Basic Databank | Search
- Basic Searching | VIDEO
- Creating and Saving a Multi-Step Search
- Editing a Saved Search
- Deleting a Step in a Saved Search
- Map Selected Tool
- Search Result Screen | VIDEO
Basic Databank | Reports
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
- VIDEO | Understanding the Member Record
Basic Databank | Contact Notes
Basic Databank | Training Videos
- VIDEO | Watch all of the Basic Training tutorials on one page
- VIDEO | Quick Start: Updating a Member Record
- VIDEO | In Depth: Search Results Screen
- VIDEO | In Depth: Member/Constituent Records
- VIDEO | In Depth: Contact Notes
- VIDEO | Quick Start: Create a Mailing