Download members, animals, and transfers as CSV files.
Open Settings.
Open the Export Data tab. Click Generate Export Files. Return to this tab to download when the email arrives.
After Generate Export Files, the Export Data tab shows the export is queued and will appear when ready.
Society access has two kinds of login: administrators you manage under Settings, and members you invite from a membership record.
Open Settings, then Manage Admins.
Open the membership and send an invite from that record.
A PremiumBreed login is created from the Login page or from an invite on the membership record.
Use Register here! on the Login page, then complete Register.
Open the membership and send an invite to that person.
Create a PremiumBreed login from the Login page.
On the Login page, click Register here!.
Enter username, password, email, account type, prefix, animal type, and breed, then click Register.
After Register, the confirmation or home screen shows you are signed up.
Invite a member to create their login from the membership record.
On the home dashboard open Latest Members and click View All.
Click the member Name to open the record.
Beside the email address click Send invite (or Resend).
The membership shows Invited with Copy invite link when the invite is ready.
Match the message on the Login page to the next action: reset the password, register, or sign in.
Wrong password: click Reset it. No account: click Register here!.
If Login works but membership data is missing, invite or link the user from the membership record.
If Login works and the membership is missing, invite or link the member from the society membership record.
On the home dashboard open Latest Members and click View All.
Click the member Name to open the record.
Beside the email address click Send invite (or Resend).
The membership shows Copy invite link when the invite is ready.
Change history is the audit trail on a record. Open Audits from the membership or from the animal.
Open the member and click Audits.
Open the animal and click Audits.
If an audit row is not enough, lodge a support request with the record type, ID, and time.
Open My Support Requests Queue and click create.
My Support Requests Queue lists the new request.
Member invoices live on the home dashboard under Latest Invoices. Open an invoice to receive payment or review the lines.
Record money against an issued invoice.
On the home dashboard open Latest Invoices and click View All.
Click the invoice Name to open it.
Click Receive Payment. Choose the method and complete the form.
The invoice payment list shows Successful.
Find recorded payments on the Payments list.
On the home dashboard open Latest Payments, then View All. Each payment links back to its invoice.
Add a payment from the invoice grey bar Receive Payment.
Payments Recieved lists Successful payments.
