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- Kavi® Billing
- Kavi Billing Help
Table of Contents
I. Kavi Billing Concepts
1. Kavi Billing's Role in the Accounting Process
2. Billing Statuses
3. Payment Methods
4. Integration with other Applications
II. Kavi Billing FAQ
5. FAQ
III. Kavi Billing Account
6. Manage my Company's Account
7. Manage my Account
8. Pay a Bill (Public Pages)
9. Pay a Bill
IV. Kavi Billing Reports and Downloads
10. Account Balances Report
11. Bill Data Report
12. Account Activity History
13. Full Activity Log
V. Kavi Billing Admin Tools
14. Add a User Account
15. Add a Company Account
16. Manage an Account
17. Delete an Account
18. Add a Bill
19. Manage a Bill
20. Edit a Bill
21. Complete a Payment
22. Refund a Bill
23. Cancel a Bill
24. Delete a Bill
25. Send Template Email
26. Manage Templates
27. Add Template
28. Edit Template
29. Delete Template
30. View Overdue Notice Schedules
VI. Kavi Billing Super Admin Pages
31. Manage Organizational Properties
32. Manage Payment Methods
33. Schedule Overdue Notices
34. Automate New Accounts
VII. Appendixes
A. Configuring Kavi Billing for the First Time
B. Bill and Account Data
- Kavi® KOrg
- Kavi KOrg Help
Table of Contents
1. Welcome to Kavi Workspace!
2. Your Website Access
3. Familiarizing Yourself with Kavi Tools
4. Roles and Responsibilities
5. Kavi Product Documentation Disclaimer
The Kavi Glossary
- Kavi® Commerce
- Kavi Commerce Help
Table of Contents
I. Kavi Commerce Concepts and How-tos
1. How Kavi Commerce Works
2. Viewing and Managing Transactions
3. Transaction Status Descriptions
4. Security Codes
5. ECommerce Security in Kavi Membership
6. Gateway Messages
II. Information for Credit Card Holders
7. How Your Credit Card is Processed
8. Your Credit Card Security Code
9. Special Transactions and Account Statements
10. Help! My Credit Card Wasn't Accepted
III. Kavi Commerce Admin Tools
11. Manage a Transaction
12. Issue a Refund
13. Complete a Transaction
IV. Kavi Commerce Super Admin Tools
14. Configure Kavi Commerce
15. Configure Kavi Commerce Payment Gateway
- Kavi® Edit
- Kavi Edit Help
Table of Contents
1. Core Concepts
2. Edit Content Tab
3. Edit Source Tab
4. Manage Pages Tab
5. Navigation Tab
6. Finish Session Tab
7. Access
8. Editor Admin Tools
9. Assign Editors
10. Assign Editor Types to Pages
11. Manage Editor Types
12. Editor Activity History
13. KaviŽ Edit Frequently Asked Questions
14. Browser and Known Issues
15. Default Types and Roles
- Kavi® Mailing List Manager
- Kavi Mailing List Manager Help
Table of Contents
I. Concepts
1. Introduction to Kavi Mailing List Manager Help
2. Mailing Lists and Aliases
3. Managing Your Mailing List Subscriptions
4. Posting Messages to a Mailing List
5. Composing Email to Post to a List
6. Email Commands
7. How Email Really Works
8. Mailing List Moderation
9. How to Moderate a Mailing List
10. Managing Mailing Lists
11. Managing Aliases
12. How Mailing Lists Work
13. Subscription Types and Subscriber Lists
14. All About Dynamic Members Mailing Lists
15. Mailing List Archives
16. Access Control
17. Application Integration
18. What You Need to Know About Spam
19. Virus Scanning and Spam Blocking
20. How to Add a Mailing List
21. Mailing List Use Cases and Sample Configurations
22. Mailing List Policy and Usage Statements
23. Changing List Type Options
24. Logging and Reports
25. Mailing Lists and Ezmlm
26. List Types
27. Adding and Editing Custom List Types
II. Troubleshooting Guide
28. Introduction to Troubleshooting Email
29. Access the Full Header for Email Troubleshooting
30. Analyzing Email
31. Bounces and Automated Bounce Handling
32. Site Response
33. How to Use the Email Troubleshooting Flowcharts
34. Help, I Can't Unsubscribe!
35. Why Didn't Bob Get this Email?
36. Email Seems Slow, What Is Going On?
37. How Did this Message Get Through?
38. What Does this Message Mean?
39. Who Received this Message?
40. Why Did I Get this Email from your Organization?
III. Kavi Mailing List Manager FAQ
41. KaviŽ Mailing List Manager FAQ for Users
42. KaviŽ Mailing List Manager FAQ for Administrators
IV. Kavi Mailing List Manager User Tools
43. My Mailing Lists
44. Mailing List Home
45. List Archives
V. Kavi Mailing List Manager Admin Tools
46. Add a Mailing List
47. Manage Mailing Lists
48. Edit a Mailing List
49. Delete a Mailing List
50. Members Mailing Lists
51. Add a Dynamic Mailing List
52. Manage a Dynamic Members Mailing List
53. Edit a Dynamic Members Mailing List
54. Delete a Dynamic Members Mailing List
55. Mailing List Home
57. Add Subscribers
58. Edit Mailing List Subscribers
59. Edit a Public Subscriber's Email Address
60. Manage Subscriptions
61. Add an Alias
62. Manage Aliases
63. Edit an Alias
64. Delete an Alias
65. Subscriber Report
66. Inactive Subscriber Report
67. Subscriber Logs
68. Bounce Report
69. Mail Delivery Logs
70. Full Logs
71. Mail Transfer Agent Status
72. Moderate Pending Messages
73. View/Moderate Pending Message
74. List/Alias Name Lookup
75. Examine Mail Headers
VI. Kavi Mailing List Manager Super Admin Tools
76. Manage List Types
77. Add a List Type
78. Edit a List Type
79. Delete a List Type
80. Change List Type Status
81. View a List Type
82. Edit Mailing List Text
83. Set Maximum Allowed Message Size
84. Synchronize Lists
85. Configure Bounce Report Summary
VII. Appendix
A. Default Email, Mailing List and System Aliases
B. Default List Types
C. Announce Only
D. Closed Private Discussion
E. Moderated Private Discussion
G. Moderated Public Discussion
H. Newsletter
I. Public Discussion
K. Kavi Mailing List Manager Default Role
L. Ezmlm Quick Reference Guide
M. List Features
N. Mail Log Samples
O. Posting Access
P. Sample Policy and Usage Statement
- Kavi® Members
- Kavi Members Help
Table of Contents
I. Kavi Members Concepts and How-tos
1. Member Management for Your Organization's Website
2. Managing Companies and Users
3. Addresses
4. Managing Addresses
5. Purpose
6. Rosters and Directories
7. Logging
8. How to Configure Kavi Members
9. Accepted Domains
10. User and Company Privacy Options
11. Access
12. Status, Activation and Deletion
13. Roles
14. Types: Company, User and Contact Types
15. Company Types
16. Contact Types
17. User Types
18. How to Manage Access
19. Company Representative Signup
20. Scheduled Email
21. How to Schedule Email
22. Using Website Tools to Send Email Manually
23. How to Add Records through Upload Data
24. How to Edit and Delete Records through Upload Data
25. How to Add Memberships through Upload Data
26. How to Change Purpose
27. Creating Custom Reports in Report Builder
28. Kavi Membership
29. Membership Workflow
30. Membership Configuration Overview
31. Membership Application Processes
32. Membership Renewal
34. Billed Memberships
II. Kavi Members Public Area Tools
36. Company Representative Signup
37. Company Membership Application
38. Individual Membership Application
39. Membership Status
40. Review Application
41. Membership Renewal
42. Membership Renewal Form
43. Reset Password
44. Choose a New Username and Password
45. View Access Configuration
III. Kavi Members User Tools
46. Edit Your Account
47. Change Password
48. Manage Memberships
49. Company Roster
IV. Kavi Members Company Tools
50. Edit a Company
51. Add a User
52. Edit a User
53. Change User Status
54. User Activity History
55. Manage Company Roster
56. Manage Memberships
V. Kavi Members Directories and Rosters
57. Limit Companies
58. Limit Users
59. Configure Company Directory
60. Configure User Directory
61. Configure Roster
62. Manage Status
63. Edit Text
VI. Kavi Members Reports
64. Run a Report
65. User Activity History
66. User Activity Log
67. Company Activity History
68. Company Activity Log
69. Full Activity Log
70. Companies Over Time Graph
71. Users Over Time Graph
72. Users and Companies by Type Graph
73. Membership Expiration Over Time Graph
74. Membership by Type Graph
VII. Kavi Members Admin Tools
75. Add a User
76. Manage a User
77. Edit a User
79. Delete a User
80. Change Username and Password
81. Change User Status
82. Add User Activity Record
83. Add a Company
84. Manage a Company
85. Edit a Company
87. Delete a Company
88. Change Company Status
89. Add Company Activity Record
90. Company Representative Applications
91. Manage a Company Representative Application
92. Individual Membership Applications
93. Manage an Individual Membership Application
94. Company Membership Applications
95. Manage a Company Membership Application
96. Send Simple Email
97. Send Template Blast to Users
98. Send Template Blast to Company Representatives
99. View Email Schedule
100. View a Scheduled Email
101. Edit an Individual Membership
102. Renew an Individual Membership
103. Replace an Individual Membership
104. Delete an Individual Membership
105. Edit a Company Membership
106. Renew a Company Membership
107. Replace a Company Membership
108. Delete a Company Membership
VIII. Kavi Members Super Admin Tools
109. Set Organizational Properties
110. Configure Company Representative Signup
111. Configure Privacy Options
112. View Access Configuration
113. Manage Roles
114. Add a Role
115. Edit a Role
116. Delete a Role
117. Manage User Types
118. Add a User Type
119. Edit a User Type
120. Delete a User Type
121. Manage Company Types
122. Add a Company Type
123. Edit a Company Type
124. Delete a Company Type
125. Manage Contact Types
126. Add a Contact Type
127. Edit a Contact Type
128. Delete a Contact Type
129. Configure Global Membership Applications
130. Manage Company Membership Types
131. Add Company Membership Type
132. Edit Company Membership Type
133. Delete Company Membership Type
134. Configure Company Membership Applications
135. Manage Individual Membership Types
136. Add Individual Membership Type
137. Edit an Individual Membership Type
138. Delete Individual Membership Type
139. Configure Individual Membership Applications
140. Configure Addresses
141. Manage Company Address Types
142. Manage User Address Types
143. Add an Address Type
144. Edit an Address Type
145. Delete an Address Type
146. Deactivate an Address Type
147. Activate an Address Type
148. Manage Email Schedule
149. Manage a Scheduled Email
150. Schedule an Email
151. Edit a Scheduled Email
152. Delete a Scheduled Email
153. Change Scheduled Email Status
154. Manage Email Templates
155. Add an Email Template
156. Edit an Email Template
157. Delete an Email Template
158. Upload Data
159. Manage Activity Types
160. Add an Activity Type
161. Manage Fields
162. Add a Data Field
163. Edit a Data Field
164. Delete a Data Field
165. Report Builder
166. Manage a Report
167. Add a Report
168. Clone a Report
169. Edit a Report
170. Delete a Report
171. Change Report Status
172. ANSI Interest Category
173. Change a Company's Purpose
174. Change a User's Purpose
175. Check Data Integrity
176. Generate Login Keys
177. Delete Logs
178. Configure Kavi Members: All Options
179. Installed Member Directories and Rosters
IX. Appendix
A. Preparing CSV Files for Upload Data
B. Address Data Fields
C. Predefined Company Data Fields
D. Predefined Membership Data Fields
E. Predefined User Data Fields
F. Field Types
G. Kavi Members Report Types
H. Kavi Members Default Roles
I. Kavi Members Default Types
J. Kavi Members Default Scheduled Email and Templates
K. Kavi Members Email Template Variables
L. Company and User Purpose Compatibility
- Kavi® Groups
- Kavi Groups Help
Table of Contents
Group Administrator Overview
Roles and Privileges
All Groups
My Groups
Personalize My Groups
Using Search
Full Text Search
Group Home Page
View Group Home Page as a Visitor
Deny Membership Notification
Charters and Chairs
Edit Group Setup
Edit Group Charter
Edit Group Notes
Add New Subgroup
Modify Email Templates
View Group Roster
Manage Group Roster
Manage Group Roster by Attendance
Add New Group Member
Join a Group
Meeting Attendance Report
Modify Group Member Role
Remove Group Member
Resolve Pending Membership Requests
General Membership Calendar
Add an Event to the General Membership Calendar
Group Calendar
Event Details
List All Events by Date
Track Event Attendance
Add an Event
Manage an Event
Modify an Event
Cancel an Event
Uncancel an Event
Delete an Event
What is a Document
Manage Documents
Autoname Documents
Add a New Document or Document Revision
Modify Document Details
Copy a Document
Delete a Document
View a Document Comment
Add a Document Comment
View a Document
Group Documents
Document Details
Shared Documents
What is a Document Folder
Manage Document Folders
Add a Document Folder
Edit a Document Folder
Delete a Document Folder
All Ballots
Group Ballots
Ballot Details
Create a New Ballot
Preview a Ballot
Modify (or re-open) a Ballot
Edit Votes and Proxy Vote
Eligible Voters
Close a Ballot
Delete a Ballot
Cast a Vote
Associate a Document/Comment With Your Vote
Vote Details
Group Action Items
Action Item Details
Add an Action Item
Modify or Close an Action Item
Delete an Action Item
Email Threads
Send Mail to Group Mailing List
Groups Public Area
Public Ballots
Public Ballot Details
Public Calendar
Public Documents
Public Document Details
- Kavi Groups Help
Table of Contents