Year End Tips
Year End Transition Webinar
Be prepared to complete the year end transition. This includes an overview of how the contact database works and how to assure that your year end transition does not leave you with a messy database. This does NOT cover how to close out your ...
FAQs - Year End Transitioning
FAQ - How should we track student memberships from year to year? For high schools that want to track student memberships beyond the current year, we recommend creating a Custom Field for Student Membership. It should be set to Admin Only and be a ...
Sample Timelines
Elementary School PTO – New Year Launch in July Grades at school are Kindergarten – 5th grade Last day of school is May 28 Plan to launch summer sales and back-to-school registration on July 15 Active contacts expiration date is set for June 30 First ...
Tracking Students from Year to Year
Best Practice – Creating Alumni Keep track of which students belong to which "class" by using an admin only field to track their graduation year. It is a good idea to use the year that the students will be graduating from high school. If you ...