Popular Articles

  1. Invoices - How to check if a promo code was used

    Last Updated: 08/11/2025 in Process Center Protech (UX365) Invoices
    Invoices - How to check if a promo code was used Creation Date: Aug 11, 2025 Created By: Bridget Fairbanks  1. Click on Contacts 2. In the search bar type the name or email of the contact 3. Double click on the contact record you wa...

  2. Corporate Partners Overview January 1 2025

    Last Updated: 02/14/2025 in Data Center Corporate Partners Current Data
    January 1 2025 - File available at: 2024 CP Demographics.pptx ...

  3. Corporate Partners New in 2024 by Org Type

    Last Updated: 02/11/2025 in Data Center Corporate Partners Current Data
    CPs who joined HBA in 2024 - File available at:  2024 New CPs by Org Type.xlsx ...

  4. Member Growth by Region

    Last Updated: 11/18/2024 in Data Center Individual Membership Current Data
    membership growth by region 2023.xlsx   2018 2019 2020 2021 2022 2023 2023 Growth ASIA PACIFIC 0 0 16 85 427 727 70% CANADA 0 48 89 193 273 399 46% Canada Region 0 5 26 64 89 96 8% Canada Region - ...

  5. Corporate Partner Employees by Country

    Last Updated: 03/24/2025 in Data Center Geographies
    Information compiled annually from ZoomInfo. Current Report: Employees at CP Companies as of March 2025 -  ZoomInfo number of employees for CPs March 2025.xlsx Previous Reports: Employees at CP Companies as of April 2024 - ZoomInfo numb...

  6. Headshot/Profile Picture - How to update someone else's picture

    Last Updated: 01/23/2025 in Process Center HBA Website
    Picture/Headshot - How to change someone else's profile picture Creation Date: Jan 23, 2025 Created By: Bridget Fairbanks 1. Click on Contacts 2. In the search bar, type the last name and first few letters of the first name of the ...

  7. HBA Academy - Adding Promotion to ALL Academy Products

    Last Updated: 08/11/2025 in Process Center Protech (UX365)
    HBA Academy - Adding a Promotion to ALL Academy Products Creation Date: Aug 11, 2025 Created By: Bridget Fairbanks The first step in this process is to create your promo code that you want to apply to all HBA Academy Products 1. Click ...

  8. Overlapping Buttons Issue

    Last Updated: 08/12/2025 in Process Center Protech (UX365)
    If your Advanced Find buttons are overlapping (see below) follow these steps to resolve the issue. From the CRM app tab or window, F12 for Debugging tools Select the Application tool from the tool bar, Expand Local Storage on the left, ...

  9. How to create an Add to Calendar Link for an Event

    Last Updated: 11/18/2024 in Process Center Protech (UX365) Events & Event Registrations
    Creating an Add to Calendar Link for an Event Creation Date: Nov 16, 2023 Created By: Bridget Fairbanks 1. Create an Outlook Calendar Appointment with the details of the event.  2. When complete, click on "File" then "Save As" and in...

  10. Creating Promo Codes

    Last Updated: 11/18/2024 in Process Center Protech (UX365) Events & Event Registrations
    Creating Promo Codes & Attaching to Event Registration Creation Date: Aug 25, 2022 Created By: Bridget Fairbanks 1. Log into Protech 2. Scroll down and click on Promotions 3. Click on New 4. Type in the name/short description o...