September 3, 2020Membership: Family Categories (v22 & Newer)In this video, Adding, Editing or Deleting a Category and Color Coding. Presented on 09/03/2020.
September 22, 2020Membership: When an Individual or Family Leaves the Church (v22 & Newer)In this video, learn about Inactive, Inactive Wizard, Surviving Spouse/Family Members, and Inactive Date. Presented on 09/22/2020.
September 1, 2021Membership: Fields & Customizing (v22 & Newer)In this video, learn about Types of Fields and Special List Fields, Relabel/Hide, Add/Delete/Rearrange Fields, Adding List Field and Codes, and Delete/Hide Custom Fields. Presented 09/01/2021.
April 6, 2022Membership: Using the Search Features (v22 or Newer)In this video, learn how to use the person lookup and find features in the Membership module. Presented on 04/06/2022.
May 17, 2022Membership: Family Record Tabs (v22 & Newer)In this video, learn about the Name, Family Info, Comments, Photo, Other, and Files/Documents Tabs. Presented on 05/17/2022.
July 7, 2022Membership: Picture Directory (v22 & Newer)In this video, learn how to Customize a Photo Directory Template. Presented on 07/07/2022.
August 30, 2022Membership, Donations & Accounting: Attaching Files and Documents (v22 & Newer)In this video, learn to Attach Files or Documents throughout the Software. Presented on 08/30/2022.
December 14, 2022Donations: Emailing Donation Statements (v22 & Newer)In this document or video, learn how to set up and send Donation Statements. Presented on 12/14/2022.
March 28, 2023Membership: Mail Merge/Export (v24 & Newer)In this video, learn about selecting who should appear, saving the criteria, and selecting the report layout. Presented on 03/28/2023.