A
- Additional Info: A configurable area on Person and Organization records that can collect custom data for your needs
C
- Comment: A feature to allow administrators to add comments/notes to a Person or Organization record
- Communication Preferences: A configurable area on a Person record to store email subscription options
G
- Group: An entity to group Person records for tracking committees, boards, and other groups
- Group Member: A person who has been added to a Group
I
- Identifying Number: A unique number given to Person and Organization records within Wicket Member®. This number appears at the top of the profile.
- Is Primary: A flag on contact information denoting which address, email, phone, or web address the person considers their "Primary." Note: For email, this also controls which email is used for login.
- Is Unique: A flag on an email denoting that another Person cannot use this email in Wicket Member®.
L
- Leave: A feature to allow Wicket Member® administrators to track when a person is on leave
M
- Member (Person or Organization - Active): A person or organization with a current, active membership in Wicket Member®
- Member (Person or Organization - Inactive): A person or organization with a membership in Wicket Member® that has lapsed, or not yet started based on start and end date
- Membership Assignment: A person record that is assigned membership via an organization membership
- Membership Plan: A way to connect your membership tiers to billable products in your integrated billing service such as Stax Bill
- Membership Tier: An individual membership that can be assigned to a Person, Organization, or either
O
- Organization: An entity in Wicket Member® for tracking companies or other non-person records
P
- Person: An entity in Wicket Member® for tracking people such as contacts, members, or admin users
R
- Relationship: A connection between a Person and another Person, or a Person and an Organization
S
- Single Sign-On (SSO): A feature within Wicket Member® that allows people to log in to multiple systems using the same login credentials. Examples are the Wicket Member® admin panel, Website, Event platform, etc.
T
- Tag: Can be added to a Person or Organization for further categorization. This tag can then be used to filter exports from Wicket Member®.
- To-Do: A feature to allow administrators to assign tasks to other administrators within the system.
- Touchpoint: Data recorded on a Person from internal or external actions. Examples are sign-in events via Wicket Member®'s SSO, or actions from integrations such as received an email, opened an email, attended an event, etc.
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