Popular Articles

  1. 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, ...

  2. Duplicate Contact Records

    Last Updated: 09/29/2025 in Process Center Protech (UX365) Contacts
    Merge Duplicate Contacts Records Creation Date: Sep 24, 2025 Created By: Bridget Fairbanks 1. Click on the two accounts that you want to merge. Click on Merge 2. Uncheck View fields with conflicting data 3. Uncheck Enable pare...

  3. 2024 Membership Overview

    Last Updated: 02/11/2025 in Data Center Individual Membership Historical Data
    January 1 2024  membership demographics Jan 2024.pptx ...

  4. 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 ...

  5. Events - How to find the HBA Event Code or Meeting ID

    Last Updated: 08/11/2025 in Process Center Protech (UX365) Events & Event Registrations
    Events - How to find the Meeting ID or HBA Event Code Creation Date: Aug 11, 2025 Created By:  Bridget Fairbanks View most recent version  1. Click on My Work 2. Click on Meetings 3. Click on Meeting Settings 4. In the searc...

  6. Removing an Event from the HBA Website

    Last Updated: 10/22/2025 in Process Center HBA Website
    Creation Date: Aug 23, 2023 Created By:  Bridget Fairbanks View most recent version  1. In Protech, change the settings of the event to unpublish the event.  Click on the Web Parameters tab and change the  "Exclude from Dru...

  7. Corporate Partner Employees by Country (as of April 2024)

    Last Updated: 02/14/2025 in Data Center Corporate Partners Historical Data
    Employees at CP Companies as of April 2024 (compiled from ZoomInfo) - ZoomInfo number of employees for CPs April 2024.xlsx ...

  8. Table of Contents

    Last Updated: 11/04/2025 in Data Center

  9. 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...

  10. Adding a Member to a Committee

    Last Updated: 03/19/2024 in Process Center Protech (UX365) Committees
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