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Code of Ethics - Agents
The Code of Ethics - Agents report provides you a way to identify and notify agents who have not completed their required code of ethics course for the current period so that they are not suspended and can remain members of your association. GrowthZone will track cycles, and allow you to filter to the current cycl…
How to add a Recurring Billing when a Contact has an active membership without a schedule
When a membership is activated for a contact the system will automatically create the Membership Scheduled Billing needed to bill the contact for recurring dues. On the rare occasion that a scheduled billing is not created (perhaps you have removed all fees when adding the membership) you can generate the Membershi…
