March 10, 2026
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 7, 2026
In this document, learn the steps to submit a ticket with Summit via their website.
April 14, 2026
In this video, learn about the difference between giving accounts and income accounts. Presented 04/14/2026.
April 27, 2026
In this document, learn about the April 2026 Microsoft Update, that affects Remote Desktop Protocol, which you may notice after logging into TruGrid or Kloud9.
April 28, 2026
In this document, learn how to keep giving with the surviving spouse after their spouse passes away. Presented 04/28/2026.
May 6, 2026
In this document or video, learn how to post a direct purchase of an asset. Presented on 05/14/2026.
May 12, 2026
In this video, learn options to correct donations transferred to the wrong debit or credit account.. Presented on 05/12/2026.
May 14, 2026
In this document or video, learn how to create a family record and add individuals. Presented on 05/14/2026.
May 19, 2026
In this document, learn how to setup miscellaneous taxes for your state. Presented on 05/19/2026.