The Video Collection

We have been recording. There are now 22 short tutorial videos in the Knowledge Base — most of them two to three minutes, each one following a real job from start to finish, with narration. They live in Video Tutorials, and the written article for each topic links to its video.

Families and day to day
Adding a Family · The Calendar and Follow-Ups · Merging Duplicate Families · Users, Roles and Two-Factor

Money coming in
Recording a Payment · Bills and Applying Payments · Charging a Card by Phone · A Monthly Recurring Gift · The Chai Club · Recording a Bank Deposit

Letters and emails
Thank-You Letters · Year-End Letters · Birthday and Yahrtzeit Emails · Invoices with a Payment Link

Online giving and forms
Your First Donation Form · Building a Web Form · Designing a Form with the Assistant · Reviewing Form Submissions · What Your Members See

Reaching people, and asking CMS to do the work
Texting a Group · Planning a Delivery Route · Building a Report by Asking

Every video has its full transcript underneath it, so you can search for a phrase you remember instead of scrubbing through, and they play on a phone as well as a desktop. If there is a job you would like to see recorded next, tell us — the list is still growing.