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  2. Basic Databank

Basic Databank

Basic Databank | Search

  • Creating and Saving a Multi-Step Search
  • Editing a Saved Search
  • Deleting a Step in a Saved Search
  • Map Selected Tool
  • Radial Distance Search

Basic Databank | Reports

  • Identify less Engaged Contacts with the Dormant Contact Report
  • Fixing ZIP Codes with Leading Zeros in Exported Data
  • Combine Linked Tables in Excel
  • Build A Contact Roster
  • Building a Custom Roster Report

Basic Databank | Member Records

  • Creating and Using Databank Automations
  • Custom Data Fields
  • Anatomy of the Contact Screen
  • Tag Multiple Records at once using Flags
  • Using Address Verification
  • I uploaded a .txt file with 200 records and the Aux Database says it has 230 data rows, why?
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Basic Databank | Contact Notes

  • To Do Feature Available Through Activity Records
  • Adding an Activity to multiple contacts at once
  • Understanding System Activity Values

Basic Databank | Relationships Tool

  • Using the Relationship Tool
  • Relationships Report
  • Using Member Grouping
  • Setting up Contact Grouping
  • Create a Selection of People Related to a Selection or Single Member

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