Top Takeaway: How to get to and apply criteria within the Quick Create, Basic Search and Directory Search

• There are various “items” that can be created in the system via the Quick Create menu, name 3 of these items.
• Which of the three tools mentioned, Quick Create, Basic Search and Directory Search, support searching capability on Invoice #?
• Within the Profile Activity section of the Directory Search tool, name 3 of the available search filters that can be applied to the database.

Top Takeaway: Understand what actions can be performed from the Directory Search Results page after a search is run

• Name three actions that can be taken from the Directory Search Results page
• Exports can be downloaded from the Directory Search Results page, name,locate and download three of the available exports
• Are you able to trigger a bulk email from the Directory Search Results page?

Top Takeaway: Understand the Member Profile layout and available features

• Demonstrate how to access the Member Profile Card, and utilize the “Sign in as this member” function
• Within the member profile, what is the profile tab entitled that contains information on that member’s event registrations?
• Within the “participation” profile tab, there are six (6) sections, name 3.