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Add Sections to a Form or Survey
To better organize the questions you wish to ask on your form, you can create sections. Once sections are created, you can add custom questions to the specified sections. * In the Forms module, click on the Name of the form you are editing. * Click the Manage Sections button. * If no sections have been defi…
Add a Job Posting in the Info Hub
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. * Click Job Postings in the left-hand navigation. * C…
Create a Certification
* Click on the Certifications tab within the Continuing Education module and click the Add Certifications button. * On the Add Certification window, configure the following: Name : (Required) Provide a name for the certification. This name will be used publicly when you display certification…
Add a Contact to a List/Committee
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/Committ…
Set up your Event Registration Types
A prerequisite to setting up your registration types is setup of the needed Fee Items. Click Here for further information on setting up Fee Items. NOTE: For proper accounting, when creating/selecting Fee Items for your event, be sure to verify that the appropriate income, accounts receivable and deposit accoun…
Add or Apply Credit Memos
Create a Credit Memo 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. * In a Contact's record, click the Billing tab. * Click the adjacent to Enter Check/Payme…
Add Resources to the Info Hub
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. * Click Resources in the left-hand navigation panel. * On the Resources tab, click…
Create an Email Designer Template from Scratch
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 . Brand consistency is the first thing to consider when designing your email and newsletter templates. The loo…
Add Questions to a Form or Survey
* In the Forms module, click the name of the form you are editing. This will open the Edit Form Questions window. * Click the Add New Question/Field button. * In the Add Form Custom Field window, enter the following: Use an Existing Database Field : You may use fields that have previously been …
Store Bank Account/ACH Profile in the Info Hub
With GrowthZone Pay implementation, your members may easily store their bank account information via the Info Hub. IMPORTANT: Staff cannot enter the ACH information on behalf of a customer. Due to privacy restrictions, only customers can enter their bank information. When they enter their information through the …
