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Introduction
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- Contacting Metafile for help
- Setting up your workstation to use resultsplus!
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| Donor Processing
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- Look up Donors ('Folders')
- Add or Change Folders of various types
- Discuss the information stored in a Folder
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| Customize your Drop-Down Lists
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- Add new Fund, Campaign, and Appeal Codes
- Add and delete Drop-Down Values
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| Planner (calendar function)
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- Add Personal Notes
- Add Contacts
- Add Grants
- Pledge Reminders Due notices
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| Pledge Processing
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- Add, change, or delete a pledge
- Write off delinquent pledges
- Matching Pledges
- Acknowledge a pledge
- Print pledge reminders
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| Gift Processing
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- Add, change, or delete a gift
- Enter different types of gifts (matching, in-kind gifts; pledge payments; etc.)
- Send gift acknowledgments
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| Tribute Processing
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- Add Tribute Folders
- Add Next-of-Kin folders
- Add Tribute Gifts
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| Cluster 'Like' Folders Together
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- Set up 'Related Folders'
- Describe their Relationships and Roles
- Add Gifts to Related Folders
- Control the Number of Letters for Related Folders
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| Memberships
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- Create memberships with associated Committees, Attendance, and Awards
- Acknowledge and renew memberships
- Pay membership dues
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| Query
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- Design Queries
- Run Queries
- Overview of fields on screens
- Quick Reports
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| Group Maintenance
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- Create Groups of Folders with similar characteristics
- Manipulate Groups
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| Mail Merge
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- Create mail merge letter, label, and envelope templates
- Create Email and Fax letter templates
- Merge letters, labels, or envelopes with data from resultsplus!
- Format Data for all mail merges
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| Configuration Manager
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- Find and Merge Duplicates
- Delete Folders
- Globally change Funds, Campaigns, or Appeals
- Customize user-definable fields (Notecards)
- Customize donor summary page (Top Sheet)
- Choose fields to display on lists of Folders
- Add and Delete Indexes to facilitate lookup
- Choose your own Required Fields
- Year End Procedures
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