Basic Training: Constituents 101 (58:40)
This hour-long webinar is the first part of our 3-session Basic Training series and reviews Basic Constituent Management. Presented by Hunter Williams.
Assessment with answer key (see what you've learned)
Key topics and start times in the recording
| Topic covered | Video start time |
| 2 types of constituent records | 0:48 |
| Managing household data in LGL | 1:51 |
| Poll: how do you manage couples in your database? | 8:21 |
| Demo: How to add a new constituent record | 11:13 |
| Settings for Salutation and Addressee fields | 15:28 |
| Using Constituent Categories |
25:15 |
| Customizing Constituent Categories | 32:18 |
| Customize order and display for categories | 36:12 |
| Bulk update category data on constituent records | 38:57 |
| Basic Constituent Search Options | 43:04 |
| Creating Constituent Lists | 47:40 |
| Q&A | 53:44 |