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.
April 28, 2026
In this document, learn how to keep giving with the surviving spouse after their spouse passes away. Presented 04/28/2026.