February 11, 2014

Donations: Donations Cleanup (v16.13.2 and Newer)

This movie is a walk-through covering Donations module cleanup items
March 26, 2015

Donations: Giver Types

Click to view or print PDF.
March 10, 2017

Donations: Manage Givers (v17 & Newer)

In this video, learn about gives with family, giver numbers and view/edit/remove givers. Presented 3/9/2017
March 17, 2017

Membership: Label Criteria Options (v17 and Newer)

In this video, learn how to use the reports on People, Giving/Pledging, Accounts, Sort and Options Tabs and Save Criteria. Presented 3/15/2017.
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.
October 13, 2017

Donations: Auto Assign Giver Numbers (v17 & Newer)

In this video, learn how to auto assign or end numbers for givers. From workbook D104, pgs 8 - 14. Presented 9/29/2017.
December 18, 2017

Membership: People leaving church, cleanup tips (v20 and Newer)

In this video, learn what to do when a family leaves the church. From workbook M102, pages 7 - 8. Presented 12/5/2017.
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.
November 2, 2018

Donations: Browse (v19 & Newer)

In this video, learn about the browse features to filter, find, print and other options. Presented on 11/1/2018.
November 14, 2018

Donations: Auto Assign Giver Numbers (19 & Newer)

In this video, learn how to quickly assign next years Giver #s. Presented on 11/8/2018.
March 1, 2019

Donations: Givers (v19 & Newer)

In this video, learn how to add membership individuals and donations givers. Presented on 2/27/2019.
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.