Automated Email on New (or Renewed) subscription
Profiler has the ability to send a pre-defined email on new or renewal of subscription/membership, including merge fields. You can...
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REG004 – Orphaned (Not Yet Started) Regular Pledge Report
The REG004 report in Reports > Standard2 Reports > Regular > REG004 – Orphaned (not started) Regular will allow you... -
Adding Default Mailing Lists to PrizeFiler new clients
When creating a new client inside PrizeFiler you can set up the option for new clients to receive all the... -
Logging in, finding and updating clients
The video below is part of the “I’m new here!” Profiler training that is designed to help new users navigate... -
Creating a Payment and Issuing a Receipt
This continues in the “I’m New Here” series designed for the day-to-day operational basic training of the Profiler system. This... -
PrizeFiler – New Client Fields
When using the PrizeFiler Kiosk for creating new clients you can define what fields when adding the clients are mandatory...