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Shelby v.5 ON DEMAND WEBINAR: Membership: Tips and Tricks, Part 2


Product Description

Continue the great tips from part one of this series as you maximize your abilities in the Membership module using great tips and tricks from Shelby Consultant, Carmen Dea. Discover how to purge Membership records, use Advanced Searches, utilize Microsoft MapPoint in concert with your Shelby database, and find out how to use “Other Relationships” to track extended families. You are encouraged to attend Part 1 to get the most out of both sessions.

What you will learn in this Session:

  • Change Criteria and Advanced Searches.
  • Setting your Preferences.
  • Communication.
  • Visitation Tools.
  • Update Selected Fields.
  • Contributions & Membership
  • Purging Membership Records

Other Details

Carmen Dea - Shelby Consultant

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