People: Reimagined Training Materials

On May 22 we released a brand new, mobile-friendly experience to our People Profiles called People: Reimagined. This blog is your one-stop shop for all resources to help guide you through these changes. New resources will be posted here as they become available so be sure to keep checking back.

P-R-Devices

Data Service

Our redesigned profiles include a new Baptism Date field. We know a lot of churches have been storing this important information in other places in the software. Our team is offering a data service to help migrate your baptism date information into this new field. To request this service, just submit a support ticket . We will offer this data service for a flat rate of $25.

Videos

We've produced a series of quick videos to help guide you through the changes:

Basic User Guide
 
   
General Promo Video
 
Site Navigation
 
   
About Tab
 
Families
 
   
Involvement Tab
 
Notes & Messages
 
   
Create & Edit
 
Merge Duplicates
 
   
Training Webinars

We have a number of time slots available for live training webinars to get familiar with the interface. These webinars will include time for Q&A, and they will be recorded in case you can't attend live.

Printable Quick Guides

These printable quick guides will help you get familiar with the upcoming changes in a format that you can easily distribute to your staff and other members of your church.

Basic-User-Guide Basic User Guide

 

Help Articles

These articles will give you a deeper dive into the changes.



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Topics: This entry was posted in Software News

Posted by Erin Retka on May 10, 2018 9:04:43 AM