Understanding Group Items

Group items appear in the left navigation bar. Group items contain hyperlinks to actions allowing you to search for records, add a record, view a record, return to the overview page, and more, depending on the purpose of the group item. The group items available depend on the module that is currently open.

Clicking a group item (e.g., Financials within Accounting) will expand that group item to show you a list of available actions specific to the group item.

Clicking one of the hyperlinked actions opens the page on which that action can be performed.

Actions Group Items

A group of Actions group items is available in both the CRM and Accounting modules. These actions are broken up into small, logical groupings. For example, clicking the Financials Actions group item will expand a menu that lists all of the financial actions that are available.

Actions available under each group item are as follows:

Committee Actions

Update Participants End Date

Financials Actions

Processing Recurring Payment Profiles
Process Refund
Process Invoice Cancellation
Process Invoice Write Offs
Process Order Cancellation
Manual Lockbox
Generate Installment Orders
Generate Late Fees

Membership Actions

Process Membership Renewals
Process Bulk Membership Renewals
Process Membership Drop
Change Membership Status
Membership Demographic Transfer

Subscription Actions

Change Subscription Status
Process Subscription Renewals
Process Subscription Drop
Process Subscription Fulfillment

Miscellaneous Actions

Process Merchandise Fulfillment
Clear Products From Carts