March 26, 2018Membership: Label Criteria Options (v20 & Newer)In this video, learn how to select the criteria for your labels. From workbook M203, pages 2 - 5. Presented 2/14/2018.
July 7, 2020Donations: Multiple Vanco IDs (v22 & Newer)In this video, learn how to add more than one ID for Importing Donations from Vanco. Presented on 07/07/2020.
July 11, 2023Membership: Reporting Part 1In 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.
July 13, 2023Membership: Reporting Part 2In this video, learn about Step 2; Editing a Basic Report Layout, Creating a new Basic Report, and All Information. Presented on 07/13/2023.
July 19, 2023Membership: Reporting Part 3In this video, learn about the Directory, Mail Merge/Export, and Directory Export. Presented on 07/19/2023.