You can easily offer your continuing education courses using the Events Module. These types of events will display on the calendars you select, and also display as **Upcoming Continuing Education Events** in the Info Hub. There are two ways to add a certification component to an event- by [selecting an existing compon…
Given **Create** access to the Info Hub, your members may add new job postings to the Info Hub. **NOTE:** If you have renamed **Job Postings **to your specific terminology, your custom terminology is displayed. The instructions below use the system terminology. 1. Click **Job Postings** in the left-hand navigation…
While it is possible to add contacts in bulk to a list- either via report results or by importing a list- sometimes you may need to manually add a contact or contacts to a list/committee. You can do this either via the list/committee itself or on the Profile tab of the contact record. ## Add a Contact to a List/Commi…
1. Click on the **Certifications** tab within the Continuing Education module and click the **Add Certifications** button. ![screenshot][1] 2. On the **Add Certification** window, configure the following: ![screenshot][2] * ** Name**: (Required) Provide a name for the certification. This name will be used…
## Create a Credit Memo * * * [![][1]][2] [**See Creating and Applying Credit Memos in Action!**][2] You may add a **Credit Memo** on the **Credit Memos** tab, in the **Billing** module, or from a contact's **Billing** tab. The instructions below are for creating a credit memo in a contact's record. 1. In a Con…
A prerequisite to setting up your registration types is setup of the needed Fee Items.** [Click Here][1]** for further information on setting up Fee Items. ![][2] **NOTE:** For proper accounting, when creating/selecting Fee Items for your event, be sure to verify that the appropriate income, accounts receivable and …
Members must have **Create** access to Resources in the Info Hub to add resources. Standard word/pdf documents, as well as jpg, png and videos may be added to resources. Executable files(.exe, msi) may not be added to resources. 1. Click **Resources** in the left-hand navigation panel. 2. On the **Resources** tab…
_NOTE: Email Designer templates are only deliverable from the Email Designer tab and are not available to select anywhere else in GrowthZone. You can however use them for/in [Marketing Automation workflows][1]._ Brand consistency is the first thing to consider when designing your email and newsletter templates. The l…
1. In the **Forms** module, click the name of the form you are editing. This will open the Edit Form Questions window. ![screenshot][1] 2. Click the **Add New Question/Field** button. 3. In the **Add Form Custom Field** window, enter the following: ![screenshot][2] * **Use an Existing Database Field**:…
With GrowthZone Pay implementation, your members may easily store their bank account information via the Info Hub. 1. Click **My Billing Info** in the Navigation Panel. 2. Select the **Autopay & Billing **tab. ![screenshot][1] The Autopay & Billing tab in the My Billing Info section of the Info Hub 3. Click …