October 13, 2015

Membership: Cleanup (v17 – v19)

When it's time to clean up Membership and Visitors databases, here's a great visual overview of where to start.
February 21, 2017

Membership: Handling Terminations & Cleanup Tips (v17-v19)

In this video, learn how to indicate when people leave the church and including additional record cleanup hints. Presented 12/08/2016.
June 14, 2017

Donations: Transfers, Changing Numbers and Estates (v17 & Newer)

In this video, learn how to transfer donations, Terminate/inactive givers, gifts from estates and change giver #. Presented 5/10/2017.
June 4, 2019

Membership: Sample Reports (v19 & Newer)

In this video, learn how to generate a No Giving/No Attendance Report.  Presented on 06/04/2019.