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 Robyn Gallagher and assisted by Emily Fitzsimmons on September 10, 2024.
Presentation slides (Constituents Parts 1 & 2)
Printable slides (Constituents Parts 1 & 2)
Training Outline (Constituents Parts 1 & 2)
Key topics and start times in the Part 1 recording:
Topic covered | Video start time |
2 types of constituent records | 0:40 |
Setting addressee and salutation preferences | 2:19 |
Demo: How to add a new constituent record | 6:22 |
Managing household data | 20:24 |
Demo: How to create related constituent records | 25:09 |
Searching for duplicate records | 36:30 |
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 Robyn Gallagher and assisted by Emily Fitzsimmons on Sept. 12, 2024.
Key topics and start times in the Part 2 recording:
Topic Covered Video Start time
What are Constituent Categories? | 1:50 |
Managing existing Constituent Categories | 2:50 |
Adding a new custom category | 13:49 |
Using Filters | 20:30 |
Bulk editing of categories | 24:15 |
Constituent search options | 30:55 |
Creating Constituent Lists | 47:19 |