| Course | |||||
|---|---|---|---|---|---|
 | TUBIO Recording In this module, users will learn how to add and modify addresses, emails and employment. | ||||
 | Professional Development This module offers a basic overview of excel's 3D Map feature. | ||||
 | Onboarding / Onboarding Intermediate In this module you will learn how to view:
Outstanding pledge balances
Gift, pledge and matching gift receipts
Annual giving totals, pledges and payments
Corporate giving summaries and matching gifts
Also included:
How to do an allocation... | ||||
 | Onboarding / Onboarding Intermediate In this module you will learn how to read and understand:
Legal vs. soft credit
Gift receipts and matching gift receipts
Credit only gift procedures
Pledge status types
Standard pledge and payment receipts
Pledge overviews
Recurring pledge... | ||||
 | Onboarding This module will give you a basic understanding of Advance's purpose and introduce you to the Advance Support Team. | ||||
 | Onboarding In this module you will learn how to sign in to Advance and about our confidentiality policy. | ||||
 | Onboarding In this module, consisting of 2 units, you will learn how to use the main menu icons to navigate Advance. | ||||
 | Onboarding In this module you will learn about Advance home page navigation tools. | ||||
 | Onboarding In this module you will learn how each fiscal year giving total is calculated. | ||||
 | Onboarding In this module, you will learn the details of the Recently Deceased form located on the home page. |
