March 1, 2019

Membership: Visits (V19 & Newer)

In this video, learn how to setup, record, edit, delete and create reports from the Visits section.  Presented on 2/26/2019.
March 7, 2019

Membership: Using the Find Grid (v20 & Newer)

In this video, learn how to use Person Lookup, Find, Finding on a code, Find Inactive people, Find on a Criteria and Find on a range combined with other information. Save a Find. Re-use or delete a Saved Finds.  Presented on 03/07/2019.
June 26, 2019

Membership: Working with the Grid (v20 & Newer)

In this video, learn how to toggle between the grid and People. Using the grid. How to add/edit/delete data quickly. Presented 06/26/2019.
December 10, 2019

Donations: Emailing Donations Statements (v20 & Newer)

In this document, learn how to Setup Email and Send Statements.  Presented on 12/10/2019.