Getting Started

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Contents

View Product Updates


GrowthZone regularly releases new features and functionality. Notifications will be displayed on the main screen, and you may view the release notes and product details:

  1. Click under your name in the header bar.
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  2. Click Product Updates.
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NOTE: The Q Mark.jpg in the bottom right-hand corner of the screen will also notify you that there are product updates to be reviewed.

Working with the Dashboard


The Dashboard Module provides you with quick-select options to view metrics, manage the initial setup of your database and follow your success plan.

Dashboard - Getting Started Tab


The Getting Started tab provides a list of the Key Setup Steps. These are some key steps in the recommended order that will ensure the best foundation as you begin working with your GrowthZone software. Click on the arrow for each step to see the instructions for that step. For Example, the steps for you Basic Account Settings are shown below. Links are provided to allow you to easily navigate to the functions.

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NOTE: Click Here for detailed instructions on completing the getting started tasks.

Dashboard - Metrics


The Metrics tab displays a variety of charts and metrics providing an at a glance view of your organization.

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Rearrange Dashboard Metrics


To place the charts and metrics in the positions you wish on your Dashboard:

  1. Click the Gear Icon.jpg icon
  2. Click Move Widget. This will enable you to move all of the widgets into your desired placement.
  3. Click and hold down on the Move icon.jpg icon. You can now move the widgets where you wish to place them on the dashboard.
  4. Click the Done button when you have completed your arrangement.

Show Me!

Add Widgets to the Dashboard


Additional charts and reports may be added to your Dashboard:

  1. Click the Add Widgets button.
  2. Select the widget you wish to add. The widget will be added in the top left hand side of the dashboard.

Success Plan


The Success Plan tab is intended for those new to the software, and provides a visual of the steps taken in implementing your software. At each juncture, you can click into the step and view what you and/or GrowthZone is doing at that stage.

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Setup Basic Account Settings


You will configure your time zone and organization logo as one of the first steps in using your database. |}


  1. Click Setup in the Navigation Panel.
  2. In the Miscellaneous section, click General Settings.
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  3. Select your time zone from the Current Timezone drop-down list.
  4. Select your locale from the Culture list. This will customize dates, times and currency to your locale.
  5. Primary Logo - Click the pencil icon below Primary Logo to import your logo. The Image Manager window will open.
    • In the Image Manager, click Upload. You will then navigate to your computer/server location of your logo.
    • Select your logo and click open. You may position and crop the logo as needed.
  6. Click Crop and Save to save your logo.

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NOTE: The pencil icon will only display when you hover your mouse below Primary Logo.

Setup your Terminology


GrowthZone is built to be very customizable for your needs. If needed, you can customize the terminology used in the database. For instance, if you wish you may change the default name "Organization" to "Business".

  1. Click Setup in the Navigation Panel.
  2. In the Miscellaneous section, click System Terminology. A list of terms that may be customized is displayed.
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  3. Click the link for the term you wish to customize. The Override Terminology screen will be displayed.
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  4. Enter the term you wish to use in the Your Custom Term text box.
  5. Enter the plural version of your custom term in the Plural Form text box.
  6. Click Done to save your changes.

Custom Fields


Custom Fields are designed to give ultimate flexibility in managing your data. When adding a custom field, you will create a database field that is available for tracking additional desired information. For example, you may wish to track an individuals birth month so that you can send out birthday greetings. Fields may be added to your Member Application Form to capture the information at the time of application, or fields may be added directly to a record.

  1. Click Setup in the Navigation Panel.
  2. Click Custom Fields in the Miscellaneous section. A list of the custom fields currently configured in your database will be displayed.
  3. Click the Add button.
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  4. On the Add/Edit Custom Field screen, configure the following:
    • Field Area - Select a field area from the drop-down list. This selection dictates where you would like to use the custom field. For example, if you wish to create a field to be used in your Web Content, you would select Content Item.
    • Name - Enter a name for the custom field. This will be used internally by the database.
    • Display Name - Enter a display name. This is the field that will be displayed to the public. For example, if you are creating a "Meal" field for selection of a meal choice on an Event, you may wish the enter "Please select your meal choice" to be displayed to the public. This field may include a question or statement, as needed.
    • Custom Field Data Type - Select the data type for the custom field. NOTE: Selecting Drop-down will allow you to setup a list of options, and one option may be chosen. Selecting Drop-down with fill-in will allow the user to fill in an option. Multi-choice would allow the user to select more than one option.
    • Group/Section - (Optional) Select the desired group section of this custom field. Group sections are used through-out the software, and you may wish to group together similar custom fields.
    • Characters Allowed - This option would limit the number of characters that could be entered in a text box response. If you have selected a text box option (text or multi-text) you MUST enter in the number of characters allowed, and the value may not be 0.
    • Properties - Define the properties for the custom field:
      • Public - Select this check-box if you wish this field to be displayed for the public. This will allow the field to be displayed in the InfoHub, Directories and fur use in membership applications.
      • Member Hub - (Advanced Option) Select this check-box to allow users to edit this custom field in their hub profile. If a custom field is to appear in the hub, but is not to be editable, you need only check the property Public.
      • Required - (Advanced Option) Select this check-box to make this field required.
      • Archived - (Advanced Option) If you no longer wish to use this custom field, selecting this check-box will hide the field from being used in the back office, but historical data will be maintained.
  5. Click Done.

Review your Organization Information


When your database is first installed, your organization is added as a contact with non-member status in the database. Review the contact information to ensure all address information and email are correct. The data populated is the information provided to GrowthZone initially, and you may edit as needed.

  1. Select Contacts in the Navigation Panel.
  2. Enter the name of your organization in the Search box.
  3. Click the hyper-link for your organization.
  4. On the Profile tab, review your organization information in the Contact Info section. If editing is needed, click the pencil icon to open the edit dialog box as needed.

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NOTE: Country must be selected when entering address information. If country has not been selected, drop-down lists for picking states will not be available to you in such things as the membership application form, registration for events, etc.

Update your Organization Information


Your organization exists as a contact in the database. If address, web-site, phone, emails, etc. need to be updated, see Update a Contact Organization/Business Profile Information.

Re-branding your Organization


If you are re-branding your organization with a new logo, you can update your logo under your organization's information.

  1. Select Contacts in the Navigation Panel.
  2. Enter the name of your organization in the Search box.
  3. Click the hyper-link for your organization.
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  4. Click your logo in the header.
  5. Upload your new logo, and Crop & Save.

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NOTE: If you have also included an alternate logo for your invoices, update the logo in the Finance Settings. See Configure Finance Defaults & Logo for Invoices & Statements for further information'.

Setup Up User Access Level and Credentials


Access to the database and to the Info Hub are "access level-driven". A staff or members may only view, edit, delete and/or create based on the Access Level they have been given.

Setup Staff Access Levels


Access Levels drive what functions your staff will be able to perform in the database. You may view existing access levels by selecting Setup in the Navigation Panel, and clicking Access Levels in the Users section.

The system is populated with the following access levels:

  • Staff - Admin - this access level provides full control of the entire database. Individuals with this access level will be able to view, edit, create and delete.
  • Staff - Guest - this access level provides read only access in the database.
  • Staff - Standard - this access level provides read/edit/create/delete of the system, with the exception of the Finance sections, which are view only.
  • Staff - Finance - this access level provides full editing, and full Finance access.
  • Staff - Website - this access level allows the staff user to ONLY edit or login to the website (by clicking the globe icon in the header bar). All other areas of the database are set to None.
  • User - View Only in Info Hub - this access level provides view only access in Info Hub.
  • User - Create/Edit/View in Info Hub - this access level provides Create/Edit in Info Hub but not the ability to delete.
  • User - Full Control in Info Hub - this access level provides full control in Info Hub. Users with this access can view, add, edit & delete.

The above access levels may be used as initially setup, or you may customize them to meet your needs.

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NOTE: Click here for information on setting up your member's access to the Info Hub.

Create a New Access Level - Staff


  1. In the Navigation panel, select Setup.
  2. Click the Access Level link in the Users section. The Access Levels screen will display a list of the pre-configured Access Levels, and the number of people assigned to each level. You may view the permissions that are associated to a particular level by clicking the hyper-link. You will see a list of each of the main functions of the database, and the access level granted. The Users column displays the number of users assigned to the access level. To view a list of the users click the numbered hyper-link.
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  3. Click the ADD button.
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  4. Enter a Name for the new Access Level – best practice would be to provide a name that at a glance tells you what the access level is for.
  5. Select the Access Level Type. Select Staff. The Staff and User options are a way for the system to differentiate between which access level it should display when you are creating access for a member of your chamber or association vs. creating access for a staff person.
  6. For each function, select the level of access you wish to provide. If you wish to provide access to the entire system with one level of access, you can do this by selecting the access level for System Default. Or, if you wish to set specific access to individual functions, select the access for that function.
  7. Once all selections have been made, click Done.

Access Level Settings

  • View: This access level allows the user to retrieve and view information from the database in read only mode.
  • Edit: This access level allows the user to retrieve and change/update existing database information.
  • Create: This access level allows the user to add new content to the database, as well as view and update existing information.
  • Delete: This access level allows the user to remove existing content from the database as well as create, update and view.
  • Use Default: When this access level is selected, the user will be given the access level selected in System Default.
  • None: By selecting this option, the user will have no access to the specified area.

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NOTE: If you set the access to the overall system - this setting will apply to all modules, unless you have specifically set access levels for some of the modules. The module level will supercede Use Default the System Default. If you do not set the System Default, you must select access level for each and all modules. If you select Use Default the System Default setting will apply. If you select None this will be applied and the user will have no access to a particular module.

Create a New Access Level - Users (Members)


  1. In the Navigation panel, select Setup.
  2. Click Access Level in the Users section.
    The Access Level screen will display a list of the pre-configured Access Levels, and the number of people assigned to each level. You may view the permissions that are associated to a particular level by clicking the hyper-link. You will see a list of each of the main functions of the database, and the access level granted. The Users column displays the number of users assigned to the access level. To view a list of the users click the numbered hyper-link.
    Access Levels11.jpg
  3. Click the ADD button.
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  4. Enter a Name for the new Access Level – best practice would be to provide a name that at a glance tells you what the access level is for.
  5. Select the Access Level Type. Select User. The Staff and User options are a way for the system to differentiate between which access level it should display when you are creating access for a member of your chamber or association vs. creating access for a staff person.
  6. For User (Member) access, scroll to Info Hub in the Area list.
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    • You may set access to the overall Info Hub by selecting an option from the Access Level drop-down list OR
    • Click Custom to display a list of all areas in the Info Hub to set specific access to each area. For Example: you may wish to setup an access level that provides an individual access to update and manage their own account information, but not the organization account information. In this case, you would set Individual Account Info to Edit and set Organization Account Info to None. Or, if you wish to hide certain items from this access level, for example Resources, you would set Resources to None. NOTE: If you set the access to the overall system - this setting will apply to all modules, unless you have specifically set access levels for some of the modules. The module level will supersede the overall system level. If you do not set the overall system, you must select access level for each and all modules. If you select None the menu option will not be displayed in the Info Hub Navigation panel.
  7. Once all selections have been made, click Done.

NOTE: The My Info page in the Info Hub contains multiple tabs. The access to these tabs may be controlled individually:

  • Contact Info: This tab displays contact information for the individual logged into the Info Hub. Access to this is controlled by the Contact Info setting.
  • Membership: This tab displays the individual's membership, and is controlled by the Membership setting. However, if the individual does not have access to the Organization Account Info the pricing information for the membership will not display.
  • Account: This tab displays billing information. You can control an individuals access to individual billing and organization billing information by the Individual Account Info and the Organization Account Info settings. Note also, a user must have at least View rights to store and edit credit card information.
  • Related Businesses: The Related Business tab displays the business (organization) to which the individual is related. An individual with appropriate access may update company information, etc. on this tab. This tab is controlled by the Related Contact Info setting.
  • Related Contacts: This tab displays the individual contacts associated to a business. This tab is controlled by the Related Contact Info setting.
  • Refer Others: This tab is controlled by the Referrals setting. The display of the tab and the ability to refer others is controlled by whether this setting is set to Edit or None.

Setup Staff User Credentials

Each member of your staff who will need access to the database will need to be provided with login credentials.

Add Staff Member


  1. In the Navigation Panel, click Setup.
  2. Click Staff Users in the Users section. A list of all active staff in your system will be displayed.
  3. Click the Add button.
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  4. Configure the following:
    • Primary Contact / Password Reset Email - Enter an email address for the user. This email address is used to send an initial email to the user to complete their login credentials, and is also used when an email needs to be sent to reset a password.
    • First Name
    • Last Name
    • Access Level - select the access level you wish to assign to this user.
  5. Click Done.

An email will be sent to the staff member. Within the email is a link to create their account. The link is valid for 72 hours. If they do not create their credentials in the 72 hour window, they will receive an error. In this circumstance, you would need to resend the log-in setup email. In this circumstance, you can resend the instructions email. Click Here for further information on resending instructions.

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NOTE: If the new user already exists in the database, the system will display this on the screen, this will prevent you from creating a duplicate user.

View Staff Users


  1. In the Navigation Panel, click Setup.
  2. Click Staff Users in the Users section. A list of all of your staff users will be displayed.
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Resend User Credentials Setup Instructions


When a new user is setup in your system, an email is automatically sent to them to create their user name and password. If a user does not receive notification to setup credentials, or they have not setup their credentials, you can resend the setup instructions from the Users page (Setup > Users > Staff Users).

Click the Resend Invite icon Resend.jpg in the Actions column.

Send Staff User Password Reset Instructions


You can send an email providing instructions to the user on how to reset their password on the Users page (Setup > Users > Staff Users)

Click the Send Reset Email icon Reset icon.jpg in the Actions column.

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NOTE: If multiple staff members use the same e-mail address, each will receive the reset password email. Within the email a link in the email to each associated account is provided. For Example: If Betty and Sue both use the email address info@mychamber.com but each have their own login name to the tenant. Betty asks for a password reset email and when it arrives she knows which reset link to select because it is identified with the login name that she is used to using.

Reset a Staff Users Password


You can reset a users password on the Users page (Setup > Users > Staff Users).

Click the Reset Password icon Reset icon.jpg in the Actions column.

Disable Staff Login


You may disable the login for a user, without deleting the user. This function may be useful, for example, when someone is out on leave. By disabling the log-in, the username and log-in will be reserved for this staff user which will make it easy to re-able the user as needed. If you wish to completely remove the staff member from your database, see Delete a Staff User.

  1. In the Navigation Panel, click Setup.
  2. Click Staff Users in the Users section. A list of all of your staff users will be displayed.
  3. Click the Disable Staff Login icon Delete Scheduled Email.jpg for the desired user. You will be asked to confirm that you wish to disable this user's login.
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  4. Click OK.

The status of this user will now be displayed as Not Active. The user will no longer be able to login to the database. If they attempt to log-in the Account is disabled message will be displayed on the log-in screen.

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NOTE: If the staff person is also a member of your organization, who wishes to setup access to the Info Hub, he/she will NOT be able to use these same credentials for access to the Info Hub.

Re-enable a Staff User


When you have disabled a staff user log-in, you can easily enable it:

  1. In the Navigation Panel, click Setup.
  2. Click Staff Users in the Users section. A list of all of your staff users will be displayed.
  3. Click the Enable Login icon Undo icon.jpg for the desired user. You will be asked to confirm that you wish to enable this user's login.
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  4. Select the Is Active check-box.
  5. Click Done.

The status of this user will now be displayed as Active and the user will be able to use the same user name and password used previously.

Delete a Staff User


Unlike disabling a login for a staff user, when deleting a staff user, you will release the username and password associated to the user, and not have the ability to re-enable the log-in. If the staff member is also a member of your organization, he/she may wish to use their staff credentials to access the Info Hub. In this case, best practice would be to delete them as staff. If you wish to simply disable the login for the staff member (perhaps he/she is on leave) best practice is to disable the login, so that you can easily re-enable when he/she returns. If you delete the user, you will need to add them back to the system, and re-create login credentials. See Disable Staff Login for further information.

To delete a staff member:

  1. In the Navigation Panel, click Setup.
  2. Click Staff Users in the Users section. A list of all of your staff users will be displayed.
  3. Click the hyper-link for the staff user you wish to delete.
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  4. Click the Delete button. You will be asked to confirm that you wish to delete this staff user.
  5. Click OK.

Subscribe to Automated Staff Notifications


Your system can be automated to send notifications when certain events occur. For Example: An automated notification can be sent to a staff member when an On-line Membership Application is submitted. The table below describes the message to which staff may subscribe.

Event Description
Membership Application Submitted An email notification will be sent when a new membership application form is submitted. Within the email, a link is available to access the applicants contact page to review the applicant information.
Member Modified Profile An email notification is sent when a contact modifies profile information via the Info Hub.
User Created or Edited Web Content An email notification is sent when a contact adds web-content, or changes existing web content via the Info Hub.
Member Referral An email notification is sent when a contact makes a referral via the Info Hub.
New Person Added to An Existing Membership An email notification is sent when a new rep is added to an existing membership, either via the Info Hub, or from the back-office.
Contact Us Submission An email notification is sent when a new Contact Us form is submitted.
Sales Proposal Accepted An email notification is sent when a prospect accepts a sales proposal via the on-line link.
Scheduled Billing Results Example
Event Submitted for Approval An email notification is sent when a contact enters an event via the Info Hub. Within the email is an Approve Event link. When clicking the link, if you are currently authenticated in the software (logged in), you will be taken to the event's Overview tab. If you are not currently authenticated in the software (not logged in), you will need to log-in and navigate to the event's Overview tab. See Approve Events submitted by Members.
Online Event Registration An email notification is sent when someone registers for an event via the on-line registration page.
My Projects and Tasks Status Updates
Receive Notice When User Unsubscribe from Email
Online Donation Notice
Web Content Added
New Store Order Created
Membership Renewal Response Submitted For memberships using Renewal Notification only. This email will be sent to staff when a member accepts or declines renewal of their membership.
Renewals Emails Sent For memberships using Renewal Notification only. This email will be sent to staff when the initial renewal emails are sent out to members.
New Certification Enrollment This email notification is sent when a Contact selects to enroll for a certification via the HUB.
New Certification Application This email notification is sent to the Staff when a Contact selects to apply on a certification in the Info Hub.
Member Completed Certification This email notification is sent when a contact completes all requirements for a certification, and the status of the certification is changed to Active.
Invoice Payment Received This email notification is sent when an invoice is paid on-line.
Auto Payment Failed This email notification is sent when a payment scheduled for auto-payment fails.
Forum Topic Added This email notification is sent when a new topic is added to a Forum.
Forum Topic Comment Added This email notification is sent when a new comment is added to a topic in the Forum.
GrowthZone Pay Account Update Completed
Unregistered Attendee This notification is sent when an attendee cancels an event registration. This helps staff to know, especially if a refund needs to be given to the registrant.
MailChimp Connection Failed

An administrator can setup the notifications for a staff member on the Users page (Setup > Users > Staff Users).

  1. Click the Notifications icon Notifications Icon.jpg in the Actions column.
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  2. Click the notifications to which you want to subscribe this user.
  3. Select the users email address.
  4. Select how frequently you want this user to receive notifications: As it Happens or Daily.
  5. Click Done.

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NOTE: Staff Users may also setup their own notifications by clicking their name in the header bar, and selecting My Notifications

Directory Category Lists


Directory Categories allow you to categorize your users effectively in your business directory.

View Directory Categories


  1. Select Setup in the Navigation Panel.
  2. Click Category Lists in the Categories section. A list of all categories will be displayed. By default your system is populated with the Contact Business Category. These business categories are available for selection when assigning your members to directory categories.
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  3. Click the Business Category hyper-link. A list of internet standard directory categories will be displayed.
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Add Categories to your Directory


New top level categories (those that appear in bold in your active directory) or sub categories may be added to your directory.

  1. Select Setup in the Navigation Panel.
  2. Click Category Lists in the Categories section. A list of all categories will be displayed. By default your system is populated with the Contact Business Category. These business categories are available for selection when assigning your members to directory categories.
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  3. Click the Business Category hyper-link. A list of internet standard directory categories will be displayed.
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  4. To add an individual category, click the Add button.
    • Name - Enter a name for the category. This is the name that will appear in the active directory.
    • Description - (Optional) Enter a description of the category.
    • Color - Select the color to highlight this category.
    • Parent Category - (Optional) Select the parent category. If a parent category is selected, your new category will be displayed below the parent in the active directory. If no parent is selected, the new category will be a top level category shown in bold in your active directory.NOTE: This option is visible when you enable the Advanced Options.
  5. To add multiple top-level categories, click the Add Multiple button.
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    • Names(Line By Line) - Enter each category line by line. This is the name that will appear in the active directory.
    • Parent Category - (Optional) Select the parent category. If a parent category is selected, the new categories will be displayed below the parent in the active directory. If no parent is selected, the new categories will be a top level category shown in bold in your active directory. You may select only one parent category for all the new categories you have listed. NOTE: This option is visible when you enable the Advanced Options.
  6. Click Done.

Setup Directory Display Settings


Directory Display Settings control what information about a business or individual is displayed if you choose to publish a directory of members to your website. You may, perhaps, have different levels of listings based on membership type. A basic level might include just a business name and a logo, where as an enhanced listing may include photo galleries, videos, maps, etc. A default directory listing, Standard Listing is seeded in the database upon setup. You can use this as designed or customize it to meet your needs. NOTE: The Standard Listing directory display settings are used in your membership types by default. See Adding Membership Types for further information on selecting alternate display settings


Use the following procedure to setup your Directory Listing Types:

  1. Click Setup in the Navigation Panel
  2. Click Directory Display Settings in the Website section. A list of the Directory Display Settings currently configured in your system will be displayed. NOTE: Standard Listing and Deluxe Listing are seeded into your database by default. The Standard Listing is used as the default when you create Membership Types.
  3. Click Add.
  4. On the Add/Edit Directory Display Settings configure the following:
    • Name - Provide a name for the Directory Display Settings.
    • Description - Provide a description of the Directory Display Settings.
    • Rank/Priority Placement - This setting allows you to dictate where organizations that are assigned to this directory listing this will be displayed the directory. Entering a value of 1 will place at the top of the directory, entering a value of 255 will place at the bottom of the directory.
    • Show Individual Details - These settings are used for individual based memberships. Select which details for your individuals will be displayed when this directory display setting is used.
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    • Show Contact Details - These settings are used for organization and individual based memberships. Select which address, phone, and email information you would like displayed. NOTE: When address, email and phone are selected, you can then choose which address type (i.e. mailing, physical, etc.), which email type (work, personal, etc.) and which phone type (main, toll, etc.) you will display with this listing type. If no selection is made to type the information will not be displayed in the directory.</div>
    • Show Custom Fields - Select the custom fields you want to display in the directory. The drop-down list will display the fields that have been configured for Directory Listing.
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      • Show Membership Type - If selected the member's membership type will be displayed in the directory.
      • Show Search Logo - If selected the member's primary image will be displayed when the directory is searched.
      • Show Highlights If selected, a highlights section will be displayed on the web-page.
      • Show Related Contacts: If selected, contacts related to the organization will be displayed on both the directory search results and on the organization's information page. NOTE: At the individual contact level a selection may also be made to include or exclude an individual contact from displaying on the directory. See Add Individual Contact for further information on configuring show related contacts individually.
      • Show Search Description: If selected, and using V1 directory, the short description will be displayed in the directory list. If using the v2 public modules, this setting has no impact.
      • Show Gallery: If selected, the member may display a gallery of photos on the web-page.
      • Show Video: If selected, the member may display a video on the web-page.
      • Show Map: If selected, the location of the organization will be displayed on map on the web-page.
      • Show Primary Contact: If selected, the name of the primary contact will be displayed on the web-page.
      • Use Contacts Website for Listing page: If selected, clicking on the member on your public web-page will lead to the contacts website, instead of your page. Applicable only when assigned to a public directory (not available in the Hub).
    • Retargeting
      • Google Tag Manager Container ID - Enter the Container Id you were provided on installation of Google Tag Manager. Google Tag Manager is a free tool that makes it easy for marketers to add and update website tags -- including conversion tracking, site analytics, remarketing, and more—with just a few clicks, and without needing to edit your website code.
  5. Click Done.

Understanding the Directory Display Options


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Enhanced Directory Add-on Module


The Enhanced Directory add-on module provides additional search functionality to your directory. With the Enhanced Directory:

  1. Visitors to your website will be able to enter what they are searching for
  2. Select the Distance option on the search page.
    ED Search.jpg
  3. Enter a zip code, and select the distance (choices include 1, 5, 10 and 50 miles) from that zip code to narrow search results to a specific radius.

The results will display the distance to the member locations.

Enhanced Dir Search 2.jpg


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NOTE: If you wish to purchase the Enhanced Directory module, contact our sales team, sales@growthzone.com for pricing. The zip code search is only available in the US. The Enhanced Directory module is only available to those using V2 of the public modules.

Setup your Directories


You system will contain a default directory, Active Member Directory. This directory is tied to your Business Category and may contain all of your valued members. It also is configured with the Standard Listing directory listing type. Advanced options, including searching by custom field may be configured for the default.

Create a New Directory


You may create multiple directories as needed. For example, if you have several chapters, and want a separate directory for each chapter.

  1. Click Setup in the Navigation Panel
  2. Click Directories in the Website/Content Management System section. A list of the directories currently configured in your system will be displayed.
  3. Click the Add button.
    Edit Directory CP.jpg
  4. Configure the following:
    • Name - Enter a name for the directory. This is the name that will be displayed on your web-site.
    • Description - Enter a description of this directory. This description will be displayed on your web-site.
    • Select the Display Settings you wish to associate, by default, with this directory. You will have the ability to over-ride these display settings when creating Benefit Packages. Click here for more information on setting up benefit packages. You can view and/or edit an existing display settings by clicking the Edit Policies.jpg icon, or, you can configure new display settings by clicking the Plus icon.jpg icon.
    • Select the Category List to associate to this directory. You can view and/or edit an existing category list by clicking the Edit Policies.jpg icon, or, you can configure new category list by clicking the Plus icon.jpg icon.
    • Ordering: Select the desired Order Category Results. This option allows you to define how category results will be displayed in the directory. If Randomly is selected, category results will be displayed in random order. If By Name is selected, individuals are sorted by the first letter of their last name. NOTE: The Info Hub has it's own ordering options so randomization and ranking defined here are not applicable in the Hub.
    • Availability: Click the Available to Info Hub check-box if you want to include this directory on the Info Hub pages and/or click the Available to Public check-box if you wish to include this directory on your public web-site.
    Optional Custom Icon You can now customize the icons you use for your directory(s) placed in the left hand navigation of the InfoHub, using Font Awesome icons. Enter the code for your custom icon. If you have multiple directories, this is a great way to differentiate them. For Example, if you wish to add a restaurant icon to a "Places to Eat" directory, you could enter the code fa-cutlery and the Cutlery.jpg icon would be displayed next to your directory link in the InfoHub. Click Here to learn more about Font Awesome Icons.
  5. Click the Advanced Options check-box.
  6. Click the Allow Search Filtering check-box.
    New Add Edit Directory.jpg
    • Click Search by Custom Fields if you want to allow searching based on custom fields you have created as Directory Listing. Existing fields will be displayed at the bottom of the screen. You can add additional fields as needed by clicking the + sign. You will then select the custom fields to be used for filtering from the Allow Filtering by Custom Fields drop-down list.
    • Enable City, State and Postal Code if you wish to provide these as filtering options.
    • To Allow Filtering by Category List(s), select the category lists you wish to allow search on from the drop-down.
    • To Allow Filtering by Custom Fields, select the custom field you wish to allow search on from the drop-down.
    • Click Done.

Setup Your Document Templates


Your GrowthZone software contains a variety of templates for statements, invoices, badges, sales proposals and so on. These templates may be used as they are designed, or edited to meet your specific business needs.

View/Modify Template (PC Instructions)


  1. Click Setup in the Navigation Panel.
  2. Click Document Generation Templates in the Document Generation section. A list of existing templates will be displayed.
  3. Click the copy icon Copy icon.jpg for the template you wish to view/modify.
  4. Click OK in the confirmation dialog box. A copy of the template will be available in the list of templates.
  5. To view the template, click the pencil icon (Edit Template Document). The Open URL:Word Protocol dialog box will be displayed.
    Open URL.jpg
  6. Click Open URL:Word Protocol. You will be taken to the document editor login. Enter your GrowthZone user name and password to launch the document.
  7. Enable editing of the document.
  8. Complete your changes.
  9. Save your document.You can now choose this template where applicable.

View/Modify Template (MAC Instructions)


  1. Click Setup in the Navigation Panel.
  2. Click Document Generation Templates in the Document Generation section. A list of existing templates will be displayed.
    Doc Gen Templates.jpg
  3. Click the copy icon Copy icon.jpg for the template you wish to view/modify.
  4. Click OK in the confirmation dialog box. A copy of the template will be available in the list of templates.
  5. To edit the copy, click the download icon DL Icon 2.jpg in the Actions column.
  6. Open the downloaded file.
  7. Click Enable Editing and make desired edits.
  8. Save the downloaded file.
  9. On the Document Generations Template screen, click the Add Orange Add button.jpg button.
    Add Edit Doc Template.jpg
  10. Enter a Name for the new template.
  11. Click Choose File to navigate to your saved copy and upload.
  12. Click Done. You will now be able to choose this template where applicable.

Upload a Documentation Template


If you have created a documentation template, you can upload it to the database:

  1. Click Setup in the Navigation Panel.
  2. Click Document Generation Templates in the Document Generation section. A list of existing templates will be displayed.
    Doc Gen Templates.jpg
  3. Click the Add Orange Add button.jpg button.
    Add Edit Doc Template.jpg
  4. Select the Template Type. This setting will define where the template is available to you in the software. For example, document templates of type Invoice will only be available where billing functions are performed.
  5. Enter a Name for the new template.
  6. Click Choose File to navigate to your saved copy and upload.
  7. Click Done. You will now be able to choose this template where applicable.

Add Merge Fields to a Document Template


Many database fields (merge fields) are available to customize your document templates. To add merge fields to a template:

  1. Click Setup in the Navigation Panel.
  2. Click Document Generation Templates in the Document Generation section. A list of existing templates will be displayed
  3. Make a copy of the template as described above.
  4. Open the downloaded file as described above.
  5. Click Enable Editing.
  6. To insert merge fields:
    • Highlight & copy an existing merge field.
    • Paste the merge field at the desired location in the document.
    • Right click on the pasted merge field and click Edit Merge Field.
    • Enter the name of the merge field you wish to add in the Field Name text box. The Field Name must be entered exactly as you see in the list below.
  7. After completing your edits, save the downloaded file, and upload to your database following the instruction above.

The tables below describe the fields available for various types of documents:

Available Invoice Merge Fields

When using merge fields on invoices, the system will look to the invoice(s) for the appropriate information to be included via merge fields. Many of the fields are included on the default invoice. Other fields may be added manually by editing the invoice.

Merge Field Name Description Included On Default Template
Company This is the name of your association/chamber. X
Address1 This is Address 2 for your association/chamber. X
Address2 This is Address 2 for your association/chamber. X
Telephone This is the telephone number for your association/chamber. X
Fax This is the fax number for your association/chamber.
Email This is the email address for your association/chamber. X
WebAddress This is the web-site address for your association/chamber.
No The invoice number. X
POno Purchase Order Number. X
SelectDate The invoice date. X
DueDate The invoice due date. X
PurchasedByName The name of the Purchasing Organization (if applicable), otherwise name of purchaser will show. X
PurchasedByNamePrimaryBusiness Purchasing Individual’s Primary Business (if applicable).
BillToName Billing Contact Name (if applicable).
BillToEmail Billing Contact Email.
BillToAddress Billing Address Line 1 and 2 on same line. X
BillToAddress1 Bill to Address 1.
BillToAddress2 Bill to Address 2.
BillToCity Billing City, State, & Zip Code. X
BillToContact Billing Contact Name (if applicable). X
Message Invoice Message, added to the invoice when the invoice was created. X
Subtotal Subtotal of the goods/services included on the invoice. X
SalesTax Sales tax calculated on the goods/services included on the invoice. X
Shipping Shipping costs for the goods/services included on the invoice. X
Total Total for all charges on the invoice. X
PaymentTotal Payment made against the invoice X
TotalDue Total actually due on the invoice, if , for example, a payment has been made against the invoice. X
ARCurrent Current open balance. X
AR30 Past Due Open Balance in the last 30-60 days X
AR60 Past Due Open Balance in the last 60-90 days X
AR90Plus Past Due Open Balance over 90 days X
ContactBalance Total Open Invoice Balance X
PaymentHyperlink Link to payment screen X
UFPurchasedByContactPrefix Prefix for the contact who made the purchase. This is the ‘’’customer’’’.
UFPurchasedByContactFirstName First name of the contact who made the purchase. This is the ‘’’customer’’’.
UFPurchasedByContactMiddleName Middle name of the contact who made the purchase. This is the ‘’’customer’’’.
UFPurchasedByContactLastName Last name of the contact who made the purchase. This is the ‘’’customer’’’.
UFPurchasedByContactSuffix Suffix of the contact who made the purchase. This is the ‘’’customer’’’.
UFPurchasedByContactCommonName Common name of the contact who made the purchase. This is the ‘’’customer’’’.
UFPurchasedFromOrganizationName The organization from which the purchase was made (your association/chamber).
UFBillingContactPrefix The prefix for the billing contact selected when the invoice was created.
UFBillingContactFirstName The first name of the billing contact selected when the invoice was created.
UFBillingContactMiddleName The middle name of the billing selected when the invoice was created.
UFBillingContactLastName The last name of the billing contact selected when the invoice was created.
UFBillingContactSuffix The suffix of the billing contact selected when the invoice was created.
UFBillingContactCommonName The common name of the billing contact selected when the invoice was created.
UFBillingContactName The full name of the billing contact selected when the invoice was created.
UFBillingAddress1 The billing address selected when the invoice was created.
UFBillingAddress1 The billing address 2 associated to the address selected when the invoice was created.
UFBillingAddressCity The city associated to the address selected when the invoice was created.
UFBillingAddressStateProvince The state or province associated to the address selected when the invoice was created.
UFBillingAddressPostalCode The postal code associated to the address selected when the invoice was created.
UFBillingAddressCountry The country associated to the address selected when the invoice was created.
Available Merge Fields for Cover Letters

When using merge fields for cover letters, the system will look to the purchaser (customer) to whom you are sending the invoice to find the appropriate information.

Merge Field Name Description
UFContactPrefix Prefix for the contact(s) to whom you are sending the invoice.
UFContactFirstName First name of the purchaser(s) for whom you are printing the cover letter. This is listed as the customer when the invoice is created.
UFContactMiddleName Middle name of the purchaser(s) for whom you are printing the cover letter. This is listed as the customer when the invoice is created.
UFContactLastName Last name of the purchaser(s) for whom you are printing the cover letter. This is listed as the customer when the invoice is created.
UFContactSuffix Suffix of the purchaser(s) for whom you are printing the cover letter. This is listed as the customer when the invoice is created.
UFContactCommonName Common name of the purchaser(s) for whom you are printing the cover letter. This is listed as the customer when the invoice is created.
UFContactName Full contact name of the purchaser(s) for whom you are printing the cover letter. This is listed as the customer when the invoice is created.
Available Merge Fields for Avery Name tags

Several Attendee Badge document generation templates are available for you to select for your event attendees. The fields listed below are available.

Merge Field Name Description
Prefix Prefix of the event attendee.
FirstName First name of the event attendee.
MiddleName Middle name of the event attendee.
LastName Last name of the event attendee.
Suffix Suffix of the the event attendee.
CommonName Common name of the event attendee.
Continuing Education/Certificates Merge Fields

Merge Field Description
UFCertificationContactPrefix Prefix of the contact receiving a certificate, a component certificate, or being displayed on a roster.
UFCertificationContactFirstName First Name of the contact receiving a certificate, a component certificate, or being displayed on a roster.
UFCertificationContactMiddleName Middle Name of the contact receiving a certificate, a component certificate, or being displayed on a roster.
UFCertificationContactLastName Last Name of the contact receiving a certificate, a component certificate, or being displayed on a roster.
UFCertificationContactSuffix Suffix of the contact receiving a certificate, a component certificate, or being displayed on a roster.
UFCertificationContactCommonName Common Name of the contact receiving a certificate, a component certificate, or being displayed on a roster.
UFCertificationContactName Concatenates the First Name, Last Name and Suffix of the contact receiving a certificate, a component certificate or displayed on a roster.
UFCertificationContactDisplayName
UFCertificationContactAccountNumber The Account Number of the contact receiving a certificate, a component certificate or being displayed on a roster.
UFCertificationApprovedByContactPrefix The Prefix of the contact who has approved a certification or component certification.
UFCertificationApprovedByContactFirstName The First Name of the contact who has approved a certification or component certification.
UFCertificationApprovedByContactMiddleName The Middle Name of the contact who has approved a certification or component certification.
UFCertificationApprovedByContactLastName The Last Name of the contact who has approved a certification or component certification.
UFCertificationApprovedByContactSuffix The Suffix of the contact who has approved a certification or component certification.
UFCertificationApprovedByContactCommonName The Common Name of the contact who has approved a certification or component certification.
UFCertificationApprovedByContactName Concatenates the First Name, Last Name and Suffix of the contact who has approved a certification or component certification.
UFCertificationComponentCode The Certification Component Code
UFCertificationComponentName The Certification Component Name.
UFCertificationComponentInstructorDisplay The Instructor of a Certification Component.
UFCertificationComponentEventLocation The location of a Certification Event.
UFCertificationComponentEventSessionLocation The location of a session associated to a certification component
UFCertificationContactLicenseNumbers
UFCertificationComponentCompletedDate The date a certification component was completed.
UFCertificationComponentHoursEarned The number of hours earned by completing the certification component.
UFCertificationComponentCreditsEarned The number of credits earned by completing the certification component.
UFCertificationExpirationDate The expiration date of the certification.
UFCertificationComponentEventName The name of the event to which the certification component was associated.
UFCertificationComponentEventStartDate The start date of the event to which the certification component was associated.
UFCertificationComponentEventStartTime The start time of the event to which the certification component was associated.
UFCertificationComponentEventEndDate The end date of the event to which the certification component was associated.
UFCertificationComponentEventEndTime The end time of the event to which the certification component was associated.
“Attendee Email” The email of the certificate recipient, if the certification was associated to an event.
“Primary Business” The primary business of the certificate recipient.

In addition to the standard merge fields, component certificates and certification rosters may include Individual custom fields. NOTE: Certification Certificates cannot merge Individual Custom Fields. Individual custom fields are those fields created of type "Individual" and are included on a contact's Additional Info tab.

Individual Custom Fields - Component Certificates


Standard merge fields available for Component Certificates are described in Continuing Education/Certificates Merge Fields. You may also add an individual custom field to a component certificate. To do this, create a merge field in Word that starts with UFCertificationContact and then the name of the custom field.

For Example: If your custom field is called NPN #, your merge field would look like <<UFCertificationContactNPN>> and the code in Word would be { MERGEFIELD UFCertificationContactNPN /* MERGEFORMAT } The custom field should be a single word with no special characters like “#” or “*”. The display name of the field can be set to include these if needed.

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NOTE: Individual Custom Merge fields will display best if the field is set to contain a single value. Some examples of good field types to use as merge fields on these documents are: Integer, Decimal, Money, Text, Dropdown

Individual Custom Fields - Certification Rosters


Standard merge fields available for Certification Rosters are described in Continuing Education/Certificates Merge Fields.

To add an individual custom field to a Certificate Roster, create a merge field in Word using the name of the custom field. For example, if your custom field is called NPN #, your merge field would look like <<NPN>> and the code in Word would be { MERGEFIELD NPN /* MERGEFORMAT } The custom field should be a single word with no special characters like “#” or “*”. The display name of the field can be set to include these if needed.

Smallest.png

NOTE: Individual Custom Merge fields will display best if the field is set to contain a single value. Some examples of good field types to use as merge fields on these documents are: Integer, Decimal, Money, Text, Dropdown

Getting Started - Special Topics


Managing Multiple Database with GrowthZone


If you are an organization that manages multiple organizations that use the GrowthZone software, you can easily switch from one database to the next.

Your staff members will need to have access setup in each of the databases, but will be able to use the same credentials for each.

Add Staff Member with Access to Multiple Databases


If your organization manages multiple databases, you can easily setup credentials for staff that will allow them to switch from one database to another.

One Row.png

NOTE: One staff member must have Administrative access to any/all of the databases to perform these steps.


  1. Setup login credentials for all staff in your primary database, as described in Add Staff Member.
  2. Add all staff members as Individual contacts in each of the additional databases. See Add New Contact - Individual. Enter the staff user first and last names, along with email address. This should be the same as the names and email addresses entered in the primary database.
  3. Click Setup in the left-hand navigation panel.
  4. Click Staff Access in the Users section.
  5. Click the Add button.
    Edit User1.jpg
  6. On the Edit Users screen, click the Advanced Options check-box.
  7. In the Staff login from another tenant text-box, enter the user name that was configured in the primary database.
  8. Enter the Primary Contact / Password Reset Email. This should be the email address that you entered for the individual contact, as well as the email address associated to this staff member in the primary database. If the contact exists in your database the system will automatically populate the First/Last Name fields. If you have not added the contact - return to step 2 and add the staff member as a contact.
  9. Select the Access Level that the staff member will have to this database. NOTE: Access level may differ from one database to another.
  10. Click Done.
  11. In the list of staff members, click the Enable Login.jpg icon in the Actions column.
    Enable Login2.jpg
  12. Click OK on the Enable Login screen.
    Enable Login1.jpg

This will immediately enable the staff login for this database.

One Row.png

NOTE: If changes are made to passwords, or staff members are disabled/deleted, these changes impact access to all databases.

Switch from one Organization Database to Another


If you manage multiple GrowthZone Database accounts, to switch from one to the other:

  1. Click your name in the top right of the header bar.
    Switch Accounts.jpg
  2. On the Switch Account screen, select the database you wish to switch to from the Default Tenant Key list.
  3. Click Done. The screen will refresh, and the selected database will be displayed.

One Row.png

NOTE: The Switch Account option will only be displayed if the staff member has been setup for multiple accounts.

Assign Back-office Access to a Contact


At times, a member representative may need access to the back office to review information about the other representatives of their member organization. For example, if you have member representative who must review/approve certifications for other representatives of the organization. This would require access to the back office. In setting up access level to the back office in the following manner, the representative would only be able to view/manage information related to the other representatives of their organization.

  1. Add the representative, who requires access, to your Organization as a contact. See Add Individual Contacts to an Organization/Business for information on adding a contact to a business.
  2. Setup Access Level with Has Contact Relationship Restriction enabled. See Create a New Access Level - Member Contact with Back Office Rights (Members) for instructions.
  3. Add a staff login (Setup > Staff Login) for the member representative, and assign the access level created above to him/her. See Add Staff Member for instructions.
  4. On the contact's organization Profile tab, assign the individual to the organization as Assigned Staff. See Assign Staff to a Business/Organization for instructions.

Configure Designations


You may assign designations to individual contacts in your database. To configure designations:

  1. Click Setup in the left-hand navigation panel.
  2. Click Designations in the Miscellaneous section.
    Designations2.jpg
  3. Click the Orange plus icon.jpg icon.
  4. Enter the desired designation.
  5. Repeat steps 3 - 4 above to add additional designations.
  6. Click Save.