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Donation Reports & Life After "Just For Staff"

CRM

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Donation Reports & Life After "Just For Staff"

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Event Details

Effective January 1, 2013 the Just For Staff site is going away for good.  Replacing Just For Staff is SalesForce and Google Apps.  In this training we will explore these two systems and discover where you will find the tools you need and see how to use them.

In this training we will demonstrate:

  •  CRM Google Apps
    • Access to CRM Email
    • Access to Personal, Team and CRM Calendars
    • Submission of a Staff Prayer Request
    • Document Sharing
  • SalesForce
    • CRM News & Bulletins
    • Placing an order on the Staff Store
    • Upadating your Staff/Contact Record
    • Locating Contact info for CRM Staff
    • Find Forms
      • Ministry Expense
      • Furlough Form
      • etc.
    • Submission of Forms
      • Check Request
      • Wire Transfer
      • Internal Transfer
    • Access Donation Reports
    • Demonstrate Status Reports
  • Where to go for help


Training Format:

  • Each training will be presented in a small group with no more than 10 participants.  This will allow for questions and prevent some of the issues that occur when attending large group webinars.
  • This is an online training using a screen sharing tool so you can see the demonstration.
  • The audio portion of the training may be done online or via telephone.
  • A reminder including details describing how to see and call into the training will be emailed to you 24 hours prior to the  training.


Training Pre-Requisite:

If you do not know how to do this please particpate in the "Logging into SalesForce" or "CRM Hub" Training. 

 

Have a question?  
Check out the Training FAQ or Contact Kevin Brown or Andy Clark

Have questions about Donation Reports & Life After "Just For Staff"? Contact CRM

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