How-to articles for staff

Owned by Brian McLaren (Deactivated)
Last updated: May 13, 2021
1 min read

 

TitleCreatorModified
Event CancellationsDemetria Jones-DavisJan 12, 2024
How to send an ABI renewal for an individualBrian McLarenNov 07, 2023
Logging into Fonteva (non-production) for the first timeAnn TurnerJun 27, 2023
How to reinstall AIA branded event CSSBrian McLarenAug 02, 2022
Facilities payment processingAnn TurnerApr 14, 2022
Dues Installment Program Enrollment (DIP) Payment Decline ProcessingWanda ChambersFeb 24, 2022
Finding who needs to renew their ABI subscription this monthBrian McLarenFeb 10, 2022
How to set up an event that spans the end of the yearBrian McLarenFeb 01, 2022
My Account (Member Self-Service Features)Wanda ChambersJan 25, 2022
Dues Installment Program Enrollment (DIP) by Rapid Order EntryWanda ChambersJan 23, 2022
Creating a contactDemetria Jones-DavisNov 16, 2021
How to add Supplemental Dues to a Renewal using Generate BundlesWanda ChambersNov 15, 2021
Changing an Account on an Existing ContactWanda ChambersOct 13, 2021
Creating a new accountDemetria Jones-DavisOct 08, 2021
Create and Download Fulfillment ReportsWanda ChambersOct 07, 2021
Add a Fulfillment Request to a ContactWanda ChambersSept 27, 2021
Fonteva event schedule times are off in BoomsetAnn TurnerAug 30, 2021
Contact SectionsDemetria Jones-DavisAug 13, 2021
How-to articles for staffBrian McLarenMay 13, 2021
How to handle miscelaneous lockbox processesBrian McLarenMay 13, 2021
How to run ACH reports for International ChaptersBrian McLarenJan 28, 2021
How to cancel an e-check that is returned for insufficient fundsBrian McLarenDec 21, 2020
Adding new membership to a contactDemetria Jones-DavisNov 24, 2020
Upgrade to ArchitectDemetria Jones-DavisNov 24, 2020
Event image size recommendationsTami HuckfeldtNov 20, 2020
How to customize the navigation barAnn TurnerNov 18, 2020
How to process an ACH DistributionBrian McLarenNov 01, 2020
Deleting line items on a sales orderDemetria Jones-DavisOct 30, 2020
Find and view sales ordersDemetria Jones-DavisOct 30, 2020
Generate BundleWanda ChambersOct 30, 2020
How to refund duesWanda ChambersOct 30, 2020
How to apply membership dues waiversWanda ChambersOct 30, 2020
How to add an Emeritus Magazine to a Sales OrderWanda ChambersOct 30, 2020
How to apply an ArchiPac DonationWanda ChambersOct 30, 2020
How to Cancel a MembershipWanda ChambersOct 30, 2020
Creating an event agendaBrian McLarenOct 29, 2020
Creating speakers for an eventBrian McLarenOct 29, 2020
AIA staff documentationAnn TurnerOct 28, 2020
How to update accountsAnn TurnerOct 28, 2020
How to update contactsAnn TurnerOct 28, 2020
Find and view contactsAnn TurnerOct 28, 2020
Find and view accountsAnn TurnerOct 28, 2020
How to reverse a declined e-checkBrian McLarenOct 21, 2020
How to find and run existing reportsAnn TurnerOct 13, 2020
Viewing Receipt on FontevaDemetria Jones-DavisOct 12, 2020
How to create a proof of a renewal sales order pdfBrian McLarenSept 28, 2020
Renew a MembershipWanda ChambersSept 22, 2020
Upgrade to EmeritusDemetria Jones-DavisSept 15, 2020
Status ChangesDemetria Jones-DavisSept 15, 2020
Lockbox Import ProcessDemetria Jones-DavisSept 15, 2020
Applying PaymentDemetria Jones-DavisSept 15, 2020
Creating MembershipDemetria Jones-DavisSept 15, 2020
Back-end payment for attendee with no sales orderAnn TurnerAug 27, 2020
How to input yearly price rulesBrian McLarenAug 06, 2020
How to register someone through the back-end in FontevaAnn TurnerAug 05, 2020
Creating a sales order with Rapid Order EntryDemetria Jones-DavisAug 05, 2020
Using the App launcherBrian McLarenJul 29, 2020
Navigating FontevaAnn TurnerJul 29, 2020
Using the navigation barAnn TurnerJul 28, 2020
How to create a Fonteva user account for event registrationAnn TurnerJul 28, 2020
Using the global search boxAnn TurnerJul 28, 2020
Setting up a chart of accountsAnn TurnerJul 28, 2020
RefundsAnn TurnerJul 28, 2020
What are the image sizes in the Fonteva Mobile AppBrian McLarenMar 11, 2020
Creating venuesBrian McLarenDec 18, 2019
Setting-up an eventBrian McLarenDec 12, 2019
Create/manage ticket inventoryTami HuckfeldtDec 10, 2019
Apply/Edit GL account codes to eventsAnn TurnerDec 04, 2019
Attach Forms (creating or editing)Tami HuckfeldtDec 04, 2019
Creating/Adding a sponsor to an eventBrian McLarenNov 25, 2019
Editing a sponsor or creating a featured sponsorBrian McLarenNov 25, 2019
Creating Event StatusesTami HuckfeldtNov 20, 2019
Editing an event ticketTami HuckfeldtNov 19, 2019
Creating ticket typesBrian McLarenNov 19, 2019
Creating sponsor packagesBrian McLarenNov 19, 2019
Editing a Sponsor PackageTami HuckfeldtNov 19, 2019
Editing an AgendaTami HuckfeldtNov 19, 2019
Editing a VenueTami HuckfeldtNov 18, 2019
Editing a SpeakerTami HuckfeldtNov 06, 2019
Preparing An Event (getting started)Tami HuckfeldtOct 31, 2019
Editing an existing eventBrian McLarenOct 23, 2019
Considerations for Event ProgramTami HuckfeldtOct 18, 2019
Considerations for Registration/TicketTami HuckfeldtOct 15, 2019
How to choose an Event Location/venueTami HuckfeldtOct 15, 2019
How to choose an Event DateTami HuckfeldtOct 09, 2019
How to write an Event Description and SummaryTami HuckfeldtOct 09, 2019
How to write an Event TitleTami HuckfeldtOct 09, 2019
How to add an non-event item to your event ticketsBrian McLarenJul 22, 2019
How to use themes and add images to your eventBrian McLarenJul 22, 2019
Configuring pages for your eventBrian McLarenJul 22, 2019
Using discounts for your eventBrian McLarenJul 22, 2019
Changing your event's statusBrian McLarenJul 22, 2019
Managing your ticket inventoryBrian McLarenJul 22, 2019
Using forms to collect more registration informationBrian McLarenJul 22, 2019
Registration cancellationAnn TurnerJul 22, 2019