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20 results for “how do i place a new question before an existing question”

Adding Household Membershold members. On the Relationship tab you will see a grid which will show all the current members of the household. If this grid is blank, then no Head of Household has yet been assigned. We recomm…Household Records · 10 min read How can I use the Memberships grid?ES it indicates that the transaction was acknowledged. - Acknowledged How - What method the membership transaction was acknowledged with. - Acknowledged Date - What date the membership transaction…Membership Grid and Purchases · 10 min read How do I create a basic survey, application, or other form?simplicity, we will use the term "survey" when describing the steps, however the same steps apply regardless of what type of form you are creating. The first step in creating your survey is the Su…Surveys/Forms List Page - Creating Surveys, Applications, Polls and Forms · 11 min read How do I edit the content inside the blocks in the email template editor?learn more about getting your email template started in this article "How do I create and edit an email template?" Content must be added to columns inside of blocks. Your blocks will include some b…Email Marketing Templates · 9 min read What types of questions can I include in my survey?an learn more about each of these types of questions in this article "How do generic question types work in a survey or form?" Constituent Field Questions If you would like to link the survey respo…Surveys/Forms List Page - Creating Surveys, Applications, Polls and Forms · 7 min read What is a Hard Membership Expiration Date?ting new membership levels for each year. The different examples are shown below. New Membership Pages for Each Year - If your current membership year expires on June 30, 2026, you will create a 20…Basic Membership Information · 3 min read Membership Status Renewal Settingstained the same membership level, the Status would still be Renewal , however the expiration date would change to be tied to the new purchase date. Original Silver Level Membership: Purchased 11/15…Membership Grid and Purchases · 4 min read Can I change the Head of Household for a Household record?The Head of Household (HOH) cannot be changed in a household record, however, you can delete the household record and create a new one. This may be necessary if the HOH passes away or if there is…Household Records · 3 min read Invoices Gride Transactions & Invoices module on the Invoices page. The grid will show information related to the constituent linked to the invoice including their name, address, company contacts, email, phone…Invoices Grid & Managing Invoices · 7 min read Membership Setup Tabce. Formula Price Description – Enter a description for the units and how the formula price is calculated. You can include instructions for how the information should be filled out. Price Prorated…Membership Page Setup · 18 min read How do I create Mail Merge Pledge Template letters?on. 11. Some important fields here include: Today's Date - to always show the current date on your letter. Pledge Amount - for the total amount of the commitment when using the Pledges - Summary gr…Mail Merge Gift, Pledge & Invoice Templates · 6 min read Glossary of Terms Used in AssociationSphereample below, the constituent record for an accountant, Eralyn Adams, shows "Adams" in the Last Name/Constituent field, and the name of the company he works for "Adams & Co." in the Company field on…Implementation & Data Conversion · 19 min read Auction Setup - Adding Auction Itemsp down lists that you and your bidders can use to filter the list to show specific items - Exclusion Option - there are two options: - Exclude from online - Which will hide this item from your auct…Auction Pages · 9 min read How do I create a Pledge?essive template. If you are using stacked template (where all fields show on one page) or used the Simple Page Designer for your page, the images may appear slightly different, but the fields and s…Entering & Managing Pledges · 12 min read Verification of DNS Settingsual emails that are not 100% compliant with DMARC. While RUA reports show the traffic of the email, RUF reports contain snippets from the actual emails themselves. While RUA reporting is all that i…Implementation & Data Conversion · 8 min read How do I add logic into my survey or form?rder to utilize logic in your survey, you must first ensure that the Show survey/form on a single page option is left unchecked. You will create all your questions as described in the previous less…Surveys/Forms List Page - Creating Surveys, Applications, Polls and Forms · 4 min read Do I have to put in a bid increment?Yes, you should put a number in the bid increment so that there will be a default value greater than the previous bid when a bidder attempts to place a bid.…Online Auctions · 1 min read Automated Action Triggerslist of the available settings and their description: - Send - Enter how many days before or after the trigger take place this notification should be sent. - Before/After - Select whether the noti…Automated Actions · 5 min read Sub-merchant Overview & Bank Account Setupa Signer/Responsible Individual for the Organization's bank account; however, they will need to provide detailed information for that individual to complete the setup the sub-merchant account and…Bank Information · 7 min read Database Hygienenager. The Database Manager is responsible for making decisions about how data is entered, how it is maintained, and what the recommended workflows will be for entering new data. Having a single po…Database Hygiene · 5 min read