Tour Directory

Basic Architecture

1. Modules
2. List Views vs. Input Windows
3. Searches and Reports
4. Records Menu
5. File Menu
6. Word Processor

Donor Input Window

1. Contacts tab
2. Classification tab
3. Gifts tab
4. Graph tab
5. Notes tab
6. Relationships tab
7. Addresses tab
8. Information Palette

Searches

1. Overview
2. Basic Searches
3. Amount
4. Date
5. Giving Frequency
6. Renewals Needed
7. Fulfilled/Overdue
8. Lapsed
9. Search Editor

Sorting

1. Basic sorting
2. Rank by Gift Amount
3. Rank by Number of Gifts

Reports

1. Overview
2. Standard Reports: Donor Module
3. Example: Detail
4. Example: Summary
5. Standard Reports: Gift Modules
6. List and Record Statistics
7. Information Palette
8. Dashboard
9. Donor Input Window Graphs
10. Pledge Projection
11. Graph by Date
12. Graph by Donor Attributes
13. Exports
14. Year-End Reports
15. Advanced Reports
16. Report Editor
17. Chart Editor

Events, Calendar & Scheduling

1. Calendar
2. Event Input
3. Event Management
4. Event Reminders

Administration & Preferences

1. Administration: Setup tab
2. Administration: Access tab
3. Administration: Gift Defaults tab
4. Preferences: Donor Default tab