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Release Notes
24 Articles
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August 2018 Release
March 2018 Release Notes
August 2017 Release Notes
Summer 2017 - School Module Lightning Re...
April 2017 Release Notes
Accounts
8 Articles
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Accounts/Household & Contacts Manage...
Contact 1 and 2
Household Greeting
Wedding/Anniversary
Tracking Membership History
Aliyah
1 Article
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Recording an Aliyah
Analytics
7 Articles
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5 simple steps to reports and dashboards
Getting Started with Report Builder (Vid...
Build a New Report
Dashboard Error: 'The source report...
Why doesn't my report return the da...
Contacts
7 Articles
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Creating Contacts
The Contact Record Page
Creating Relationships
Adding Relationship Types
Leadership
Data Model
3 Articles
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Households
Classes (Programs)
Invoices
Documentation
2 Articles
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Prayer Request
Leadership Development Setup
Finance
27 Articles
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Financial Overview (Video)
Income Accounts
Designations
Invoices
Batch Revenue Processing
General
9 Articles
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What we Support
Managing Congregation Connect User Licen...
Using Global Search
List Views Overview
Manage Forms
Implementation
6 Articles
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Data Migration is an Iterative Process
Get the most out of your CC Implemenatio...
Scrubbing your data
Prayer Request Setup
Leadership Development Setup
Integrations
2 Articles
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Merchant Account in Authorize.net
How to import into The Financial Edge
Member Portal
13 Articles
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Managing your Member Portal from Congreg...
My Events/Classes Display on Member Port...
Adding Users to the Portal
Logging in as a Portal User
How Congregants Login to Member Portal
Outreaches
10 Articles
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Outreach Overview
Outreach Hierarchy
Outreach Members
Using the Outreach Members Related List
Adding Outreach Members from the Manage ...
School
3 Articles
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School Module Overview
Classes
Meetings
Services, Prayer Requests, Leadership
2 Articles
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Clergy Services
Prayer Requests
Tracking Tasks, Emails, and Meetings
7 Articles
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Activities Overview
Using the Open Activities Related List
Requesting a Meeting Using Cloud Schedul...
Creating Events
Creating Tasks
Yahrzeits & Deceased Contacts
2 Articles
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Entering Yahrzeits
Deceased Contacts
FormAssembly
8 Articles
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How to build a form
Salesforce Connectors
Adding new funds to your online donation...
Modifications Required in Winter 16'...
Payment Installments in FormAssembly
Apsona
2 Articles
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Troubleshooting Tax Letters
Mail Merges
Known Issues
16 Articles
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Invoice Buttons Incorrectly Updates Sche...
Adjustment/Credit to Written Off Transac...
Batch Invoicing Setting Incorrect Transa...
Invoice Membership Fields Incorrectly Up...
Seasonal Address does not Map the Suite/...
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Congregation Connect support is available via email. Please email support@congregationconnect.com and one of our Support Specialists will respond as quickly as possible.
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