Donor Management Software & Productivity Strategies                      
Toll Free: 1-877-489-9911

We Care Support - Training: New Client / New Staff / Accounting / Merging with Word

Courses listed include:

 

@EASE Introduction

Course Description: @EASE Introduction is designed to introduce clients to the range of features they will use on a daily basis. 
Course Objectives: Introduce new clients to the power of @EASE. 
Who Should Attend: New @EASE clients, new staff for existing clients, existing staff wishing a refresher course. 
Course Environment: Ease Learning Centre, Edmonton  Lab 9:30 AM - 4:30 PM 
Course Outline:

  1. @EASE Tour
  2. @EASE Organizational Defaults.
  3. Learning @EASE Lookup Tables that provide data by Value and by Reference, and how to add new entries.
  4. Adding new Private, creating a Significant Other relationship, using the Suppress Mail option and setting up a Shared Donor Summary.
  5. Corporate Donors and Corporate Contacts including the use of the Other Address for companies with several offices.
  6. How to set up a new Campaign using the Campaign Management Worksheet for planning, followed by implementation.
  7. A discussion of the default fields created when a campaign is created.
  8. Seeing how the Donation Type affects how dollars are accumulated to donor and fund records
  9. How to record gifts.
  10. Printing Batch Reports to confirm data entry accuracy.
  11. How to make corrections to receipts entered incorrectly.
  12. Printing Receipts and Resetting Receipts when printer problems occur.
  13. Running Update to Master and the effects of the Update function.

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 @EASE Just Receipting

Course Description: @EASE records all donations given to a charity whether they are charitable or not. How a donation is recorded impacts on information useful to the fund development department.  @EASE provides a full audit trail of donations received and works hand in hand with the accounting requirements. 
Course Objectives: To provide staff recording and processing receipts with the correct procedures to maintain accuracy and provide backup for all accounting entries.
Who Should Attend: Data Entry and Accounting staff.
Course Environment:  Ease Learning Centre, Edmonton Lab 9:30 AM - 4:30 PM
Course Pre-Requisites: n/a 
Course Outline:                                   

  1. How to enter a donation.
  2. How to confirm the donation has been entered correctly.
  3. How to make a correction to a gift entered.
  4. How to print a receipt.
  5. How to re-set a printed receipt.
  6. When to re-set and when to Void a printed receipt.
  7. Maintaining your audit trail.
  8. Running Update to Master: what it does and when to run it.
  9. Yearly receipts.
  10. How to extract a list of all donations in a given time period.
  11. How to reconcile charitable and non-charitable donations.
  12. Using reports:  How to get a report by date range, how to report donations to specific breakout codes or funds, how to report campaign totals.
  13. Identify the three function areas the @EASE Lookup Tables address:  management, relationship building, and data consistency.
  14. Identify tables that fall under each of these sub categories and discuss opportunities and alternatives.
  15. Identify where tables impact directly on standard @EASE Reports and @EASE Q-Xpress Selections.
  16. Introduce the EaseKMS (Ease Knowledge Management System) as an organizational tool.

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@EASE Management Seminar

Course Description: @EASE offers a powerful group of tables,  used to populate the pull downs available for different data fields in @EASE.  Knowing how to maximize the value of these tables is important.  This seminar is offered to help our clients set up these tables to reflect their organization.
Course Objectives: To provide a good starting point for custom table creation so that clients will make good decisions in the future as these tables change and modify to reflect the changing environment.
Who Should Attend: Fund Development manager, Executive Director, Board Members, Volunteer Coordinator, Data Entry staff
Course Environment:  Ease Learning Centre, Edmonton Lab 9:30 AM - 4:30 PM
Course Pre-Requisites: @EASE Introduction
Course Outline:

  1. Identify the three function areas the @EASE Lookup Tables address:  management, relationship building, and data consistency.
  2. Identify tables that fall under each of these sub categories and discuss opportunities and alternatives to record relationship data & funder research.
  3. Identify where tables impact directly on standard @EASE Reports and @EASE Q-Xpress Selections for data export.
  4. Introduce the EaseKMS (Ease Knowledge Management System) as an organizational tool.

Understanding the value of recording information about donors and funders creates a knowledge-base for an organization. When this information is not recorded, valuable historical data is at risk.

The Palest Ink is Better than the Best Memory!  Chinese Proverb

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@EASE Merging with Word

Course Description: Learn how you can build your own reports, letters and labels using the @EASE Q-Xpress Export File.  This course shows you how to use the Letter field defined for each campaign to make those thank you letters meaningful and easy to write. The session also shows how you can email directly from Word using your @EASE mailmerge.txt file. Your ability to use MS Word effectively, will provide the flexibility you need for special events and more.  
Course Objectives: To provide Word merge skills. 
Who Should Attend: @EASE users who wishes to create custom reports, letters, labels, make use of the Letter field and create more interesting email communications using @EASE export files. 
Course Environment: Ease Learning Centre, Edmonton Lab 9:30 AM - 4:30 PM
Course Pre-Requisites: @EASE Introduction, MS Word skills
Course Outline:

  1. Learn how to use Windows features to simplify navigating your folders.
  2. Document set up including headers and footers.
  3. Effective use of tabs.
  4. @EASE merge file format.
  5. Creating letters, labels and lists.
  6. Formatting numeric, phone and date fields for desired results.
  7. Building conditions with the If -Then-Else Word field.
  8. Using Tables and how to populate them with merge fields.
  9. Using Formulas to generate totals.
  10. Sorting tables for different views of the same set of data
  11. Using the @EASE Letter field to create many different letters in one print activity.
  12. How to create an email file in Word and merge to Outlook.

Knowledge is Power

Training is an Investment not a Cost!

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