PACKAGE: All Membership Workbooks – Downloadable

$96.00

M101 - Membership 101 - Downloadable

Membership Data Entry, Program Version and Portal, Special Functions/Settings & Options, Set Anniversary Date Tab, Attendance Options Tab, Lookup Data Tab, Indiv./Family Pictures Tab, People Screen, Blank Data Entry Form, Categories, Adding a Family & Family Record tabs, Deleting a Family, Adding Individuals, Deleting an Individual, Prior and Next, Person Lookup, Individual Record Tabs,  Groups/Classes & Skills/Interests, Address/Phone/Email, Comments, Photo, Printer/Map Address/Clipboard Button, Transfers, Transfer to Donations

M102 - Membership 102 - Downloadable

Types of Fields, Special List Fields, Customizing Fields, Add, Delete, Hide, Field Order, When an Individual or Family Leaves the Church, Searches using Find, Person Lookup, Find on a Code, Save a Find, Reuse a Saved Find, Delete a Saved Find, New Search, Working with the Grid, Toggle between People and Grid, Tagging Records, Display Fields, Column Order, Sort by Field, Search in Grid, Add/Edit/Delete Data Quickly, Using Mass Edit, Mass Edit to Enter Data, Mass Edit to Change Data, Undo Mass Edit

M201 - Membership 201 - Downloadable

Setting Up Groups/Classes, Add/Edit/Move/Delete Groups/Classes, Setting Up Skills/Interests, Add/Edit/Delete Skills/Interests, Assigning People into Groups/Classes and Skills/Interests, Create Labels for a Group/Class and Skill/Interest, Advancing Groups/Classes, Advance School Grades, Setting up Visits, Add/Edit/Delete Visits, Visit Reports

M202 - Membership 202 - Downloadable

Entering Attendance by Person or Count, Adding new Individual during Attendance Entry, Track Communion, Relabeling Fields, Comments, Viewing Attendance by Event/Group/Class, Editing/Deleting/Copying Attendance Information, Transfer Attendance, Browse Attendance, Attendance Worksheet, Attendance Summary by Person Report, Attendance Summary by Event/Group/Class, Attendance Report

M203 - Membership 203 - Downloadable

Printing Labels, Selecting People for Labels, Edit People Selection Screen, Giving/Pledging Selections and Accounts Tab, Sort Tab, Save Criteria, Creating Label Layout, Report Designer, Change Label Design, Sample Labels, Sending Emails, Setup Email Settings, Email and Individual, Re-use a Saved Email Message or Select a Signature, Email a Group of People, View Sent Email, Church Windows' Compliance with USPS Requirements, CASS Certification and NCOA Processing, Printing Bar codes on Labels, Mail Merge/Export

M204 - Membership 204 - Downloadable

Membership Reporting, Reports/Directory/Export, Step 1, Edit People Selection Criteria, And/Or, Add Giving/Pledging Selection Criteria, Accounts Tab, Sort Tab, Saving Report Criteria, Step 2, Options, Report Layouts, Report Options, Giving/Pledging Date Range, Organization Information, Standard Report Formats, Creating/Editing Basic Report Layouts, All Information, Directory, Custom Layout, Directory Export, Standard Membership Reports, Birth Date Report, Anniversary Report, Group/Classes and Skill/Interest Reports, Membership Dashboard, Attendance Graph, List Item Distribution Graph, List Items by Age Range Graph, Age Range Distribution Graph

M205 - Membership 205 - Downloadable

Using the Report Designer, Design Section, Standard and Data Controls, Sample Reports, Children’s Directory showing Parents’ Information Report, Pictorial Directory, Report of No Attendance and No Donations, Report using And/Or Buttons and the Use of Parentheses

EMailCW - Emailing from Church Windows - Downloadable

Entering Email Addresses, Setting Up Email Settings, Emailing from Membership & Donations, Emailing Reports & Donation Statements

SKU: Membership-PKG-DL Category: