Wicket Administration Panel

People and Members

• Add a new Person
• Add or Edit Profile information
• Add or Edit Additional Info
• Security settings overview
• Account confirmation email
• Reset a person's password

Membership

Manage Membership on a Person or Organization. For membership without billing, or with Stax Bill.

• Change Stax Bill Customer/Membership Owner for an Organization Membership
• Create, Edit, or Delete a Membership Tier
• Create or Edit a Membership Plan for Stax Bill integrations
• Add membership to a Person
• Manage a Stax Bill-linked Membership on a Person
• Add membership to an Organization

Membership & Billing with Wicket

For Wicket installations that use Wicket to manage membership orders & billing

• New Member (Onboard) Order
• Manual adjustments and discounts
• View, Edit, Approve a Submitted Order
• Edit Credit Card for Recurring Payments
• Add a Payment to an Order
• Change Payment Option

Organizations

• What is an Organization?
• Add an Organization
• Edit an Organization
• Add or Edit Organization Profile information
• Add a comment on an Organization record
• Manage Tags on an Organization

Relationships

Manage relationships between People, or between People and Organizations

• Manage Person to Person Relationships
• Manage People to Organization Relationships
• Manage Organization to People Relationships

Touchpoints

Touchpoints are records of interactions people make between an integration and Wicket.

• Add or Edit a Manual Touchpoint
• View, Filter, Export Touchpoints
• Reassign Touchpoints to another Person

To-Dos

Create and assign To-Do's on Person and Organization records which can be used to track action items or various tasks.

• Add and assign a To-Do
• Update a To-Do's status
• Edit or Remove a To-Do

Data Import

• Targeting data for import using ID & ID Scope
• Import new People Records
• Import new Organizations
• Import new Email Addresses
• Import new Contact Addresses
• Import new Phone Numbers

Wicket Configuration & Settings

• Entity Types Configuration