September 7, 2022Membership: Advancing Groups/Classes (v22 & Newer)In this video, learn how to set Classes to Advance and Use Special Functions to Advance Groups & Classes. Presented on 09/07/2022.
September 13, 2022Membership & Donations: How to Setup a New Family, Gives with Family & Assign Giver # (v22 & Newer)In these documents or video, learn the Process to Check Gives with Family and Assign a Giver # to the Family Unit. Presented on 09/13/2022.
March 7, 2023Membership: Basic Reports (v24 & Newer)In this document or video, learn how to use this columnar report for most of your reporting needs. Presented on 03/07/2023.
March 28, 2023Membership: Mail Merge/Export (v24 & Newer)In this video, learn about selecting who should appear, saving the criteria, and selecting the report layout. Presented on 03/28/2023.
April 18, 2023Membership: Specialty Reports (v24 & Newer)In this video, learn how to generate the Birth Date and Anniversary Reports. Presented on 04/18/2023.
May 11, 2023Membership: Directory (v22 & Newer)In this document or video, learn how to add cell phones to the Directory Template. Presented on 05/11/2023.
June 15, 2023Membership & Donations: Transferring Individuals (v24 & Newer)In this video or document, learn how to Transfer Individual(s) and/or Families to New or Existing Households and Transfer Individuals to Donations. Presented on 06/15/2023.
July 19, 2023Membership: Reporting Part 3In this video, learn about the Directory, Mail Merge/Export, and Directory Export. Presented on 07/19/2023.
August 15, 2023Membership: Advancing School Grade (v24 & Newer)In this video, learn how to Advance School Grades in Special Functions for the New School Year. Presented 08/15/2023.
October 5, 2023Donations: Handling Duplicates (v24 & Newer)In this document or video, learn how to fix multiple entries for the same person. Presented on 10/05/2023.
October 10, 2023Membership: Exporting Email Addresses (v24 & Newer)In this document, learn how to export email addresses. Presented on 10/10/2023.