|
Introduction
|
- Contacting Metafile for help
- Setting up your workstation to use resultsplus!
|
|
Dictionaries
|
- Fund, Campaign, Appeal Maintenance
- Add/Delete Translations and Drop box Values
|
|
Administrative Functions
|
- Set up Workgroups and Users
- Link Queries to specific users
- Set up Global Defaults
- Set up General Ledger Export
- Set up Online Giving
- Define Donor Segmentation Rules
- Enable Credit Card Donations
|
|
Quick Entry
|
- Customize Global Quick Entry Forms
|
|
Maintenance Functions
|
- Duplicate Checking and Merging
- Folder Deletion
- Giving Levels
- Rederive Names
- Globally change Performance Codes
- Purge Records
- Add and Delete Indexes
- Globally change Constituency Codes
- Update County and State Fields
- Search and Replace
- Year End Procedures
|
| Group Maintenance |
- Create Groups of Folders with similar characteristics
- Manipulate Groups
|
| Assign Data |
- Change data for many donor records all at once
- Sum, count or find the largest gift for each donor
- Format a field by changing it from upper case to upper/lower case
- Change the data for many records all at once
|
| Custom Table or Edit Forms |
- Create your own Custom Tables and Edit Pages
- Define Notecard fields
|
| Export Data |
- Export data out of resultsplus!
|
| Import Data |
- Import data from a text file into resultsplus!
|
| Other Features |
- Repair and Compact the Database
- Database Upgrade
- Toolchest Utilities
|
| Crystal Reports |
- Create Custom Columnar Reports
- Create Custom Cross Tab Reports
- Modify a resultsplus! Standard Report
- Add a Custom Report to the Reports Menu
|
