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

Donations and Membership: Handling Duplicates (v17 & Newer)

Have people in your system more than once? Find out how to clean them up. Presented on 5/18/2016.
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.
March 26, 2018

Membership: Families (v20 & Newer)

In this video, learn about the capabilities of the family records. Presented 3/12/2018.
May 25, 2018

Donations: Special Transactions (v17 & Newer)

In this video, learn how to easily transfer giving, enter giving from an estate and mark givers inactive. Presented 5/17/2018.
May 25, 2018

Donations: Duplicates (v17 & Newer)

In this video learn how to resolve multiple entries or person with donations. From the document on our website. Presented on 4/26/2018.
June 21, 2018

Church Windows v20 – Membership: People leaving church, Termination vs Status.

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.