#Attachment card nimble ams registration

This functionality now extends to Community Hub Accounts field sets! For example, if you have both Corporate and Individual Members, administrators can set specific fields to be displayed to each of those users. Record Types for Accounts: In Salesforce, record types allow administrators to control what fields display for specific types of records on their page layouts.Point and Click Data Sources make it easier for non-developer resources like administrators and consultants to set up new data sources, which means greater flexibility for staff and a better experience for constituents. Point and Click Data Sources: Data Sources drive information presented to constituents on various cards in Community Hub.However, if there is a single product and badge info is being collected, the user will be taken directly to complete the badge info. For example, if a meeting has only one product and no other required information, when they click register now, the constituent will be taken directly to the checkout page. This could mean as little as a single click for events with one option, or multiple steps for more complex meetings with many options.

#Attachment card nimble ams registration

With Express Registration, constituents will only need to go through the necessary steps to provide the required registration information. Traditionally, constituents have had to go through a multi-step registration regardless of the level of complexity of the meeting.

Express Registration: The Express Registration feature in Community Hub determines the registration process for constituents based on the meeting setup in staff view.

For more information or to opt into the pilot, please contact Customer Success.

Staff can use these records to manage, track, and report on the number of accounts billed, who has been billed, what were the amounts billed, who has not renewed yet, number of members paid and amount paid, and much more. The feature includes a new interface for the bulk “billing” process as well as summary and detail billing records. Cash Billing (Pilot): The Cash Billing feature provides staff with the ability to bulk “bill” accounts in a non-accounting format for either Memberships or Programs (ie.We are excited to release Bulk Batch Posting, a feature that allows staff members to choose multiple batches to post at the same time! The staff member can define a list view of batches to post, and from there all healthy batches can be posted. Bulk Batch Posting: As Nimble AMS matures, we are introducing more enterprise quality features that can save staff members valuable time when managing transactions.As an example, if the administrator enters 'Donation Product,Membership Type' in record types to be included, only donation products and membership types will be visible to the user on the Donate Now carousel. The carousel has an auto-scroll feature and it can be turned on to auto-scroll and display the additional related memberships or turned off so that a user can scroll it as per the need. Also, the products to be displayed on the carousel can be filtered based on type, by populating the field, Record Types to be Included in the Carousel with one or more product types. An administrator can change the total quantity of the related memberships a user can view on the carousel. Related memberships on the carousel are displayed in a group of four. Users can see a membership image and title. The Donate Now Carousel card type shows a carousel to display the membership recommendations based on donations. This page is part of the New Cross-Sell Experience seen on orgs where Nimble AMS was installed after the Nimble AMS Summer '19 release.