Master data – ChurchTools Academy

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Master data

People

8

Overview People
Basics
- Understanding Follow-ups
- Filter
Import/Export
- How do I import personal data from a file?
- How do I import group members?
Settings

Groups

46

Promoting communication in the congregation
Overview groups
About The Groups Module
My Group
Organize Groups
- Networking groups with each other
- What is the hierarchy?

Posts

16

Overview Posts
How do posts differ from chat?
Use
Administration

Calendar

31

Overview Calendar
Basics
- Why are my past appointments no longer visible in the calendar?
- How to filter for appointment tags?
Create/Administer Calendars
Adding Appointments
Subscriptions/Reminders
Embedding Calendars
Info-Screen
- How to display the info screen on the monitor in our foyer?
- How to configure the info screen display?
Other
- How to print the calendar view
- How to enter my absences?

Events

6

Filter options
Overview Events
Administration
- How to create a service?
- Roles and Role categories
Planning Events
- How to use the event chats?
Running Events
- How to run events with an attendee limit

Resources

4

How to create resource types?
Overview of resources
How to limit the display in the booking plan?
How to create resources?

Check-in

2

Overview check-in
Connect Label Printer to Check-in

Report

1

Reports

Wiki

2

Wiki overview
Editors
- Markdown Editor

Finances

24

Overview Finance
Master data
Transactions
Budgets, reports and purposes
Donations
Import and export
- How to export transactions
Other
- Principles for proper accounting

Sync

15

Basics
Configure Connections
Configure Jobs
Sync Finances
- 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 integrate the complete SKR 42 chart of accounts?
How to add taxes
How to add cost centers

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