77 Help Files Found

Why Event Attendees are not automatically added as Users in Tendenci

Occassionally an open source or hosted client will ask why if contact forms add a user record and profile that the same is not true for even attendees. In fact events is the only module that does not automatically try to match up a user record or create a new record. There is a reason for this. (Note: at the …

How do I go about testing my membership set up?

  Not Logged In Find the link to join. Is it clear where to go to join? Fill out the membership application.  Do all questions make sense? Are the appropriate fields marked as required? Is it clear what the different membership options are? Are the correct payment options in place? Submit membership application Is it clear what next steps are …

Membership Renewal Notices Email Templates

This help-file seeks to provide some examples of how Tendenci's Membership Renewal Notices saves you time on managing your constituents when encouraging them to renew on a regular basis for near expiration or past expiration memberships. How To Access Member Notices Member Notices is located within the Memberships Module admin backend dashboard. The app provides options to set-up and customize auto responder …

Reports Module for Data-Based Insights to Enhance Membership Experience

Hey Tendenci users, did you know your website contains valuable data about your online community?  Tendenci Reports are built to provide insight into that data - about the users, content, and activities happening on your site. Below you'll find a description of some use-cases for each report in your database! Membership Overview Overview - Get a bird's eye view of your …

Membership Management Software Questions

Below is a list of questions we often hear from membership chairs about the Tendenci software platform. We continually add to this list in hopes of answering any questions your have. Since these are added as they come up in conversation, you might find it helpful to search this page (CTRL+F) for certain keywords.   Is Membership part of the …

Sample Web Master Job Description and how to post to your site

Does your organization need extra help adding content, keeping your Web site current, and managing your members?  Here's how to add a Webmaster position job listing to your Web site: On the Tendenci dashboard, Click the 'Jobs' icon to access the Jobs module Click the 'Add Job'  Fill out the appropriate position descriptions and contact information and click 'Add Job' …

Chapter Membership Management

How to use the Chapter Memberships Module, and What's In it Tendenci is proud to announce that we have now made Chapter Management easier than ever! Give Chapter leaders the ability to manage members at the Chapter level to increase the user experience and lessen the workload of site-wide/national level administrators. First, a site admin must build a chapter membership …

Export Invoices with Revenue & Key Metrics by Tendenci

"My Treasurer needs an export of all invoices from the website for the past month to assist with account reconciliation." Every association and non-profits have public fiduciary responsibilities to their members, that is why one of Tendenci's marvelous features is our Reports Module which supports solid accounting and financial management with Invoicing Reports.  Every financial transaction completed on your Tendenci …

How to Disable a Recurring Payment Account

Disabling a recurring payment account is a good way to stop the payments but retain the history of invoices and payments for the account within the RP module. It also allows someone to restart their payments without needing to recreate the account. Deleting a recurring payment account deletes all information from the RP module, however invoices are retained for historical purposes within …

How to add a Member to a Corporate Membership?

In the case that the corporate membership types have been added first, make sure that the field membership_type and corporate_membership_id are linked by membership type; the name and ID's may differ. This will permit the binding of a Member to a Corporation (Company). Download the CSV in the Import Members page.   To verify this, open Three tabs: Corporate MemberhipsLocation:  Go to Apps in …

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