How to Register Someone for an Event in Protech
How to Register Someone for an Event In Protech Creation Date: Jul 21, 2025 Created By: Bridget Fairbanks 1. Click on Contacts 2. In the search field, type the last name, first name of the contact and click enter 3. Double click ...
Invoices - How To Send an Invoice
How to send an invoice that was already created Note: Each contact should be able to pull their invoices from their HBA accounts. However, if you need to manually send them an invoice for some reason you can follow these steps. Creation...
Invoices - How to check if a promo code was used
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...
HBA Academy - Adding Promotion to ALL Academy Products
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 ...
Overlapping Buttons Issue
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, ...