Refunding Pre-Authorized Debit (PAD) Payments
Pre-authorized debit, or PAD subscriptions, allow members to pay their annual renewal fees in advance with equal monthly installments rather than a single lump-sum payment. PAD payments accumulate throughout the year until the next time renewal comes around, at which point all those payments are applied to the newest renewal. This way, members can pay […]
Email Best Practices
Every regulatory authority needs to communicate effectively with its membership, and emailing is often the most convenient way. Alinity makes it easy to send beautiful mass emails, but there are still some best practices you should be following to create the most effective emails possible. Profile Update Basics Email records are one of the largest […]
Latest updates – Task assignments, new widgets, and email archives
This week’s updates: Task assignments from forms My tasks dashboard widget Disk space summary dashboard widget Email archives System administrator login warning Visual cues for payment information Online payment deposit date editing Performance enhancements and bug fixes The latest version of Alinity is continually being improved, with new updates released regularly. Performance and security updates […]
Preference Groups
Preference Groups are used by Alinity to track user’s preferences regarding a wide variety of criteria. For example, clients can use Alinity’s Preference Group features to survey members about their willingness to participate in various committees, or to capture consent for receiving newsletters or distributing data to 3rd party partners. In this post, we’re going […]
Latest Updates – Learning Plan Editing, Mass Deposit Date Editing, and Avoiding Duplicate Payments
This week’s updates: Learning plan activity editing after approval Optional split payment disabling Mass deposit-date editing Instant export download feedback Avoiding duplicate payments Locking accounting periods Automatic renewal into standard register sections Automatic requirement compliance checking Daylight savings calculation and auto-adjustments Bug Fixes and performance enhancements The latest version of Alinity is continually being improved […]
Latest Updates – Expanded Supervisor Relationships, Improved Email Searching, and Payment Search Refinements
This week’s updates: Expanded supervisor relationships Improved email searching Payment search refinements Application category queries Self-employed and corporate ownership updates New exports for Database Management Performance and security updates Bug fixes The latest version of Alinity is continually being improved, with new updates released regularly. Performance and security updates are included in virtually every release, […]
Latest Updates – New Payment Queries and Multi-Select Defaults
This week’s updates: New payment queries Multi-select defaults Administrator announcements Faster approval of renewals Improved Public Directory enhancements Performance and security updates Bug fixes The latest version of Alinity is continually being improved, with new updates released regularly. Performance and security updates are included in virtually every release, alongside new features to help improve member […]
Configuring Your Dashboard
An association management software solution developed specifically for regulatory authorities, Alinity isn’t just customizable to your organization, it’s customizable down to the user. In addition to new personalized default queries, staff can also configure their own, personalized dashboard to give themselves at-a-glance statistics about the workflows most important to them. Configuring Your Dashboard Configuring your […]
Latest Updates – Welcome to your dashboard!
This week’s updates: Welcome to your dashboard! Credit card processing improvements Multiple reasons for requiring reviews Performance and security updates The latest version of Alinity is continually being improved, with new updates released regularly. Performance and security updates are included in virtually every release, alongside new features to help improve member experience, administrative efficiency and […]
Latest Updates – Continuing Education Reporting
This week’s updates: Continuing education reporting Optional employee/supervisor relationships as licensing conditions Performance and security updates The latest version of Alinity is continually being improved, with new updates released regularly. New features for both base and optional modules help improve member experience, administrative efficiency and streamline workflows. Continuing education reporting As part of their continuing […]
English 
French