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Administration

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FAQ¶

Here are a few of our most Frequently Asked Questions (with links to answers).

People¶

  • How do I Create a new User

  • How do I add a new person to the database?

  • How should I handle duplicate records?

  • How do I mark someone deceased?

  • What about people ID numbers…where are they and why do I need them?

  • Can people update their own information in the database?

Organizations / Attendance¶

  • Can I remove enrollment history if I enrolled someone by mistake?

  • Can I enter a headcount for an organization if I don’t know who actually attended?

  • Can I enter individual attendance and then add a headcount?

  • How do I print rollsheets for a meeting?

  • What is needed for a person to view the Volunteer Calendar? (see Important Notes about Volunteer Calendars section)

Contributions¶

  • How do I enter contributions?

  • How can I print contribution statements for everyone?

  • What if a statement shows ‘No Data’ but the person has contributions? (see Troubleshooting section)