Important: this is a friendly reminder that if you haven't yet upgraded from version 7 to version 8, you'll want to do so soon.  Version 7 will be retired on 4/30/22.

To see what version you are on, look in the very upper-left of the desktop application.  If it starts with a 7, you'll want to go through the steps in this video: https://www.youtube.com/watch?v=TD0DujGGsX0

Note: if the link above doesn't work when you click on it, you can copy and paste it into a browser.

Please contact our support team if you need assistance.

Take advantage of our free orientation training in order to get new users up to speed on how to:

- Navigate the application
- Add new contact records
- Enter contributions
- Create and save custom searches and reports (formats)
- Create and save thank you letter templates

Our office will be closed tomorrow afternoon (4/15) for Good Friday.

Mark has been hard at work updating our help videos on YouTube.  Check out the latest video on how to write contribution thank you letters: https://www.youtube.com/watch?v=_O4PXrfBffY

Tip: subscribe to our channel to stay up-to-date as new videos are released.