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Membership 101
Basic Membership Workflow
6 Lessons, $99

Enrollment Information

Course Outline:

Membership Basics
   Navigating the Membership Information Screen
   Using Criteria
   Selecting Records

Adding Individuals and Families
   Includes the GlobaFILE Information and Family Information Tabs

Tracking Key Membership Information
   Teaches the Membership Information Tab

Entering and Reviewing Organization Information

Tracking Additional Information
   Covers the Dates, Memo, and Life Events Tabs

Using the Mail Merge Tool and Envelope List Report

Membership
Related Courses
Attendance Workflow
Basic GlobaFILE Workflow
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