Web Training Session 2 Agenda
Entering Data into Exceed! Basic
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Web Training Session 2 Agenda Entering Data into Exceed! Basic
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1. |
Searching | |
2. |
Master Biographical Overview | |
| Entering Biographical records | ||
| Adding a new Household | ||
| Adding a new Organization | ||
| Links | ||
3. |
Action Reminder and Tickler Calendar | |
4. |
Global Affiliation Replacement | |
| QUESTIONS | ||
5. |
Gift & Pledges Overview | |
| Adding Gifts | ||
| Pledges and Pledge Payments | ||
| Dues/Membership | ||
| Memorial Codes on the Fly | ||
6. |
Batch Maintenance | |
| QUESTIONS | ||