In this video, learn how to Toggle between Grid and Record, Tagging Records, Display Fields, Display new Fields, Set Column Order, Sort by field, and Add/Edit/Delete Data Quickly. Presented on 05/11/2021.
In this video, learn about Step 1; Edit People Selection Criteria, Add Giving/Pledging Selection Criteria, Accounts Tab, Sort Tab, and Saving Criteria. Presented on 07/11/2023.