Master Data – ChurchTools Academy

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Modules
Finance
Master Data

People

6

Overview People
Import/Export
- How do I import personal data from a file?
- How do I import group members?
Settings
- System settings of the person module
Other
- DB fields
- Follow-up

Groups

3

Basics
- What are group types and what can I use them for?
- Overview Groups
Group Meetings
- How do I configure settings for my Groups meetings?

Posts

16

Overview Posts
How do posts differ from chat?
Use
Administration

Calendar

23

Basics
- Overview Calendar
- What different types of calendars exist
Create/Administer Calendars
Adding Appointments
Subscriptions/Reminders
Embedding Calendars
Info-Screen
- How to configure the info screen display

Events

3

Filter options
Overview Events
Administration
- Services and service categories

Resources

4

Overview of resources
How can I limit the display in the booking plan?
How do I create resources?
How do I create resource types?

Check-in

2

Overview check-in
Connect Label Printer to Check-in

Report

1

Reports

Wiki

1

Wiki overview

Finance

26

Overview Finance
Basics
Master Data
Transactions
Purposes
- Understanding purposes
- How to add purposes
Donations

Sync

17

Basics
Configure Connections
Configure Jobs
Sync Finance
- How to synchronize accounting data
- Can I synchronize accounting data even though I do not use ChurchTools Finance?

Master Data

Master data overview
How to add a new client
How to add a new accounting year
How to delete an accounting year
How to set up an account chart
How to add taxes
How to add cost centers
How to add budgets

Häufig gelesen

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How to import data from ChurchTools?
How do posts differ from chat?
How to set up the start page?
What are the options for embedding ChurchTools on your website?
How to change the design of my website?

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