Friday's Doubleknot News - Vol. 117
5/31/2013


Tip of the Week: Copy an Event

One of the enhanced functions in Doubleknot that saves time is our COPY function. It copies all the event setting and gives you the option to copy any related information such as forms, payment schedules and discounts. Also, by copying an event, you keep in tact all the historical information of the existing event. The copy feature can be found in the list of actions when managing an event.

Reset Password

We are all human and have a tendency to forget things - passwords namely. So let's say you receive a call from a constituent that they have forgotten their password and userid for an event they signed up for months ago. You can direct them to use the Forgot Password link on the Logon page or you can input their email and have the system send them instructions. Here's the steps for you to do it for them:

  • Click on Client Logon
  • Click on Forgot Password and enter the email on file, then click Send E-Mail
  • Your user will be sent a hyperlink that will allow them to reset their password

If they call to say they didn't received the reset link, ask them to check their spam folder as it could be sent there based on their email settings.


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