Service Article
All articles that are built to support the servicing of the AAHA member.
- Helping members who need assistance accessing their membership ID's or other information.
- How to Set Up a Task in HubSpot
- International Invoicing SOP
- How to remove a Dues Billing Reactivation Fee Correctly
- Set Up Payment Plan/Installment Payments in NetForum iWeb /For internal use only
- Pipeline Ticket Process in HubSpot
- Merging Duplicate Records in NetForum
- Emails being received in employees Outlook Inbox instead of HubSpot.
- VCA Practice Overage email to Member/Practice
- Overdue balance on Accreditation Kit order Action
- Unpaid Initial AAHA Member Dues - Accreditation Kit Order Delayed
- Changing, Adding or Deleting an Address under an Individual’s Record
- Linking an Individual not in NetForum – CRM MODULE
- Linking an individual to organizations record if the Individual is already in NetForum
- Unlinking an Individual from an Organization
- Corporate Practice Linking in NetForum
- Changing or Adding Staff Roles in NetForum
- Linking an Individual not in NetForum – CRM MODULE
- Adding an Organization in NetForum
- Transferring MVP - Territory Team - Hospitals from Pre-Accred to Accred
- VMI - REGISTRATION Information for 2025
- Pet owner complaint talking points and process
- Dialpad Agent Status Guidelines
- Accreditation Deals Workflow
- How to handle VMX Lead responses.
- How to create a ticket in HubSpot for incoming calls
- NetForum Cleanup Phase 1 - 2024
- 2024 Accredited Practice of the Year (APOY)
- How to manage your tickets in HubSpot
- 2024 Member Cancellations Workflow
- AAHA Award for Proficiency in Primary Care [formerly Student Award Winner]
- Accreditation Specialist and Customer Engagement Call Coverage
- Processing Bill Butler's book for customers.
- Processing WebForm Requests
- Dues Payment SOP for Calling Campaign 2025 - Customer Engagement
- Collections Workflows
- Trends & JAAHA Going Digital: Messaging Points
- Webinar Recording Availability
- Shipping for Hawaii Orders
- New Trends Online Subscription Communication & Rates and Order Form
- Processing Accreditation Kit Orders
- VTOY Nomination Awards - Free Individual Membership
- Dues Renewal Talking Points
- When members need to order name tags for their hospital?
- How to handle Advantage Inquiries