 | What is the assignment center and how does it work? |
| How do I use the assignment center? |
- A -
Admin Mode
add registration in Data Center
Assignment Center
overview
use for Group Registration
| Using the Assignment Center for Group Registration |
| Updating Primary Contact and Passwords for a Group |
- C -
Cancel
Categories
overview
Communication Center
confirmation email
email templates
Credit Balance
refunding money in credit balance
Customer Statements
restrict statement to specific season in email
- D -
Data Center
add registration to participant
changing a person's information
changing an Account username/password
editing question answers for an account
overview
transfer/move participants to different account
update financial option quantities
DB Field Manager
Discount
- E -
- F -
Filter Center
create a filter
| How to create a filter |
| Example: How to create a filter for people who owe money |
| Advanced Filter Settings |
Filters
custom filters
Financial Option
Financial Options
update quantities in a registration (Data Center)
Form Builder
assign confirmation email to form
edit a question
lock a form to only show specific programs
publishing a form
- H -
Help System
add a suggestion to improve our help system
Home Page
- L -
Logic
basic syntax for dynamic logic
- M -
Merge Center
auto merge
database field merge behaviors
- O -
- P -
Participants
add new participant to account
Payment
how do I get paid?
| When are you paid for money processed through the management system? |
| Overview of Statements |
| How do I view my statements? |
| How do I see the amount I made for each event? |
verified by visa/mastercard sercure code
Program Settings
create a category
create a new Financial Option
create a new program
| Key Concept: How Programs and Financial Options work |
| How to set up a new season |
| How to create a program |
| How to make sure everything is set up correctly for a program |
how do filters affect program setup
location settings (for programs)
overview
- Q -
Quick Views
- R -
Refund
Remove
from event
| How to cancel a participant out of an event and keep the non-refundable fee |
| How to cancel someone out of an event and not keep a fee |
from registration
| How to cancel a participant out of an event and keep the non-refundable fee |
| How to cancel someone out of an event and not keep a fee |
Report Center
adding fields to reports
| How to add fields to your report |
| What are the different types of fields available for reports |
| How fields selected affect the level of detail for your report |
create a report
financial option reporting fields
general information report
layouts
| How to use Group By to structure your report data and add page breaks |
| How to decide what layout to use |
| How to create a Custom Layout for a report using HTML |
overview
| Report Center: Key Concepts |
| Report Center: Key Concepts |
| Types of Reports: General Information, Transaction |
| How to edit an existing report |
| How to organize your reports with folders |
transaction report
- S -
Search
- T -
Thriva Statements
running reports
view specific statements
Transfer
participant from one event to another
participants to different account
- U -
Username (Registrants)
Username (system users)