By default it is configured to send at 11am (Sydney time) Monday to Friday, but this can be adjusted through MailChimp to send at a different time if desired.

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Searching

To find a particular record, there are several options available to you.

The Status and State drop-downs at the top of the page will filter the displayed results by the selected value. You can use either of these or both in tandem.

To find a company by ACN, you can use your browser’s find/search function. This is generally accessed by pressing Ctrl+F (Windows) or Cmd+F (Mac), or can usually be found in the Edit menu of your browser. Once the find function is activated, just start typing the ACN and the browser will highlight any matches.

Editing a Record

To update an existing record, just click the Edit link next to it. See this article for more details.

Removing a Record

If a company needs to be removed from the list altogether, just click the Remove link next to it.

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When entering a new Risk, you first need to fill in the company details.

If the company you want is already in the list you can select it (the field is searchable – just start typing). Otherwise enter the Company Name and ACN and select the State.

Risk Details

Once you have selected/entered a company, you can now fill in the Risk details. Alternately, if you chose to Edit a Risk from the Dashboard you will be brought directly to the Risk Details as the Company Details are already recorded.

If when adding a new Risk you selected an existing company, any existing Risk records will be listed at the top of the page for reference. You can choose to edit an existing Risk rather than filling in the details again. In either case any existing records will be archived when the form is submitted – there can only ever be one active Risk record for a company.

When editing an existing Risk, the details are pre-loaded into the form for you, so you only need to update the information that has changed.

Once you have selected a Status, the relevant fields that are needed to complete the record will be displayed. Fill in the details and click “Submit”.

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• !!!firstname!!!   : is replaced by the firstname
• !!!amount!!!  : is replaced by actual amount

How to use?

Example: Thank you !!!firstname!!! , can be Thank you Elie

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• Click User Menu
• Select your search criteria and click search. This can help you to understand how to do search http://christianityworks.brownbox.guide/2015/05/06/search-logic-for-date-and-data-values/
• Click on ‘Save Current Search’ link found above the search criteria drop down fields.
• A dialog box will be opened. See in a table if the criteria are correct.
• Give a title to your search. that will help you to reuse the search in the future
• Tick checkboxes depending on whether the saved search is only private(opposite of public), segment or Donor category.
• Save and wait for the popup window to close.

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• Click Edit link under user’s username to open the edit window in the same window. that means you navigate away from your search page.
• Click Edit in New Tab to open the user’s details in a new tab. that will allow you to keep your search page available for other consultations

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All public saved searches  plus private searches saved by the user will be displayed. you can remove the a save search by clicking the trash button next to the saved search result. when the search is deleted then the trash becomes red. You can redo the removal by clicking the red trash button again. however if your have navigated away from the saves searches tab then the removed searches will not be available anymore and you cannot redo the changes.

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2. Once you push the donation/free offer page, it takes you to a page(as pictured below) where you have to follow the fairly intuitive process of reconciling data to the user.

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