People Record Basics

This training takes a deep-dive into a People Record and the People Menu. We also view a couple Searches.

Chapters:

• Part 1: Overview & Profile Tab - 00:00
• Part 2: Involvement Tab - 07:38
• Part 3: Profile Tab - 12:19
• Part 4: Touchpoints Tab - 17:11
• Part 5: Giving Tab - 18:25
• Part 6: Communications Tab - 21:26
• Part 7: Resources Tab - 23:38
• Part 8: System Tab - 24:47
• Part 9: Blue Toolbar - 26:03

AUDIENCE: All Staff

LAST UPDATED: March 2024

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