Day 1

Membership

📄 Class Topics

How to Add an Address Record

Family Records - Family Information
- Photos
Assigning Families for Care
Giving Unit Assignment
Pastoral Care
Connected Records
Adding a New Record
- How to Enter Couples with Different Last Names

How to Use Individual Records

Data Management

Master Coding System

Membership Maintenance

Address Utilities

Update Grades

Membership and Attendance Preferences

Membership Reporting

Directories

Address
Individual
Address Yearbook
Individual Yearbook

Notices

Letters
Emails

Custom Listings and Exports

Address
Individual

Contributions

📄 Class Topics

Giving Unit Records

Creating Giving Unit Records
Information Tabs
Left Gray Menu
Giving Unit Email Maintenance

Giving Funds

System Preferences
Sorting the List
Marking Inactive
Marking Entire Fund as Non tax-deductible
Giving Sets
Pledges

Contribution Entry

Batch Contribution Entry
- User Preferences
- Batch Setup
Entering Contributions
- Loose Offering
- Non tax-deductible contributions
Contribution Records
- Do Not Post to Ledger
- Gifts in Kind

Contribution Posting

Batch not showing up
Cannot post due to missing account

Engage Giving

Engage Settings
- Organization
- Groups
- Giving
- Giving Sets
Making and Managing Engage Gifts
Receiving & Processing Engage Gifts
Search Transactions

Contribution Reports

Contribution Records Maintenance

Transferring Contributions between Giving Units
Transferring vs. Merging Giving Unit Records
Transferring Contributions from a Visitor Giving Unit Record

Contribution History

Creating/Updating Contribution History

Memorial Gifts

Recording Memorial Gifts as contributions
Recording Memorial Gifts not as contributions
Using Memorial Gifts
Memorial Gift Reports