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.
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.
October 21, 2016

Membership: Transfer Families and Individuals (v17-v19)

In this video, learn how to transfer families and individuals. Presented on 10/03/2016.
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.
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.