.png)
View Continuing Education Activity
Member can view their certification/continuing education activity in their Info Hub. * In the Info Hub left-hand navigation panel, click Continuing Education . * Click the Activity tab. The Activity tab will list all the components the contact has registered for and if they have been completed, as well as t…
View News posts in the Info Hub
Your members can view and add News via the Info Hub. NOTE: If you have renamed News to your specific terminology, your custom terminology is displayed. The instructions below use the system terminology. * Click News in the left-hand navigation panel. NOTE if you have renamed News to custom terminology, …
View Testimonials in the Info Hub
Testimonials are a great way for your members to share their thoughts about events, membership, etc. in the Info Hub. Testimonials may be viewed, edited and added via the Info Hub. NOTE: If you have renamed Testimonials to your specific terminology, your custom terminology is displayed. The instructions below u…
View Coupons in the Info Hub
Your members can view and add coupons via the Info Hub. NOTE: If you have renamed Coupons to your specific terminology, your custom terminology is displayed. The instructions below use the system terminology. * Click Coupons in the left-hand navigation. You can view the coupons in a card view, or click th…
View Certification Status in the Info Hub
If using the Continuing Education module, your members may view their certification status, apply to your certification programs, and sign up for certification events via the Info Hub. In the Info Hub left-hand navigation panel, click Continuing Education . TheOverviewtab will display the following: * My Certi…
View Job Postings in the Info Hub
Your members can view and add Job Postings via 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. NOTE if you have renamed Job Postin…
View Historical Contacts for a List/Committee
You may need to review contacts that were previously active on a list, but have been deactivated. * For the desired list, click the Contacts tab. * Click the Customize Filter button. * Enable the Include Historical Contacts option. * Click Done . The contacts list will refresh and display dropped/inacti…
View or Edit Events
You may view your events by selecting Events in the Navigation Panel OR you may type the event name in the Search box in the header bar. When you select events in the navigation panel all of your events will be displayed. You may view the events in list format or in card format by clicking the icons on the…
View or Edit Document Template (MAC Instructions)
* Click Setup in the Navigation Panel. * Click Document Generation Templates in the Document Generation section. A list of existing templates will be displayed. * If the template is a system default template: You will need to make a copy of the template in order to open it. Click the ellipsis to the le…
View Billing Transactions and Pay Invoices in Info Hub
Members may view their account history, and pay bills within the Info Hub. NOTE: In order for a member to manage an organization's account, they must have at a minimum Create rights to Organization Account Info . In order for a member to manage their own account, they must have at a minimum Create rights to …
