The resources include webinars, eBooks, fact sheets, and other practical materials which are organized by the following content areas:
We add new content frequently - so check back often!
Below are recordings of webinars that are currently provided.
The purpose of this webinar is to provide new users with an introduction to UX Online™, a guided tour of the navigation, an understanding of querying the system, as well as an exploration of each of the modules.
The purpose of this webinar is to provide clients with a general overview of basic invoice transactions and processing and a demonstration of basic transaction scenarios in the Events, Membership, and Product Sales modules.
The purpose of this webinar is to provide clients with a general overview of basic invoice adjustments and cancellation scenarios in the product sales, meetings, and membership modules.
The purpose of this webinar is to provide power users with the guidance they need to start customizing UX Online™ including field and form management.
The purpose of this webinar is to provide clients a general overview of creating, basic troubleshooting, and monitoring workflows.
Protech's Diana Glance and Bryan Goldman will give you the knowledge you need to navigate change through proper training. Watch the Complimentary Webinar
After a year’s worth of association meetings and conferences, avid event-goers Dan Dotter, Charlie Sapienza, from Protech Associates and Teri Carden from ReviewMyAM, give you a recap of the year and their top 5 tech tips for 2019
Before you can begin using UX Online, you must complete some foundational setup procedures.
Explains image file requirements
Add sub-grids to a custom form for improved navigation
This section includes Advanced Find, Saved Views, E-mail, Invoices, Account and Contact Record Maintenance and more.
Explains how to create dashboards in order to display data
Learn to navigate, enter data quickly, work with your Contacts and Accounts, and manage activities
Define global audit settings as well as define entity and field settings
Navigate UX Online with Browser and the PUG
Proactively manage duplicates and innacurate data already in your system
A quick guide to learning resources including, marketplace, Browser Bytes and PUG
Explains how to configure altenate bill to ship to address for invoices
Explains how to create a proposed invoice for sales purposes
Learn how to create a credit hold message
Understand how advanced find and saved views can be used to find and display data
Create a saved view
Understand how to modify a saved view
Learn how to share a saved view
Learn how to configure a global search or quick find functionality
Explains how to utilize activities, including phone, email, tasks, letters, appointments, etc. and notes
Understand how to sending emails online as well as using email templates
Learn how UX Online integrates with your back office accounting system, as well as the different types of transactions you can process, such as credit card processing, adjustments, and payment transactions.
Explains how to place credit holds on accounts or contacts
Add custom text at the end of each invoice report
Process automatic credit card payments for invoices using AutoPay
Create an automatic payment using a Payment Democratic record.
Issue a refund by check in seven easy steps
An overview of invoice record view including the various components and interface
Learn how to manage your organization's Membership including renewal setup and billing transactions and processes.
Change membership benefits during the renewal year using Upgrade/Downgrade Membership
Create formatted reports that can be generated against individual records
Utilize the Deceased Contact Utility to update relevant information
Set up single and multi-year installment membership schedules
Specify Contact Preferences for a contact record
Understand how to cancel a membership from a membership invoice
Describes how to renew organizational membership including organizationan and chapter memberships
Define the General Ledger Accounts by creating default membership and chapter dues billing product
Demonstrates how to create and calculate invoice detail line items for pricing a new member and renewal invoices
Learn to create renewal and chapter benefits
Demonstrates creating membership benefit prices within the benefit rate
Demonstrates creating membership benefit rates
Explains configuring current cycle and next cycle proration
This section discusses creating regions and chapters, officers and ZIP code cross-references.
Demonstrates how to create a chapter in UX8
Product setup for your organization can apply to several things, including products to support membership dues, subscriptions, payments, etc. This section also discusses freight, taxes and order fulfillment.
Process a simple product sales invoice from transaction through application of payment
When your organization holds events, such as annual conferences, meetings, or seminars, you can use UX Online to manage all of the details for those events, such as registrations, sessions, meeting locations, facilities, speakers, and exhibits.
Basics of event meeting setup by learning how to setup a simple meeting
Did you know you can copy registration, session, and facility information from an existing meeting to a new meeting, eliminating the need for re-entering the similar data? When you copy a meeting, you have the option to copy sessions and registrations only, or to copy sessions, registrations, and facilities to the new meeting
If you have administrative rights, this is the section where you will find System settings, product updates and privacy preferences.