People Record Basics

This training takes a deep-dive into a People Record and the People Menu. We also view a couple Searches. Part 1: Overview & Profile Tab Part 2: Involvement Tab Part 3: Profile Tab Part 4: Touchpoints Tab Part 5: Giving Tab Part 6: Communications Tab Part 7: Resources Tab Part 8: System Tab Part 9: Blue Toolbar AUDIENCE: All Staff LAST UPDATED: March 2024