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Want to start using your program right away? Use the Getting Started Checklist to keep track of key areas that you must set up before using the program.

On the Home window, click Getting Started Checklist to display the checklist. To show or hide this button, click the Screen Configuration icon on the Quick Access toolbar. Then, in the Configure Home Screen section, select or clear Show the Getting Started Checklist Button.

If you want to learn more about getting around in your program, read the rest of the Getting Started section, then come back to the checklist later.

Getting Started Checklist

Useful Information

You can access online help from within the program by pressing F1 on your keyboard. A specific topic displays in your Internet browser that provides you with information about the current program window.

Once the program is installed, do the following:

(tick) Configure License Information — See License, Registration, and Dealer Information.

(tick) Configure ID Number/Envelope Number Options — See Set ID and Envelope Number Options.

(tick) Configure Initial Setup — See Set Initial Program Options.

(tick) Set Up Keywords to Make Data Entry Easier — See Manage and Print Keywords.

(tick) Configure Email Setup — See Set Up Email and Text Providers.

(tick) Configure Sacrament Tab Names — See Set Up Your Sacrament Options.

(tick) Set Up Sacrament Place Names and Addresses  — See Set Up Your Sacrament Options.

(tick) Set Up Funds, Periods, and Activities — See Set Up Funds and Contributions.

(tick) Set Up users, passwords, access levels, and set overall security method... See Users and Passwords.

(tick) Add Families and Members — See Add a Family and Add a Member.

(tick) Add Contributions — See Set Up Funds and Contributions.


(tick) Show the Getting Started Checklist Button on the Home Screen  — Select or clear this option to show or hide the Getting Started Checklist button on the Home window.



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