Wicket Administration Panel

• Search within Wicket
• Wicket Glossary
• Wicket Roles Overview

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

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• 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

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• 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

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

• What is a Group and why use them?
• Create a Group
• Manage Group Members

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

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

• What is a To-Do and why use them?
• Add and assign a To-Do
• Update a To-Do's status
• Edit or Remove a To-Do

• 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

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• Entity Types Configuration