser Information](https://help.noviams.com/en/articles/2144876-purchaser-information.md): Learn how to view purchaser information on your orders.
- [Adding and Setting Up Promo Codes](https://help.noviams.com/en/articles/1413788-adding-and-setting-up-promo-codes.md): How to create new promo codes, as well as manage and edit existing promo codes.
- [Adding Limitations to Promo Codes](https://help.noviams.com/en/articles/1348869-adding-limitations-to-promo-codes.md): How to limit who can use promo codes, when they can use promo codes, and how many times a promo code can be used.
- [Promo Code Accounting & Tracking](https://help.noviams.com/en/articles/1769066-promo-code-accounting-tracking.md): Discover how promo codes impact accounting transactions and reporting, and learn the best methods for tracking their usage.

## Novi Navigator

- [Novi Navigator Ideas](https://help.noviams.com/en/articles/15878272-novi-navigator-ideas.md): As of July 2026, Navigator is in open beta for Novi customers.

## Reports & Groups

- [Getting Started: A Guide To Reports & Groups](https://help.noviams.com/en/articles/4900617-getting-started-a-guide-to-reports-groups.md): A beginner's guide to reports and groups in Novi.
- [Designated and Effective Member Types](https://help.noviams.com/en/articles/6787214-designated-and-effective-member-types.md): These member type distinctions provide straightforward conditions for pulling members into custom reports.
- [Creating Custom Reports](https://help.noviams.com/en/articles/440255-creating-custom-reports.md): Learn how to build custom membership or event reports in Novi
- [Report & Group Condition Builder Cheat Sheet](https://help.noviams.com/en/articles/2360867-report-group-condition-builder-cheat-sheet.md): Learn a few tips & tricks on setting up conditions for your custom reports and groups.
- [Should I Create a Report or a Group?](https://help.noviams.com/en/articles/3047441-should-i-create-a-report-or-a-group.md): Learn when to create a Group and when a Custom Report makes more sense.
- [Novi Custom Report Available Fields](https://help.noviams.com/en/articles/3011124-novi-custom-report-available-fields.md): See a full list of available fields that can be queried \(used as a report condition\) & displayed \(in a report column\) in custom reports.
- [Create Custom Reports for Members with User Accounts](https://help.noviams.com/en/articles/1204152-create-custom-reports-for-members-with-user-accounts.md): How to add user account registration & last login dates to member reports.
- [Printing Reports in Chrome](https://help.noviams.com/en/articles/482461-printing-reports-in-chrome.md): How can I remove the header and/or footer to not show the date and time?
- [Download CSV for Excel](https://help.noviams.com/en/articles/1970796-download-csv-for-excel.md): Learn how to download a list or a report into a CSV file that can be opened with Excel, Google Sheets, or Numbers.
- [Null vs. Empty](https://help.noviams.com/en/articles/2217469-null-vs-empty.md): Find out the difference between the null and empty conditions in reporting.
- [Automate Scheduled Email Delivery of Custom Reports](https://help.noviams.com/en/articles/8931147-automate-scheduled-email-delivery-of-custom-reports.md)
- [Deep Dive: Set of Options vs. Checkbox When Creating a Custom Field](https://help.noviams.com/en/articles/2427141-deep-dive-set-of-options-vs-checkbox-when-creating-a-custom-field.md): How to determine whether you need a checkbox or a set of yes/no options when setting up a custom field.
- [Membership Change Summary Report](https://help.noviams.com/en/articles/4711435-membership-change-summary-report.md): See your membership trends – including adds, drops, and retention over time – using the built-in Membership Change report.
- [Upcoming Renewals Report](https://help.noviams.com/en/articles/9731735-upcoming-renewals-report.md): Learn more about using the Upcoming Renewals report to estimate upcoming renewal dues revenue
- [Membership Add Report](https://help.noviams.com/en/articles/4787312-membership-add-report.md): Track your membership growth \(new joins and reinstated members\) using the built-in Add Report.
- [Membership Drop Report](https://help.noviams.com/en/articles/4787314-membership-drop-report.md): Track which members have dropped or expired using the built-in Drop Report.
- [Member Engagement Report](https://help.noviams.com/en/articles/1008403-member-engagement-report.md): Learn how Novi AMS tracks whether members have been engaged through their attendance at an event \(or class\), using your Ecommerce store, or participating with a Committee.
- [Ecommerce Sales Report](https://help.noviams.com/en/articles/3696454-ecommerce-sales-report.md): View a report showing item-level sales for all Ecommerce products ordered in Novi.
- [Item Sales Report](https://help.noviams.com/en/articles/7878547-item-sales-report.md): See detailed sales data from QuickBooks tied to Member record data in Novi.
- [Event Comparison Report](https://help.noviams.com/en/articles/8532565-event-comparison-report.md): View a side-by-side comparison of event performance for two events.
- [Set Of Options Report](https://help.noviams.com/en/articles/4754995-set-of-options-report.md): View a report of members' custom field values for any "set of options" field type, including Areas of Expertise.
- [Activity Timeline Report](https://help.noviams.com/en/articles/5111496-activity-timeline-report.md): View a list of members' activities, tasks, and credits all in one place.
- [Email Sync Report](https://help.noviams.com/en/articles/9149701-email-sync-report.md): View the email sync statuses of records in a comprehensive report.
- [Revenue Change Report](https://help.noviams.com/en/articles/11725543-revenue-change-report.md): A summary of how recognized revenue has changed over time
- [Event Performance Report](https://help.noviams.com/en/articles/14035371-event-performance-report.md): Use the Event Performance Report to view and analyze event data across all of your events - including attendees, companies, ticket sales, and event summaries - in one place.
- [Creating Groups in Novi](https://help.noviams.com/en/articles/2434921-creating-groups-in-novi.md): Learn how to create and manage a segmented Group of records by selecting specific records or through rule-based conditions.
- [Group Beneficiaries](https://help.noviams.com/en/articles/2287363-group-beneficiaries.md): Learn more about Group Beneficiaries when setting up a Group in Novi AMS.
- [Using Novi Groups to Track Member Engagement](https://help.noviams.com/en/articles/6303813-using-novi-groups-to-track-member-engagement.md): Create groups of members based on their level of engagement, using activity-based date conditions
- [Deep Dive: Setting Group Conditions for Drop-Down Fields](https://help.noviams.com/en/articles/1582676-deep-dive-setting-group-conditions-for-drop-down-fields.md): Learn how to set up a group based on "set of options" custom fields where multiple values can be selected from the list.
- [How to Export Your Member Data](https://help.noviams.com/en/articles/10290457-how-to-export-your-member-data.md): A Step-by-Step Guide to Download Your Member Data

## APIs and Integrations

- [How to: Create an API Key](https://help.noviams.com/en/articles/2331304-how-to-create-an-api-key.md): Explore Novi's built-in methods of sharing your membership data with affiliated associations or third party apps
- [How to set up a Novi API feed to receive member data from an affiliate association](https://help.noviams.com/en/articles/2331476-how-to-set-up-a-novi-api-feed-to-receive-member-data-from-an-affiliate-association.md): Explore how Novi streamlines and automates the process of updating your membership data with data from affiliates via the Data Handshake.
- [Set Up a Single Sign On \(SSO\) Client for a 3rd Party Integration Partner](https://help.noviams.com/en/articles/3903612-set-up-a-single-sign-on-sso-client-for-a-3rd-party-integration-partner.md): If you've been asked to provide an SSO client ID or secret key, here's how you do it!
- [Single Sign-On For Novi Data Handshake Sites](https://help.noviams.com/en/articles/5436799-single-sign-on-for-novi-data-handshake-sites.md): Setup SSO for multiple related Novi instances
- [Novi AMS and Sengii Single Sign-on \(SSO\) Integration](https://help.noviams.com/en/articles/4123633-novi-ams-and-sengii-single-sign-on-sso-integration.md): Learn how to set-up your single sign-on for your members to access Sengii.
- [Novi AMS and Web Scribble Single Sign-on \(SSO\) Integration](https://help.noviams.com/en/articles/2393623-novi-ams-and-web-scribble-single-sign-on-sso-integration.md): Learn how to set-up your single sign-on for your members to access WebScribble.
- [Novi AMS & RSS Feeds](https://help.noviams.com/en/articles/4745419-novi-ams-rss-feeds.md): Wondering why Novi doesn't support RSS Feeds? Lets dive in to the details!
- [Troubleshooting: Why Can't I See the Intercom Button?](https://help.noviams.com/en/articles/2637978-troubleshooting-why-can-t-i-see-the-intercom-button.md): What to do if the Intercom icon isn't showing for you in Novi.
- [Giving Novi Access to Third-Party Accounts](https://help.noviams.com/en/articles/2873181-giving-novi-access-to-third-party-accounts.md): The proper way to give Novi admin access to your related third-party accounts.
- [Advanced: Zapier Integration](https://help.noviams.com/en/articles/5436290-advanced-zapier-integration.md): Using Zapier to create your own integrations.
- [Map Dynamics Integration](https://help.noviams.com/en/articles/690206-map-dynamics-integration.md): How to embed Map D \(Map Dynamics\) into your Novi website.
- [Using Feathr with Novi AMS](https://help.noviams.com/en/articles/3616771-using-feathr-with-novi-ams.md): Learn how to embed the Feathr Super Pixel into your website and locate event ID's.
- [Novi \<\> Higher Logic Integration](https://help.noviams.com/en/articles/5145697-novi-higher-logic-integration.md): How to set up your Higher Logic Integration, SSO, and get started pushing data via Novi Groups!
- [Set Up Novi AMS Checkout Conversion Analytics](https://help.noviams.com/en/articles/3291601-set-up-novi-ams-checkout-conversion-analytics.md): Learn the basics of how to integrate your favorite analytics tool with the checkout process.
- [Setting Up & Connecting Forj To Novi AMS](https://help.noviams.com/en/articles/3679110-setting-up-connecting-forj-to-novi-ams.md)
- [LiveChat - Tips and Tricks](https://help.noviams.com/en/articles/3422221-livechat-tips-and-tricks.md): One of our Novi customers shared some best practices for managing LiveChat on your website
- [Share Member Data with NAA](https://help.noviams.com/en/articles/6660869-share-member-data-with-naa.md): Learn how NAA can securely access affiliate data using API Keys.

## Onboarding

- [Novi Support](https://help.noviams.com/en/articles/2541150-novi-support.md): Learn the best ways to get support and advice from the Novi team and the timeline for our response.
- [Getting Started: A Guide For New Association Staff](https://help.noviams.com/en/articles/2782637-getting-started-a-guide-for-new-association-staff.md): Recommended resources for new association admins to learn Novi AMS.
- [Onboarding for New Customers](https://help.noviams.com/en/articles/955978-onboarding-for-new-customers.md): Learn what to expect during the Novi onboarding process.
- [Staging Site](https://help.noviams.com/en/articles/957365-staging-site.md): Where your website & database comes alive
- [The Importance of Using A Branded Domain Email Address](https://help.noviams.com/en/articles/3207479-the-importance-of-using-a-branded-domain-email-address.md): Learn how using a branded domain email address affects deliverability.
- [Cancellation Policy](https://help.noviams.com/en/articles/1671863-cancellation-policy.md): Learn more about Novi AMS' cancellation policy for training sessions and scheduled consulting.
- [Activity Import Overview](https://help.noviams.com/en/articles/4477892-activity-import-overview.md): Import member-specific internal notes & activities from your legacy AMS.
- [Subscription Import Overview](https://help.noviams.com/en/articles/4464315-subscription-import-overview.md): Import historical and current subscriptions from your legacy AMS.
- [Member Data Import Fields](https://help.noviams.com/en/articles/957310-member-data-import-fields.md): Import member data from your legacy AMS into Novi.
- [Billing Address vs Shipping Address](https://help.noviams.com/en/articles/1959220-billing-address-vs-shipping-address.md): Learn the standard conventions on how to map your address data to either billing addresses or shipping addresses in QuickBooks or Novi AMS.
- [Ambiguous Record](https://help.noviams.com/en/articles/1907910-ambiguous-record.md): Learn what an ambiguous record is and how you can resolve it.
- [Data Import Custom Fields](https://help.noviams.com/en/articles/1602898-data-import-custom-fields.md): Learn more about Novi custom fields and how to set them up in your data spreadsheet.
- [Event Import Overview](https://help.noviams.com/en/articles/949486-event-import-overview.md): Import events, tickets, and registrations from your legacy AMS.
- [QuickBooks Online and Novi Data Import](https://help.noviams.com/en/articles/2172890-quickbooks-online-and-novi-data-import.md): A deep dive into everything you need to know about how QuickBooks Online information will affect your Novi data import.
- [Event Import - Events](https://help.noviams.com/en/articles/3209481-event-import-events.md)
- [Event Import - Tickets](https://help.noviams.com/en/articles/3209488-event-import-tickets.md)
- [Event Import - Attendees](https://help.noviams.com/en/articles/3046594-event-import-attendees.md)
- [Purging Data During Onboarding](https://help.noviams.com/en/articles/1572268-purging-data-during-onboarding.md): Preparing the database for importing data during the onboarding process.
- [Approving The QuickBooks Online Import: Are the same number of records in both systems?](https://help.noviams.com/en/articles/2334596-approving-the-quickbooks-online-import-are-the-same-number-of-records-in-both-systems.md)
- [Your Novi Launch!](https://help.noviams.com/en/articles/5275029-your-novi-launch.md): At Novi AMS, we want to ensure that staff and members smoothly transition to your new system.
- [DNS and Your Domain Name](https://help.noviams.com/en/articles/1542182-dns-and-your-domain-name.md): Your domain name is the way your members find you, and DNS is like the phone book that looks up your domain name.
- [Configuring your domain name \(DNS\) for your new Novi AMS website](https://help.noviams.com/en/articles/1880081-configuring-your-domain-name-dns-for-your-new-novi-ams-website.md): What to expect before and during your Novi website launch.
- [Verifying Domain Name Access](https://help.noviams.com/en/articles/3397337-verifying-domain-name-access.md): Verify ownership of the domain used for your Novi AMS website.
- [Keeping your site secure with SSL certificates](https://help.noviams.com/en/articles/1542200-keeping-your-site-secure-with-ssl-certificates.md): An SSL certificate verifies your site's identity and encrypts the traffic between your browser and our server.
- [Deep Dive: SEO Considerations when Migrating to the Novi AMS Platform](https://help.noviams.com/en/articles/2855863-deep-dive-seo-considerations-when-migrating-to-the-novi-ams-platform.md): Learn SEO implications to consider when migrating to a new Novi AMS website.
- [Post-Launch Resources](https://help.noviams.com/en/articles/1841523-post-launch-resources.md)

## New Features & Updates

- [Our deployment schedule, and why it's strict](https://help.noviams.com/en/articles/1216716-our-deployment-schedule-and-why-it-s-strict.md): Updates to our application are deployed every two weeks, and rarely more often, to mitigate risk.
- [Making an Impact: Prioritizing Your Novi AMS Feature Requests](https://help.noviams.com/en/articles/1194411-making-an-impact-prioritizing-your-novi-ams-feature-requests.md): A message from our founder on how we incorporate the ideas and feedback of association professionals into every line of code we write.
- [What's New at Novi: May 2026](https://help.noviams.com/en/articles/13771470-what-s-new-at-novi-may-2026.md): Novi AMS regularly releases new enhancements. Check out what's new!
- [What's New at Novi: January 2026](https://help.noviams.com/en/articles/13187676-what-s-new-at-novi-january-2026.md): Novi AMS regularly releases new features & updates. Check out what's new!
- [What's New At Novi: December 2025](https://help.noviams.com/en/articles/13024640-what-s-new-at-novi-december-2025.md): Novi AMS regularly releases new enhancements. Check out what's new!
- [What's New At Novi: November 2025](https://help.noviams.com/en/articles/12721235-what-s-new-at-novi-november-2025.md): Novi AMS regularly releases new enhancements - check out what's new!
- [What's New At Novi: October 2025](https://help.noviams.com/en/articles/12575470-what-s-new-at-novi-october-2025.md): Novi AMS regularly releases new enhancements - check out what's new!
- [What's New At Novi: September 2025](https://help.noviams.com/en/articles/12090034-what-s-new-at-novi-september-2025.md): Novi AMS regularly releases new enhancements - check out what's new!
- [What's New At Novi: August 2025](https://help.noviams.com/en/articles/11843648-what-s-new-at-novi-august-2025.md): Novi AMS regularly releases new enhancements - check out what's new!
- [What's New at Novi: July 2025](https://help.noviams.com/en/articles/11517304-what-s-new-at-novi-july-2025.md): Novi AMS regularly releases new enhancements - check out what's new!
- [What's New at Novi: May 2025](https://help.noviams.com/en/articles/11345335-what-s-new-at-novi-may-2025.md): Novi AMS regularly releases new enhancements - check out what's new!
- [What's New at Novi: March 2025](https://help.noviams.com/en/articles/10750810-what-s-new-at-novi-march-2025.md): Novi AMS regularly releases new enhancements - check out what's new!
- [What's New at Novi: February 2025](https://help.noviams.com/en/articles/10222113-what-s-new-at-novi-february-2025.md): Novi AMS regularly releases new enhancements - check out what's new!
- [What's New at Novi: Mid November 2024](https://help.noviams.com/en/articles/10023782-what-s-new-at-novi-mid-november-2024.md): Novi AMS regularly releases new enhancements - check out what's new!
- [What's New at Novi: Early October 2024](https://help.noviams.com/en/articles/9888432-what-s-new-at-novi-early-october-2024.md): Novi AMS regularly releases new enhancements - check out what's new!
- [What's New at Novi: Early September 2024](https://help.noviams.com/en/articles/9778207-what-s-new-at-novi-early-september-2024.md): Novi AMS regularly releases new enhancements - check out what's new!
- [What's New at Novi: Late July 2024](https://help.noviams.com/en/articles/9650156-what-s-new-at-novi-late-july-2024.md): Novi AMS regularly releases new enhancements - check out what's new!
- [What's New at Novi: Mid July 2024](https://help.noviams.com/en/articles/9456831-what-s-new-at-novi-mid-july-2024.md): Novi AMS regularly releases new enhancements - check out what's new!
- [What's New at Novi: Mid June 2024](https://help.noviams.com/en/articles/9325967-what-s-new-at-novi-mid-june-2024.md): Novi AMS regularly releases new enhancements - check out what's new!
- [What's New at Novi: Mid May 2024](https://help.noviams.com/en/articles/9248524-what-s-new-at-novi-mid-may-2024.md): Novi AMS regularly releases new enhancements - check out what's new!
- [What's New at Novi: Mid March 2024](https://help.noviams.com/en/articles/8959197-what-s-new-at-novi-mid-march-2024.md)

## Developer Documentation

- [Getting Started Developing with the Novi API](https://help.noviams.com/en/articles/2886438-getting-started-developing-with-the-novi-api.md): Learn how to get up and running to develop your integration with the Novi AMS platform.
- [Connecting the Novi SSO and Novi API](https://help.noviams.com/en/articles/5833871-connecting-the-novi-sso-and-novi-api.md): How to retrieve Novi API details for an SSO authenticated user
- [Getting Started Developing with Novi Single Sign On](https://help.noviams.com/en/articles/2576987-getting-started-developing-with-novi-single-sign-on.md): Documentation for 3rd party developers who would like to create an SSO using the Novi AMS platform.
- [Making requests to the Novi JWT SSO](https://help.noviams.com/en/articles/3560809-making-requests-to-the-novi-jwt-sso.md): Documentation for 3rd party developers who would like to create an JWT based SSO using the Novi AMS platform.
- [Making requests to the Novi OpenID Connect/OAuth2 SSO](https://help.noviams.com/en/articles/3561004-making-requests-to-the-novi-openid-connect-oauth2-sso.md): Documentation for 3rd party developers who would like to create an OpenID connect based SSO using the Novi AMS platform.
- [Novi AMS: Partnering with 3rd Party Software Providers to Empower Associations](https://help.noviams.com/en/articles/9882323-novi-ams-partnering-with-3rd-party-software-providers-to-empower-associations.md): Discover how Novi AMS partners with 3rd parties for seamless integrations and customer-driven, value-focused solutions.

## Novi Roundtables

- [Developer Demo: 2025 "You Decide" Feature Recap](https://help.noviams.com/en/articles/15170285-developer-demo-2025-you-decide-feature-recap.md): May 18, 2026
- [Developer Demo: Driving Your Association's Revenue](https://help.noviams.com/en/articles/13006276-developer-demo-driving-your-association-s-revenue.md): December 3, 2025
- [Roundtable Recap: Constant Contact Automation, Tips & Tricks](https://help.noviams.com/en/articles/12795946-roundtable-recap-constant-contact-automation-tips-tricks.md)
- [Roundtable Recap: Zapier Show & Tell](https://help.noviams.com/en/articles/12651423-roundtable-recap-zapier-show-tell.md): October 23, 2025
- [Roundtable Recap: Mailchimp Drip Campaigns \(2025\)](https://help.noviams.com/en/articles/12401839-roundtable-recap-mailchimp-drip-campaigns-2025.md): September 24, 2025
- [Group Training Recap: Novi's Constant Contact Integration](https://help.noviams.com/en/articles/12315760-group-training-recap-novi-s-constant-contact-integration.md): September 17, 2025
- [Group Training Recap: Novi's Mailchimp Integration \(2025\)](https://help.noviams.com/en/articles/12315526-group-training-recap-novi-s-mailchimp-integration-2025.md): September 17, 2025
- [Feature Release: Member Health Roundtable](https://help.noviams.com/en/articles/12263055-feature-release-member-health-roundtable.md): September 10, 2025
- [Roundtable Recap: Customer Success Stories with Novi Census](https://help.noviams.com/en/articles/12069696-roundtable-recap-customer-success-stories-with-novi-census.md): August 22, 2025
- [Roundtable Recap: Net Promoter Score Customer Stories](https://help.noviams.com/en/articles/11421123-roundtable-recap-net-promoter-score-customer-stories.md): May 21, 2025
- [Roundtable Recap: Transforming Member Value Through Learning](https://help.noviams.com/en/articles/11037940-roundtable-recap-transforming-member-value-through-learning.md): Decorative Plumbing + Hardware Association's Success Story, co-hosted with Blue Sky eLearn April 4, 2025
- [Announcement: Member Health](https://help.noviams.com/en/articles/10771387-announcement-member-health.md): March 13, 2025
- [Announcement: Novi Pay, powered by Stripe](https://help.noviams.com/en/articles/10671885-announcement-novi-pay-powered-by-stripe.md): February 27, 2025
- [Roundtable Recap: Introducing Novi Census](https://help.noviams.com/en/articles/10492077-roundtable-recap-introducing-novi-census.md): January 30, 2025
- [Roundtable Recap: Exploring File Uploads – A New Custom Field Type](https://help.noviams.com/en/articles/10470276-roundtable-recap-exploring-file-uploads-a-new-custom-field-type.md): January 24, 2025
- [Roundtable Recap: What's New at Novi Q2: 2024](https://help.noviams.com/en/articles/9465241-roundtable-recap-what-s-new-at-novi-q2-2024.md): Did read the release notes? Learn about the newest Novi features you may have missed.
- [Roundtable Recap: Credit Card Fees](https://help.noviams.com/en/articles/9206488-roundtable-recap-credit-card-fees.md): Learn more about credit card fees when processing payments through Novi AMS
- [Developer Demo: Net Promoter Score \(NPS\)](https://help.noviams.com/en/articles/9155543-developer-demo-net-promoter-score-nps.md): Learn more about using the Net Promoter Score \(NPS\) feature in Novi AMS
- [Roundtable Recap: Non-Dues Revenue](https://help.noviams.com/en/articles/9091663-roundtable-recap-non-dues-revenue.md): Learn how other users are leveraging Novi to increase non-dues revenue!
- [Roundtable Recap: Don't Go Into 2024 With Dirty Data](https://help.noviams.com/en/articles/8753878-roundtable-recap-don-t-go-into-2024-with-dirty-data.md)
- [Developer Demo: Novi Committees Module](https://help.noviams.com/en/articles/8705944-developer-demo-novi-committees-module.md): Learn about the new Novi Committees features!
- [Roundtable Recap: Zapier Show & Tell](https://help.noviams.com/en/articles/8619655-roundtable-recap-zapier-show-tell.md): November 15, 2023 Novi Customers Discuss Creative Zapier Automation
- [Roundtable Recap: Advanced HTML](https://help.noviams.com/en/articles/8495635-roundtable-recap-advanced-html.md): Change the look and feel of your Novi website with advanced HTML and CSS.
- [Roundtable Recap: Constant Contact Drip Campaigns](https://help.noviams.com/en/articles/8430030-roundtable-recap-constant-contact-drip-campaigns.md): By leveraging the features in Novi and Constant Contact, you can create automated email drip campaigns that save time and engage members.
- [Roundtable Recap: Mailchimp Drip Campaigns \(2023\)](https://help.noviams.com/en/articles/8392676-roundtable-recap-mailchimp-drip-campaigns-2023.md): September 20, 2023
- [Roundtable Recap: Renewal Season 2023](https://help.noviams.com/en/articles/8295956-roundtable-recap-renewal-season-2023.md)
- [Developer Demo: Transactional Emails](https://help.noviams.com/en/articles/8234382-developer-demo-transactional-emails.md)
- [Roundtable Recap: Zapier Integration - Email](https://help.noviams.com/en/articles/8095936-roundtable-recap-zapier-integration-email.md): June 27, 2023
- [Roundtable Recap: Complex Events](https://help.noviams.com/en/articles/7996801-roundtable-recap-complex-events.md): June 8, 2023
- [Accounting Task Force Recap: QuickBooks Online Sales Receipts](https://help.noviams.com/en/articles/7896744-accounting-task-force-recap-quickbooks-online-sales-receipts.md): May 10, 2023
- [Webinar Recap: Google Analytics Is Changing - Are You Ready?](https://help.noviams.com/en/articles/7896730-webinar-recap-google-analytics-is-changing-are-you-ready.md): May 11, 2023
- [Roundtable Recap: Key Takeaways from Summit 2023](https://help.noviams.com/en/articles/7329348-roundtable-recap-key-takeaways-from-summit-2023.md): April 5, 2023
- [Roundtable Recap: Year in Review & 2023 Priorities](https://help.noviams.com/en/articles/6949303-roundtable-recap-year-in-review-2023-priorities.md): January 25, 2023
- [Roundtable Recap: Data Cleanup for New Year's](https://help.noviams.com/en/articles/6848951-roundtable-recap-data-cleanup-for-new-year-s.md): December 20, 2022
- [Roundtable Recap: Upgrade Your Data Security](https://help.noviams.com/en/articles/6731290-roundtable-recap-upgrade-your-data-security.md): November 10, 2022
- [Developer Demo: Default Dues Payer](https://help.noviams.com/en/articles/6577180-developer-demo-default-dues-payer.md): Learn how Novi's newest feature allows one member to pay for related members' dues.
- [Roundtable Recap: Sponsorships](https://help.noviams.com/en/articles/6671174-roundtable-recap-sponsorships.md): October 20, 2022
- [Roundtable Recap: Get Ready for Renewals](https://help.noviams.com/en/articles/6520157-roundtable-recap-get-ready-for-renewals.md): August 31, 2022
- [Roundtable Recap: Email Marketing and Novi Groups](https://help.noviams.com/en/articles/6308426-roundtable-recap-email-marketing-and-novi-groups.md): June 15, 2022
- [Roundtable Recap: Zapier Integrations](https://help.noviams.com/en/articles/6192110-roundtable-recap-zapier-integrations.md): May 4, 2022
- [Developer Demo: Event Registration Workflows](https://help.noviams.com/en/articles/6145014-developer-demo-event-registration-workflows.md): April 14, 2022
- [Roundtable Recap: Monetizing Your Novi Website](https://help.noviams.com/en/articles/5881628-roundtable-recap-monetizing-your-novi-website.md): January 12, 2022
- [Roundtable: Backlog Review & 2022 Priorities](https://help.noviams.com/en/articles/5823181-roundtable-backlog-review-2022-priorities.md): December 15, 2021
- [Novi Roundtable: Growing Membership & Managing Prospects](https://help.noviams.com/en/articles/5708054-novi-roundtable-growing-membership-managing-prospects.md): November 3, 2021
- [Novi Roundtable: Events Best Practices](https://help.noviams.com/en/articles/5629540-novi-roundtable-events-best-practices.md): October 6, 2021
- [Roundtable: Get Ready for Renewals](https://help.noviams.com/en/articles/5515439-roundtable-get-ready-for-renewals.md): August 18, 2021
- [Roundtable: Revenue Recognition](https://help.noviams.com/en/articles/5336890-roundtable-revenue-recognition.md): June 9, 2021
- [Roundtable: Reports and Groups Tips and Tricks \(Part 2\)](https://help.noviams.com/en/articles/5281548-roundtable-reports-and-groups-tips-and-tricks-part-2.md): May 28, 2021 Week of Novi Roundtables
- [Roundtable: Ecommerce Best Practices](https://help.noviams.com/en/articles/5272271-roundtable-ecommerce-best-practices.md): May 25, 2021 Week of Novi Roundtables
- [Roundtable: Keeping your Data Clean](https://help.noviams.com/en/articles/5278123-roundtable-keeping-your-data-clean.md): May 27, 2021 Week of Novi Roundtables
- [Roundtable: Winning over Prospects and Keeping Members Engaged](https://help.noviams.com/en/articles/5266237-roundtable-winning-over-prospects-and-keeping-members-engaged.md): May 24, 2021 Week of Novi Roundtables
- [Roundtable: Retargeting and Revenue Opportunities](https://help.noviams.com/en/articles/5210528-roundtable-retargeting-and-revenue-opportunities.md): May 5, 2021 Feathr; Growing Membership and Revenue Opportunities with Retargeting
- [Roundtable: Using your Website and Novi admin as a Marketing Tool](https://help.noviams.com/en/articles/5127230-roundtable-using-your-website-and-novi-admin-as-a-marketing-tool.md): April 7, 2021
- [Roundtable: Bookkeeping 101 with QuickBooks Online](https://help.noviams.com/en/articles/5029975-roundtable-bookkeeping-101-with-quickbooks-online.md): March 11, 2021
- [Developer Demo: Member Directories](https://help.noviams.com/en/articles/5024887-developer-demo-member-directories.md): March 10, 2021
- [Roundtable: Reports Tips & Tricks](https://help.noviams.com/en/articles/5001511-roundtable-reports-tips-tricks.md): March 3, 2021
- [Roundtable: Email Automation Ideas](https://help.noviams.com/en/articles/4886463-roundtable-email-automation-ideas.md): February 4, 2021: Using Novi Groups for Email Automation
- [Roundtable: Backlog Review & 2021 Priorities](https://help.noviams.com/en/articles/4701279-roundtable-backlog-review-2021-priorities.md): December 2, 2020
- [Roundtable: Virtual Events](https://help.noviams.com/en/articles/4631948-roundtable-virtual-events.md): November 11, 2020 - Tips on hosting virtual events.
- [Roundtable: Content Hubs](https://help.noviams.com/en/articles/4550211-roundtable-content-hubs.md): October 7, 2020
- [Roundtable Recap: Dues Rules & Renewals](https://help.noviams.com/en/articles/4413973-roundtable-recap-dues-rules-renewals.md): September 1, 2020
- [Roundtable: One on One Member Engagement](https://help.noviams.com/en/articles/4336264-roundtable-one-on-one-member-engagement.md): August 5, 2020
- [Developer Demo: Auto Pay](https://help.noviams.com/en/articles/4249818-developer-demo-auto-pay.md): July 7, 2020
- [Roundtable: Awards Program Management](https://help.noviams.com/en/articles/4242689-roundtable-awards-program-management.md): July 1, 2020
- [Roundtable: Frontend Content](https://help.noviams.com/en/articles/4184394-roundtable-frontend-content.md): June 3, 2020
- [Roundtable: Surveys](https://help.noviams.com/en/articles/4029734-roundtable-surveys.md): May 6, 2020
- [Developer Demo: Activity Timeline](https://help.noviams.com/en/articles/3903278-developer-demo-activity-timeline.md): April 9, 2020
- [Novi Roundtable: Reports & Groups Tips and tricks](https://help.noviams.com/en/articles/3871635-novi-roundtable-reports-groups-tips-and-tricks.md): Best practices & tips for creating custom reports and groups.
- [Roundtable: How to Keep Your Member Data Clean](https://help.noviams.com/en/articles/3847126-roundtable-how-to-keep-your-member-data-clean.md): Learn how and why to keep your member data clean with Novi AMS tools.
- [Taking Your Association Remote During the Coronavirus Pandemic](https://help.noviams.com/en/articles/3812393-taking-your-association-remote-during-the-coronavirus-pandemic.md): Impromptu Roundtable
- [Coronavirus - Communications Best Practices](https://help.noviams.com/en/articles/3799088-coronavirus-communications-best-practices.md): In this impromptu roundtable, we discuss crisis communication and best practices for rescheduling events.
- [Novi Roundtable: Getting The Most Out of Novi's Ecommerce Updates](https://help.noviams.com/en/articles/3773456-novi-roundtable-getting-the-most-out-of-novi-s-ecommerce-updates.md): March 4, 2020
- [Novi Roundtable: Member Engagement at Renewal Time and After](https://help.noviams.com/en/articles/3696086-novi-roundtable-member-engagement-at-renewal-time-and-after.md): February 5, 2020
- [Novi Roundtable: Virtual Events, Part Two](https://help.noviams.com/en/articles/4806276-novi-roundtable-virtual-events-part-two.md): January 13, 2020
- [Roundtable: Using LiveChat to Better Serve Members](https://help.noviams.com/en/articles/3514420-roundtable-using-livechat-to-better-serve-members.md): Hear how some of our current customers are using LiveChat to engage with and better serve members.
- [Novi Roundtable: SEO Best Practices for Associations](https://help.noviams.com/en/articles/3458948-novi-roundtable-seo-best-practices-for-associations.md): October 20, 2019
- [Novi Roundtable: Utilizing Google Analytics](https://help.noviams.com/en/articles/3423373-novi-roundtable-utilizing-google-analytics.md): October 16, 2019
- [Novi Roundtable: Remote Work - How to Create Happier Employees Who Get More Done](https://help.noviams.com/en/articles/3406210-novi-roundtable-remote-work-how-to-create-happier-employees-who-get-more-done.md): October 10, 2019
- [Novi Roundtable: Email Deliverability](https://help.noviams.com/en/articles/3406768-novi-roundtable-email-deliverability.md): October 9, 2019
- [Novi Roundtable: Feathr](https://help.noviams.com/en/articles/3366322-novi-roundtable-feathr.md): September 25, 2019
- [Novi Roundtable: Website Accessibility Best Practices](https://help.noviams.com/en/articles/3347517-novi-roundtable-website-accessibility-best-practices.md): September 18th, 2019
- [Novi Roundtable: Dues Rules & Renewals](https://help.noviams.com/en/articles/3336177-novi-roundtable-dues-rules-renewals.md): September 11, 2019
- [Novi Roundtable: New Member Signup Overview](https://help.noviams.com/en/articles/3314218-novi-roundtable-new-member-signup-overview.md): September 4, 2019
- [Novi Roundtable: Career Center Best Practices](https://help.noviams.com/en/articles/3307883-novi-roundtable-career-center-best-practices.md): August 21, 2019
- [Novi Roundtable: Using Groups To Segment Members For Email Marketing](https://help.noviams.com/en/articles/3159858-novi-roundtable-using-groups-to-segment-members-for-email-marketing.md): July 17, 2019
- [Novi Roundtable: Accounting Experts \(And Soon To Be Experts\) Unite!](https://help.noviams.com/en/articles/3044768-novi-roundtable-accounting-experts-and-soon-to-be-experts-unite.md): June 5, 2019
- [Novi Roundtable: Membership Data & Custom Fields](https://help.noviams.com/en/articles/3011219-novi-roundtable-membership-data-custom-fields.md): May 22, 2019
- [Novi Roundtable: Developer Demo](https://help.noviams.com/en/articles/2949190-novi-roundtable-developer-demo.md): May 1, 2019
- [Novi Roundtable: Website Content & Design Customization](https://help.noviams.com/en/articles/2949175-novi-roundtable-website-content-design-customization.md): April 24, 2019
- [Novi Roundtable: QuickBooks Payments, Unsent Invoices, Novi Guest & Other Accounting](https://help.noviams.com/en/articles/2912712-novi-roundtable-quickbooks-payments-unsent-invoices-novi-guest-other-accounting.md): April 17, 2019
- [Novi Roundtable: Large Events](https://help.noviams.com/en/articles/2892341-novi-roundtable-large-events.md): April 10, 2019
- [Roundtable Recap: Non-Dues Revenue: Your Career Center Could Be The Key](https://help.noviams.com/en/articles/14893798-roundtable-recap-non-dues-revenue-your-career-center-could-be-the-key.md): Learn how to drive revenue and member value with your career center.
- [Roundtable Recap: Reaching New Audiences with Smarter Marketing: Real Talk with An Association Pro](https://help.noviams.com/en/articles/15122485-roundtable-recap-reaching-new-audiences-with-smarter-marketing-real-talk-with-an-association-pro.md): Learn from a fellow Novi customer about what they were doing before, what's changed, and what's working now.

## Amplify

- [Using Novi's MCP](https://help.noviams.com/en/articles/16313317-using-novi-s-mcp.md): How to connect Novi's MCP to an AI tool such as Claude and ChatGPT.
- [Getting Started with Amplify by Novi AMS](https://help.noviams.com/en/articles/16298174-getting-started-with-amplify-by-novi-ams.md): This article covers Amplify by Novi AMS™, your intelligent AI layer woven directly into your Novi database, shaped by CAEs and association experts. Explore what each tool does and how to manage bil...