Profile Actions
- Last Updated: April 4, 2024
There is a blue button on every profile that is labelled Actions. You can execute the following actions using it.
- Send Email
- Use this when you want to send an email to one or more of the email addresses on file for this family.
- Email Invoice
- This allows you to email an invoice to one or more of the email addresses on file for this family.
- Send Account Balance Email
- Use this to send an email to the family that contains their current account balance.
- Change Family Status
- This changes the status of every member of this family to whatever you choose. You may want to use this when you come across a family that you know will never be returning. If you set them to Archived then they won't appear in searches anymore and can easily be filtered out when you're looking at reports and sending communications.
- New Family Member
- For when you want to manually add a member to the family.
- Delete User
- If you'd like to completely remove a person from the system, you should use this. There are some instances when a user will be deleted immediately and some instances where it will take some time. Please note that this can not be undone.