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.
June 9, 2016

Accounting: Deleting Accounts and Accounting Years (v17 & Newer)

How to clean up the chart of accounts by deleting unused or unwanted accounts and years. Presented on 6/9/2016.
August 23, 2016

Membership: Terminating and Deleting People (v17-v19)

In this video, learn the process for terminating or deleting people from your database. Presented on 8/23/2016.
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.
December 18, 2017

Membership: Transfer Families and Individuals (v20 & Newer)

In this video, learn how to transfer individual(s) and/or families to new or existing households. From workbook M101, pages 32 - 34. Presented 12/6/2017.
December 18, 2017

Membership: Customizing Fields. (v20 & Newer)

In this video, learn about adding new fields and terminating persons. From workbook M102, pages 2 - 9. Presented 11/14/2017.
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.
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.
May 7, 2019

Donations: Special Donation Situations (v19 & Newer)

In this video, learn about Donation transfers, how to Inactive/Terminate a Giver, a Gift from an Estate and how to a Change Giver #. Presented on 05/07/2019.
May 28, 2019

Donations: Handling Duplicates (v21 & Older)

How to fix multiple entries for the same individual.  Presented on 05/28/2019.
July 31, 2019

Membership: People Screen (v20 & Newer)

In this video, learn about the Blank Data Entry Form, Family Record Information Fields, Deleting/Inactivating a Family. Presented on 07/31/2019.