Training Course Descriptions

Beginning

Two days of hands-on instructions on structuring your database and setting up codes, entering constituents and their family members, interests, group participation, gift entry, pledges and more. The creation of letters, receipts and simple reports are also covered. Click here to see a class outline.

Combination Beginning/Intermediate

Three days of hands-on training. All of the beginning items are covered and we get into more reporting options including queries, mail merge, import/export and bulk change. Click here to see a class outline.

Intermediate

Two days of hands-on training.

This level assumes that you are familiar with the program and can perform all functions covered in beginning training. We cover gift entry, pledges and their reports. Creating letters, receipts and simple reports. Queries, mail merge, import/export, bulk change, X-athons and special events. Click here to see a class outline.

Advanced

One day of hands-on training for experienced users. This can be combined with Intermediate into a 3 day class.

This level assumes that you are familiar with the program and can perform all functions covered in Beginning and Intermediate training.

We cover optimized queries, more assisted queries and SQL queries; calculated merge fields in WorksWrite letter and the ad hoc report generator. Click here to see a class outline.