March 23, 2018

Donations: Adding New Givers (v17-v19)

In this video, learn about adding individuals, families and groups. From workbook D101, pgs 5 - 10. Presented 10/24/2017.
March 26, 2018

Membership: Label Criteria Options (v20 & Newer)

In this video, learn how to select the criteria for your labels. From workbook M203, pages 2 - 5. Presented 2/14/2018.
June 21, 2018

Membership: People Leaving Church – Termination vs Status Code (v20 & Newer)

In this video learn how to use the Inactive for persons leaving the church and the distinction between termination and status. Presented on 6/6/18.
June 21, 2018

Membership: Using the Search Features (v20 or Newer)

In this video, learn how to use the person lookup and find features in the Membership module. Presented on 6/13/18.
June 29, 2018

Membership: Member and Visitors Category (v20 & Newer)

In this video, learn about the changes to categories, set-up and utilizing the color-coding. Presented on 6/27/18.
July 13, 2018

Membership: Family Section Fields and Tabs (v20 & Newer)

In this video, learn about the new features in the family record section fields and tabs. Presented on 7/11/2018.
July 27, 2018

Membership: Working with the Grid (v20 & Newer)

In this video, learn how to work with the grid and toggle between the grid and records and other helpful features to allow you to use the grid to view, edit and create reports. Presented on 7/24/2018.
November 6, 2018

Membership: Creating Labels (v19 & Newer)

In this document, learn how to create labels for postal mailings.
March 7, 2019

Membership: Using the Find Grid (v20 & Newer)

In this video, learn how to use Person Lookup, Find, Finding on a code, Find Inactive people, Find on a Criteria and Find on a range combined with other information. Save a Find. Re-use or delete a Saved Finds.  Presented on 03/07/2019.
April 4, 2019

Membership: Family & Individual Photos (v20 & Newer)

In this video, learn how to attach photos to family and/or individual records. Presented on 04/04/2019.
April 9, 2019

Membership: Transferring Individuals (v21 & Newer)

In this video, learn how to transfer individual(s) and/or families to new or existing households. Transfer Membership individuals to Donations. Presented on 04/09/2019.
April 24, 2019

Payroll: 2019 State Taxes Special Situations

These documents will help handling states who have special tax or payroll situations for Church Windows Payroll 2019.