- What's the difference between a Person and Member?
- Add a new Person
- Add or Edit Profile information
- Add or Edit Additional Info
- Security settings overview
- Account confirmation email
Manage Membership on a Person or Organization. For membership without billing, or with Fusebill.
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
Create and assign To-Do's on Person and Organization records which can be used to track action items or various tasks.
Manage relationships between People, or between People and Organizations
Touchpoints are records of interactions people make between an integration and Wicket.
- 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