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Preparation for Using Guide Me
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How to Assign a Person a Role in their Congregation
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How To Add Staff
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How To Add a Person or Family
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How To Set Up Your Own Reminder or Exception Report
There are times when you want a reminder to complete a report or get notified when a certain condition occurs. To do this, you would set up a “Notification” for when a “Page View” contains something. Some examples are: For pastors, you could set a notification on the Monthly Reports’ Responses page on the first
Recording the Monthly EFT
The monthly EFT can be either a net deposit or net deduction, depending on whether the local church processes their own donations, and whether expenses exceed the donations processed by the home office, like credit cards or all donations for those churches who pay the additional fee for the home office to do processing. The
How To Create a Group
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How To Email a Group
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How to End a Job Assigned in a Congregation
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