October 19, 2018

Membership: Data Setup (v20 & Newer)

In this video, learn about the portal and special functions, settings and options for data entry. Presented on 10/9/2018.
November 2, 2018

Membership: Skills and Interests Setup (v19 & Newer)

In this video, learn about setting up the Skills and Interests, also known as Time and Talents. Presented on 10/30/2018.
November 2, 2018

Membership: Attendance Reporting Additions (v19 & Newer)

In this video, learn about using the attendance worksheet, summaries by person, events or classes reports and options. Presented on 10/31/2018.
April 3, 2019

Donations: Special Donation Gifts (v19 & Newer)

In this video, learn how to handle In Kind Gifts and Gifts of Stock. Presented on 04/03/2019.
April 17, 2019

Accounting: Asset Direct Purchase (v19 & Newer)

In this document, learn how to handle the direct purchase of an asset.