Notes
Slide Show
Outline
1
Welcome
2
1st Part of the Tour
3
Log In – First Select Your Church
4
How to Log In – Forgot Your Password?
5
Your username & password is on the way
6
Home Page & Menus
7
Quick Search & People Menu
8
Quick Search & Group Menu
9
My Info Tab
10
Your Menu
11
How to Edit Your Individual Information
12
How to Edit Your Contact & Involvement Information
13
How to Edit What You’ve Volunteered For or Are Interested In
14
How to Edit Your Experience, Gifting & Personality Information
15
How to Edit Your Experience, Gifting & Personality Information
16
Volunteer for a Ministry Team or Mission Trip
17
Volunteer for a Ministry Team or Mission Trip
18
Sign up for a Small Group or Class
19
Sign up for a Small Group or Class
20
More Details about Groups, Classes, Teams, Trips or Events
21
More Details about Groups, Classes, Teams, Trips or Events
22
More Details about Groups, Classes, Teams, Trips or Events
23
Search for More Information
24
Search for More Information
25
Search for More Information
26
How to Use Filters to Select the Exact Group of People
27
How to Use Filters to Select the Exact Group of People
28
How to Print out a Directory
29
2nd Part of the Tour
30
Edit Your Group’s Info
31
Select Your Group
32
Edit Your Group’s Information
33
Record Your Group’s Attendance
34
Add Someone New to Your Group
35
Print Out a Record of Your Group’s Attendance
36
Print Out a Record of Your Group’s Attendance
37
Print Out a Record of Your Group’s Attendance
38
Get Your Group’s B-days
39
Email Your Group
40
Email Your Group
41
Email Your Group
42
Use the Volunteer List
43
Use the Volunteer List
44
Add People to the Volunteer List
45
Use the Advanced Search
46
3rd Part of the Tour
47
Add a New Head of the Household
48
Add a New Head of the Household
49
Add Other Family Members
50
Update a Person’s File – Select a Person
51
Select a Person
52
Edit a Person’s Involvement & Volunteer Info
53
Finding the Next Person
54
4th Part of the Tour
55
How to Add a New Group
56
How to Add a New Group
57
How to Access the Visitor List
58
Use the Visitor List
59
Adding a Person to the Visitor List
60
How to Access the E-mailouts
61
How to Use the E-mailout Filters
62
How to Edit an E-mailout
63
Editing an E-mailout
64
Saving an E-mailout
65
Sending an E-mailout
66
Print Out Mailing Labels
67
Selecting those for which you need Mailing Labels
68
Selecting those for which you need Mailing Labels
69
Selecting those for which you need Mailing Labels
70
Print Out Mailing Labels
71
Deleting a Person
72
Reinstating a Person – Finding the List of Deleted Persons
73
Selecting a Deleted Person
74
Reinstating a Deleted Person
75
5th Part of the Tour
76
Create & Set Up Your New Church Database
77
Enter Church Info
78
Set Usernames & Passwords for Various Access Levels
79
Determine Various Categories
80
Select Team Names
81
Select Group Involvement Categories
82
Select Ministry Areas
83
Select Staff Notes Fields
84
Select Ministry Interests Fields - People
85
Select Ministry Interests Fields - Ministries
86
Submit Changes
87
How to Archive a Group – Select it
88
Update the Group before Archiving it
89
Archive a Group
90
How to Find an Archived Group
91
How to Find an Archived Group
92
Permanently Delete Groups
93
Reinstate Groups
94
Steps to Keep Your Database Current
  • Enter Data from Sunday Services & Other Events
    • Update info on 1st & 2nd Time Guests
    • Record all feedback
  • Keep Attendance on Groups
  • Archive Past Groups, Trips & Events
  • Add Future Groups, Trips & Events
95
The End of the Tour
  • If you have any other questions, please feel free to contact Robert Goette in any of these ways:


  • Robert@aacconsulting.com
  • (847) 358-4586 (office)
  • (847) 567-0203 (cell)
  • 1023 E. Palatine Rd, Palatine, IL 60074