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Wiki for Staff
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Training videos
How-to articles for staff
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Apply/Edit GL account codes to events
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Attach Forms (creating or editing)
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Creating a sales order with Rapid Order Entry
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Changing your event's status
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Configuring pages for your event
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Considerations for Event Program
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Considerations for Registration/Ticket
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Create/manage ticket inventory
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Creating/Adding a sponsor to an event
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Creating an event agenda
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Creating Event Statuses
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Creating speakers for an event
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Creating sponsor packages
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Creating ticket types
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Creating venues
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Editing an Agenda
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Editing an event ticket
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Event image size recommendations
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How to add a new engagement type to the History table
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How to choose an Event Date
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How to create a Fonteva user account for event registration
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How to find and run existing reports
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How to input yearly price rules
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How to register someone through the back-end in Fonteva
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How to update accounts
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How to update contacts
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How to use themes and add images to your event
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How to write an Event Description and Summary
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How to write an Event Title
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Managing your ticket inventory
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Navigating Fonteva
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Preparing An Event (getting started)
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Registration cancellation
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Renew a Membership
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Setting-up an event
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Using discounts for your event
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Using forms to collect more registration information
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Using the App launcher
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Using the global search box
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Using the navigation bar
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Applying Payment
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How to customize the navigation bar
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Deleting line items on a sales order
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Creating Membership
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Find and view sales orders
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Logging into Fonteva (non-production) for the first time
Creating a new account
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Creating a contact
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What are the image sizes in the Fonteva Mobile App
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Contact Sections
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Lockbox Import Process
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Upgrade to Architect
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How to create a proof of a renewal sales order pdf
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Viewing Receipt on Fonteva
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Generate Bundle
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How to add Supplemental Dues to a Renewal using Generate Bundles
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How to refund dues
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How to apply membership dues waivers
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How to add an Emeritus Magazine to a Sales Order
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How to apply an ArchiPac Donation
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How to Cancel a Membership
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How to process an ACH Distribution
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How to reverse a declined e-check
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Back-end payment for attendee with no sales order
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Refunds
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Setting up a chart of accounts
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DRAFT - Not Complete - Applying payments
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AIA staff documentation
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How to cancel an e-check that is returned for insufficient funds
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How-to articles for staff
How-to articles for staff
Brian McLaren (Deactivated)
Tami Huckfeldt (Unlicensed)
Owned by
Brian McLaren (Deactivated)
Last updated:
May 13, 2021
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