Training Outlines

3 day Beginning/Intermediate

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 & answer

 
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This page was last updated: Friday, January 5, 2007