August 13, 2025
In this video, learn how to set classes to advance and use special functions to advance groups & classes. Presented on 08/13/2025.
August 26, 2025
In this video, learn about the groups/classes, addresses, comments, photo and other buttons on the individual record. Presented on 8/26/2025.
September 11, 2025
In this document or video, learn how to fix multiple entries for the same person. Presented on 09/11/2025.
September 25, 2025
In this video, learn how to enter a budget and view budget reports. Presented on 09/25/2025.
October 8, 2025
In this video, learn how to create a list of pledgers and export their contact information. Presented on 10/06/2025.
October 8, 2025
In this video, learn how to create pledge campaigns and enter pledges. Presented on 10/08/2025.
October 23, 2025
In this document or video, learn how to enter donations that are received in 2025 for 2026 pledges. Presented on 10/23/2025.
October 28, 2025
In this document or video, learn how to prepare for the new year. Presented on 10/28/2025.
November 6, 2025
In this video, learn when to use browse donations or posted batches. Presented on 11/06/2025.
November 18, 2025
In this document or video, learn how to renumber, rename, and delete accounts. Presented on 11/18/2025.
November 20, 2025
In this video, learn about the functionality of these reports. Presented on 11/20/2025.