Basic Training: Constituents 101 (59:48)
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 | 2:20 |
2 approaches to managing household data in LGL | 3:40 |
Demo: How to add a new constituent record | 12:00 |
Addressee and Salutation preferences in Settings | 25:08 |
Using Constituent Categories |
27:45 |
Customizing Constituent Categories | 33:04 |
Basic Constituent Search Options | 42:45 |
Creating Constituent Lists | 46:03 |