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VIDEO | Watch all of the Basic Training tutorials on one page

Quick Start: Lookup a Member and Update their Record

1. Look-up a record
2. Edit Contact Information
3. Create a Contact Note

 
 In Depth: Search Results Screen

1. Search Results Overview
2. Working with the Displayed Members
3. Sorting Search Results

 In Depth: Member/Constituent Records

1. Contact Information
2. Custom Fields
3. Contact Preferences
4. Deleting Records

 In Depth: Contact Notes

1. Contact Note Fields
2. Editing and Deleting Contact Notes
3. Filtering Contact Notes

 Quick Start: Create a Mailing

1. Select Members by Searching
2. Download Information for a Mail Merge
3. Create Mailing Labels
4. Add a Contact Note to Selected Records

 

In Depth: Searching

1. One Step Searches
2. Multi-Step Searches
3. Saving and Replaying Searches

 In Depth: Viewing and Exporting Data

1. Downloading
2. Viewing in a Roster Report
3. Viewing in Spreadsheet Software

In Depth: Merging Duplicates

1. EZ Merge
2. Manual Merge
3. Manually Locating Duplicates

Quick Start: Lookup a Member and Update their Record

1. Look-up a record
2. Edit Contact Information
3. Create a Contact Note

 
 In Depth: Search Results Screen

1. Search Results Overview
2. Working with the Displayed Members
3. Sorting Search Results

 In Depth: Member/Constituent Records

1. Contact Information
2. Custom Fields
3. Contact Preferences
4. Deleting Records

 In Depth: Contact Notes

1. Contact Note Fields
2. Editing and Deleting Contact Notes
3. Filtering Contact Notes

 Quick Start: Create a Mailing

1. Select Members by Searching
2. Download Information for a Mail Merge
3. Create Mailing Labels
4. Add a Contact Note to Selected Records

 

In Depth: Searching

1. One Step Searches
2. Multi-Step Searches
3. Saving and Replaying Searches

 In Depth: Viewing and Exporting Data

1. Downloading
2. Viewing in a Roster Report
3. Viewing in Spreadsheet Software

In Depth: Merging Duplicates

1. EZ Merge
2. Manual Merge
3. Manually Locating Duplicates

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  • Avatar
    Tom Brown

    Good jumpstart for the beginner....