Basic Training: Constituents 101 (Parts 1 & 2)

Part 1: The Constituent Record

This video is the first of our 6-part Basic Training webinar series. In this video, we cover The Constituent Record in LGL. We review the types of records, how to create them, the use of relationships and managing duplicate records. Presented by Timi Paccioretti and assisted by Kelsi Dunn on March 5, 2024.

Presentation slides (Parts 1 & 2)

Printable slides (Parts 1 & 2)

Training Outline (Parts 1 & 2)

Key topics and start times in the recording:

Part 2: Managing and using Constituent data

This video is the second session of our 6-part Basic Training webinar series. In this video, we cover Managing and using Constituent records in LGL. We review how to manage and create Constituent Categories, how to perform Constituent searches as well as using List Manager to create lists of Constituents. Presented by Timi Paccioretti and assisted by Robyn Gallagher on January 11, 2024.

Key topics and start times in the recording:

Topic Covered                                                                                                 Video Start time