| People Suite |
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| Working with People Records |
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| People 101 Course Package ($199 PCP; $349 non-PCP) Order Online |
| Course |
What you'll learn |
| Managing People Profiles |
Entering a new individual (new family) |
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$79 PCP
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Entering a new individual (existing family) |
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$129 non-PCP
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Tracking other relationships |
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Order Online
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Adding additional addresses |
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Adding additional phone numbers and E-mail addresses |
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Adding additional fields |
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Modifying label names |
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Exporting the Find Person grid |
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Combining family units |
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Splitting family units |
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Changing family position |
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Deactivating individuals (Implications, Process) |
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Finding individuals in Access ACS |
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Changing addresses through Access ACS |
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Adding phone numbers and e-mail addresses through Access ACS |
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Adding individuals through Access ACS |
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| Course |
What you'll learn |
| Searches and Filters |
Understanding Searches and Filters |
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$79 PCP
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Creating a new filter |
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$129 non-PCP
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Editing filter results |
| Order Online |
Saving a filter |
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Loading saved filters |
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Understanding Search Criteria and Output Flags |
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Creating a new search |
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Editing search results |
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Saving a search |
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Private versus public searches |
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Loading saved searches |
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Searching on previous search results |
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Printing search results |
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Using Searches and Filters with the Find Person screen |
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Using Searches and Filters with Reports |
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Using Searches and Filters with Mass Change |
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| Course |
What you'll learn |
| Working with ACS Reports |
Understanding ACS report types |
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$79 PCP
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Accessing reports |
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$129 non-PCP
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Key People Reports (Directories, Master Listings, Special Fields Reports, Custom Export, People Statistics) |
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Order Online
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Understanding report options |
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Saving a report configuration |
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Loading saved reports |
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Previewing reports |
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Printing reports |
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Exporting reports (print to file) |
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Printing a directory from Access ACS |
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| Financial Suite |
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| Course |
What you'll learn |
| Using General Ledger |
Entering transactions |
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$79 PCP
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Entering budget information |
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$129 non-PCP
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Performing account inquiries |
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Performing check reconciliation |
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Making correcting entries |
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Key General Ledger report you should be using |
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| Facility Scheduler |
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| Course |
What you'll learn |
| Facility Scheduler Setup & Input |
The video is designed to assist users with setting up Calendars and Resources (equipment, facilities and individuals). Creating custom templates, and adding events and recurring events. |
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$79 PCP
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$129 non-PCP
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Order Online
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