Beginning/Intermediate Training Agenda

3-day Beginning/Intermediate Training

9-4 each day • Hands-on Training

Agenda Day 1

  • Intro
  • Manual tour
  • Support hints
  • What type of info will you track?
  • How to navigate through the program
  • Data entry
     - Individuals/families
     - Organizations/Contact people
  • Coding your database effectively
  • Setting defaults to work for you
  • Group affiliations
  • Group reports

Agenda Day 2

  • Intro to gift entry
     - Entry
     - Coding
     - Defaults
  • Confirm entries and print reports
  • Print receipts
  • Pledge entry
  • WorksWrite word processor
  • Letters with merged fields
     - Receipt letters
     - Appeal letters
     - Invitations
  • Bulk email
  • Intro to reports
     - Canned reports
     - Demographics
     - Groups
     - Money
     - Pledges
  • Intro to Queries
  • Assisted queries
  • X-athon module

Agenda Day 3

  • Events
  • Invitations
  • Ticketing
  • Security
  • Manual appendices
  • Query fields
  • Query & report
  • Analyze results
  • Assisted queries
  • Reports from queries
  • Mail merge
  • More queries
  • Mission control
  • Graphing
  • Processes
  • Import/export
  • End of year
  • More queries
  • Questions & answers