This recorded session focuses on data entry concepts and methods used when querying for information from within the system. Review methods used to create simple Basic queries along with more complex Full queries. Also examine how to maintain queries utilizing the Query module tools.
Archives
FR50302 – Fundraising 50 Basic Gift Entry
This basic level, recorded session discusses the proper procedures for entering and maintaining gift information. You will examine the gift code structure that is used for entering gifts. In addition review how to add basic gifts such as cash, gift-in-kind, honor/memorial, and split gifts.
FR50301- Fundraising 50 Basic Constituent Entry
This basic level, recorded session examines how to enter and maintain constituent information. You will focus on how to create individual and organizational records using the Basic card. Other areas of study include how to setup Name and Address cards in each respective file and how to utilize the Desk Caddy feature.
