Messages
ADD MESSAGE Click “Find Account” > Search for Member Click “Messages” Choose Member from drop down menu Click “Add” Choose Message Type from drop down menu Add message text Leave status as Active Set expiration date if applicable Revi...
Approvals
Approvals are used to record pre-approved program financial aid. Modifiers are used for membership financial aid and other group discounting. ADD APPROVAL Find or add member Click “Approvals” Click “Add Approval” Select the approval for w...