May 5, 2016

Membership & Donations: Adjustments for Divorce (v17-v19)

What changes need to be made in both modules when a couple divorces? Check it out! Presented on 5/5/2016.
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.
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.
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

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.
May 7, 2019

Donations: Special Donation Situations (v19 & Newer)

In this video, learn about Donation transfers, how to Inactive/Terminate a Giver, a Gift from an Estate and how to a Change Giver #. Presented on 05/07/2019.
May 28, 2019

Donations: Handling Duplicates (v19 & Newer)

How to fix multiple entries for the same individual.  Presented on 05/28/2019.