Day 1

Core Getting Started Membership

How to User 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

• Personal/Membership Information

• Groups

• Visitation Information

• Attendance Information

• When an Individual Moves

• Adding a New Individual

Core Data Management

Master Coding System

• Codes

• Groups

  • Detailed Tracking

  • Attendance

  • Ranked

• User Fields

Membership Maintenance

• Address/Individual Field Maintenance

• Address/Individual List Maintenance

Address Utilities

• Update Grades

Membership and Attendance Preferences

Core Membership Reporting

Directories

• Address

• Individual

• Address Yearbook

• Individual Yearbook

Notices

• Letters

• Emails

Custom Listings and Exports

• Address

• Individual

Core Contributions

Contributions

• Procedures

• Pledging

• Email Statements

Engage Giving

• Settings

• Giving

  • Receiving

  • Processing

  • Reporting

  • Failed

• Search Transactions