47 Help Files Found

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 …

Tendenci Site Settings Definitions

Tendenci's Global Site Settings control a number of different site-wide functions and it is important that you fill out all the relevant fields on your Tendenci website's site settings for your organization.  This Help File will define more clearly what each of the site settings does on your site to help you understand which fields you need to fill out …

Reasons to take your Tendenci site live

Are you wondering if your web site is ready to go live? We've gathered important reasons why your new site, powered by Tendenci®, should go live:   Web Marketing Search Engine Marketing benefits: your tendenci-optimized content can be found in the search engines and increase traffic to your web site Newsletter Distribution can be used with a live Tendenci site …

Create and Customize Membership Applications

This video shows you how to create and customize membership applications. This is the third video of 9 in the Tendenci Memberships Module Training series to teach Tendenci site admins how to use the memberships module features. How to Create and Customize Membership Applications In the last video, I showed you how to create a Membership Type when we created the Professional …

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 …

The kickoff meeting

The very first step in starting your new website project will be to meet with your project manager and officially kick off your project. Kickoff meetings can be done in person or over the phone depending on your location and your preferences. Each project and kickoff meeting is unique but overall these are the items that will be discussed. An …

Add Your Membership Application to Your Site Navigation

This video shows you how to add your Membership Application to your site navigation. This is the fourth video of 9 in the Tendenci Memberships Module Training series to teach Tendenci site admins how to use the memberships module features. How to Add Your Membership Application to Your Website In the last video in our Membership Module Training Series I showed you …

DIY Event Marketing with Tendenci

Connect Your Online and Offline Worlds for Event Planning and Marketing! Events are a great way to educate your audience, generate interest in your organization and even act as an extra source of revenue.    Here are a few ways you can do your own Online Event Marketing using both the Tendenci software and other online tools:   Social Media …

What your Members See when they Fill Out a Membership Application

This video shows you what your new members experience when they submit a membership application. This is the fifth video of 9 in the Tendenci Memberships Module Training series to teach Tendenci site admins how to use the memberships module features. New Member Perspective So far in this Membership video series, I've shown you how to set up and manage memberships from …

Event Management | New Features and Improvements

New Features and Improvements for Event Registration | Tendenci - The Open Source AMS This help file has been designed to provide you with quick information about the new features and improvements in Tendenci's Event Management. It aims to assist you in promptly addressing software-related inquiries regarding Tendenci's Event Management capabilities.  Soon, a link to the help files will become …

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