Search for and review specific transactions related to a One-Time Charge. Click on the “Payments” tab on the vertical Dashboard menu at the left side of the screen. Click on the “One-Time Charges” tab. In the “ONE-TIME CHARGES” window that opens, locate the item you want to review and click on the “View Summary” icon … Read more
Edit the details of a One-Time Charge to include changes or new details. Click on the “Payments” tab on the vertical Dashboard menu at the left side of the screen. Click on the “One-Time Charges” tab. In the “ONE-TIME CHARGES” window that opens, locate the item in the list and click on the Edit icon … Read more
All Admins receive e-mailed notification of payments for One-Time Charges.
Download historical data about payments for an individual One-Time Charge. The CSV file you download is compatible with your favorite spreadsheet program. Click on the “Payments” tab on the vertical Dashboard menu at the left side of the screen. Click on the “One-Time Charges” tab. In the “ONE-TIME CHARGES” window that opens, locate the charge … Read more
Download PDF documents that contain individual receipts for payments of One-Time Charges. Click on the “Payments” tab on the vertical Dashboard menu at the left side of the screen. Click on the “One-Time Charges” tab. In the “ONE-TIME CHARGES” window that opens, locate the item you want to review. In the Actions column, click on … Read more
If you no longer need a specific One-Time Charge, delete it. Click on the “Payments” tab on the vertical Dashboard menu at the left side of the screen. Click on the “One-Time Charges” tab. In the “ONE-TIME CHARGES” window that opens, locate the item you want to delete. In the “ACTIONS” column, click on the … Read more
One-Time Charges make it easy for community residents to pay for miscellaneous non-recurring items. From pool keys to parking passes, these items don’t fit within the definition of a regular dues item. These charges can include flexible “name-your-price” or “best-offer” payment terms for which the payee determines the amount due. They allow for the collection … Read more
The Household Form enables you to assign custom values during Household data import. You can view these custom values when you edit Household data. Add any of six custom field types. (You may be familiar with these field types from customization of the Member Form.) Select “Short Text Input” as your field type if you … Read more
To learn how to add a page to your website, see the “Add a Page” section of the “Site Setup – Pages, Templates & Menus” instructions. As you follow these instructions, select “Forms” from the “Page Template” dropdown menu in Step 4.
Search for specific tickets—or specific responses to those tickets—directly through the “Tickets” window and the window that displays an individual ticket response. To search for a specific ticket: Click on the “Forms” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Ticketing System” tab. In the “Tickets” window … Read more
Deactivated tickets become invisible and inaccessible to members and the public. Only administrators can access them, and only through the “Tickets” feature of the Admin dashboard. Click on the “Forms” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Ticketing System” tab. In the “Tickets” window that opens, … Read more
Once a ticket receives submissions from members who enter request data into it on your website, download the data from the “TICKETS” window. Click on the “Forms” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Ticketing System” tab. In the “Tickets” window that opens, locate your ticket … Read more
Once you post a ticket to your website and members begin to submit requests, you need to review these submissions and approve or reject them, or request modifications to meet your organization’s standards. Click on the “Forms” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Ticketing System” … Read more
After you create a ticket, you can add to or change its interactive features. Click on the “Forms” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Ticketing System” tab. In the “Tickets” window that opens, locate your ticket in the list. Click on the “Edit” icon (blue … Read more
To build a ticket, start with the form that contains its input fields. Click on the “Forms” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Ticketing System” tab. In the “Tickets” window that opens, click on the “+Add New Ticketing Form” button. To learn how to create … Read more
Create custom forms to document, approve, modify, or reject ticket submissions for members’ requests for architectural changes, maintenance, and other matters that require administrative oversight. Include comments to members and remarks that only administrators can see, file attachments, and more. Lock submissions during modification requests and after final determinations to approve or reject.
Your organization’s website enables you to coordinate your activities and communicate with your membership without using a separate application. Click on the “Membership” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Members” tab. To message specific members, use the Search menu to narrow down your results to … Read more
Raise awareness, ask questions, and engage members with text alerts. Depending on your plan,* send alerts to one member, a specified group, or all members of your organization at any time. This feature excels at getting the attention of members who don’t check e-mail frequently. Immediately inform your base to raise attention to about a … Read more
As your organization’s members sign up to contribute through committee activities and get involved in activities, use tags to organize your membership, identify affinity groups, and determine who can or cannot participate in, use, or view specific aspects of your site. Tags consist of two fundamental types, based on the actions that create them. Your … Read more
If your list of sub-admin roles grows long enough that you have trouble finding individual entries, use built-in search capabilities to find the role you want. Click on the “Membership” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Sub-Admin Roles” tab. In the “SUB-ADMIN ROLES” window that … Read more
