Popular Services

We can help provide general technical support for any request that doesn't fit the services above. Start here to work with any of our application support specialists.

Each month, the AOA hosts a call with all participating onboard affiliate users and stakeholders to collaborate, inform, and support your needs! This call is hosted through the Zoom platform and registration is required!

Using a database system such as Personify duplicate records are inevitable. No matter the source, duplicate records in Personify can be merged. We ask that you report these records to us so we can analyze the pair, prep the records for the merge process, and finalize the merge in Personify.

It can be a challenge to know what courses are right for you. We want to make it easy! Look into this quick FAQ about how to select the proper training, or the training that is right for you, and/or your team!

AOA recognizes that event management can be just one aspect of our affiliate's day-to-day operations. We offer event management services to help make you more efficient, getting you back to advocating for the profession, and serving our constituents.

For a full schedule of events for this Go Live Workshop, click the link above!

9/24/2020 at 1:00 PM CT
Personify uses the Batch/TRS system to handle significant processes in Personify, such as invoicing, automatic payment processing, payment import processing, renewals, etc. These jobs are used to update information in mass and provide an output when needed. Learners will become comfortable with the batch/TRS job submission screen and learn about applications the association will need to run.

Your affiliate website is supported, and our staff is ready to assist you with content management updates, new website features, and assist with your member's online and e-commerce experience they have with your association.

Proficiency assessments are a great way to prove your mastery of the objectives for a training course! We encourage all users to take an assessment!

Accounting & Order Entry are both base subsystems within Personify which touch many additional subsystems. It's important before becoming an expert in membership, meetings, inventory products, etc. that you have a good understanding of how the accounting transactions and orders are used within Personify. Empower yourself with the knowledge of how transactions are applied to orders, as well as invoices are sent to members. Participants will also learn how to navigate the order entry screen in Personify and all its components.

All aspects of our business revolve around members and nonmembers. This course will educate participants on how to read a membership order in Personify and distinguish between a member record vs a non-member record. This training will also cover the federated membership dues model.

9/29/2020 at 10:30 AM CT
On a regular interval, Personify recommends invoicing your customers using the ORD660 batch/TRS job. This invoice can be generated in paper or via email notification. Learners will understand how to run the ORD660 job with the appropriate parameters to maximize their collection efforts.

Join us for a multi-day workshop on the event and exhibitor modules within Personify360. This workshop will provide learners on how to use Personify as the primary AMS for meeting/event management. The workshop will facilitate any discovery and implementation of the meetings/events, facilities, subsystems within Personify. Learners should have a moderate understanding of how the accounting, order entry and customer subsystems within Personify along with established processes for each. This event will string together existing courses offered by the technical training & support team.

Digital content delivery is the setup of intellectual property products in Personify, that are once purchased downloaded by the user on the web. Participants review the process to setup a new product in Personify using the digital content delivery subsystem in addition to setting the digital content controls associated with the products. Trainees will also learn how to create, maintain orders in Personify and work with digital content delivery products on the web.

Personify can control a constituent’s solicitation preferences through the CRM360® record. Participants will learn how to update/manage constituent contact information and how they are added/removed from the solicitation reports. You will also learn how to use the AOA Publishing report in Data Analyzer and how to request email and mailing lists from the information technology center.

Doctors of optometry can now join the AOA and an affiliate directly through the website. This is completed through the online join web application. These potential members, also known as provisional members, are crucial to the organization. Participants will have the tools and knowledge to assist these members through the online join process. You will learn how proforma membership orders are generated, how to work with notifications sent to new members and affiliate staff.

The inventory products subsystem can have a lot of moving parts. This overview will take users through the setup of the software required to create, manage, and sell any intellectual property through the back office of Personify or an online eCommerce website like the Marketplace. Participants are encouraged to take this course if they are interested in selling any product through Personify.

Personify comes with several reports used in conjunction with inventory product sales, receipts, and other accounting transactions. Participants will learn how to run, read, and analyze these reports using a variety of batch/TRS jobs, Webi reports, and online reports.

Learners will be trained on how to search for and manage constituent records within Personify. This is done in CRM360®. You will work with background information, involvement history, contact information, and much more. Included with this training is a brief overview of the Contact Tracking module.

Product fulfillment takes learners from the start to finish process of how orders are shipped in Personify. This training also reviews how inventory is created and maintained within the system.

Are you having a challenge choosing the right training? Maybe you need a little consultation on how to select the training that suits your needs! Our technical training course catalog contains a wide variety of courses at multiple levels. We can also sit with you to help you make your selections. Request a consultation today!