Calendars

• Adding Calendars
• Editing Calendars
• Printing Calendars List
• Exporting Calendars List to CSV
• Deleting Calendars

Church Register

• Adding Register Entries
• Deleting Register Entries
• Exporting the Church Register to CSV or Excel

Custom Fields

• Adding Custom Fields
• Updating Custom Fields Information in a Profile
• Deleting or Deactivating Custom Fields

Envelopes

• Renumber Envelopes
• Changing Envelope Numbers Manually
• Adding and Editing Envelope Numbers
• Removing Envelope Numbers
• Filtering Envelope Numbers
• Exporting Envelopes List to CSV or Excel

Funds

• Merging Funds
• Deleting Funds
• Adding Funds
• Editing Funds
• Archiving Funds
• Fund Categories

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Pastoral Visits

• Adding Pastoral Visits
• Editing Pastoral Visits
• Deleting Pastoral Visits
• Exporting Pastoral Visits List to CSV or Excel
• Printing Pastoral Visits List

Pledges

• Navigating the Pledges View
• Adding Pledges
• Editing Pledges
• Deleting Pledges
• Exporting Pledges List to CSV or Excel
• Printing Pledges List

Smart Groups

• Adding and Understanding Smart Groups Criteria and Traits
• Editing Smart Groups Criteria
• Deleting Smart Groups
• Printing Smart Groups List

Grades

• Adding Grades
• Editing Grades
• Deleting Grades
• Assigning Grades
• Automatically Promoting Grades

Tags

• Adding Tags from the Tags Page
• Editing Tags
• Deleting Tags
• Exporting Tags List to CSV or Excel
• Printing Tags List