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Update the committee member record comments field, which will also trigger the flow that adds access to the SharePoint sites for all regions that have been currently set up. In this case, I updated the below record by adding "Add to SharePoint" text...
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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 ...
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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...
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Last Updated: 10/16/2024
in Account Management
1. Click on Accounts 2. Type in the name of the company 3. Click on the company 4. In the Primary, Secondary or Third contact field type the name of the person you need to add. 5. Select the person's contact record from the option menu 6....
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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...
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Bulk Meeting Registration Cancellation Creation Date: Feb 07, 2025 Created By: Bridget Fairbanks 1. Click on MW… 2. Click on Meetings 3. Click on Bulk Registration Cancellation 4. Click on Bulk Meeting Registration Cancellation ...
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Last Updated: 07/10/2024
in Process Center SharePoint
Open Microsoft Edge or Internet Explorer; the steps below will not work in other browsers Paste this link into Microsoft Edge or Internet Explorer: https://hbanet2..com/sites/HBAStaffDoc/Shared%20Documents/Forms/AllItems.aspx If you are not ...
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Adding a question(s) to the registration process Creation Date: Aug 24, 2022 Created By: Bridget Fairbanks 1. Log into Protech 2. Click on My Work 3. Click on "Meetings" 4. Click on Meeting Setup 5. In the search bar, start typi...
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Last Updated: 11/18/2024
in Data Center Events ELS 2024 ELS Attendee Data: 2024 ELS Attendee Demographics.xlsx