Basic Databank

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

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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
• VIDEO | Understanding the Member Record

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Basic Databank | Contact Notes

• To Do Feature Now Available Through Activity Records
• VIDEO | Understanding Contact Notes
• Adding an Activity to multiple contacts at once
• Understanding System Activity Values

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

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Basic Databank | Relationships Tool

• Using the Relationship Tool
• Relationships Report
• Using Member Grouping
• Setting up Contact Grouping
• VIDEO | Relationships: Creating and Editing Relationships in your Databank
• Create a Selection of People Related to a Selection or Single Member

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