March 10, 2026Membership: Basic Reports (v27 & Newer)In this document or video, learn how to enter criteria and build a basic report layout. Presented on 03/05/2026.
March 10, 2026Membership: Find Grid (v27 & Newer)Learn how to toggle between the grid, and a record, display field new fields, set column order, sort by field, and add/edit/delete data quickly. Presented on 03/10/2026.
April 14, 2026Donations & Accounting: Giving vs Income (v27 & Newer)In this video, learn about the difference between giving accounts and income accounts. Presented 04/14/2026.
April 28, 2026Membership & Donations: Surviving Spouse (v27 & Newer)In this document, learn how to keep giving with the surviving spouse after their spouse passes away. Presented 04/28/2026.