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Videos

Custom Tab for Data Entry
(3 minutes)

Multiple Jobs Overview
(14 minutes)

How to Run Reports
(30 minutes)

Articles

• Adding a new Department
• “Dot” Boxes: Adding custom values to drop-down menus
• Copying Person Records
• Elections Module
• Extracting Raw Data from the Toolbox
• How do I set a Primary Contact for an organization? 
• How do I set up a new Action?
• How to Add Bargaining Units and Classes
• How to request a report modification
• How to set up Employer Locations ( Buildings and Work Areas)
• Mapping and Routing House Visit Packets
• Programs and Contributions Module: Using Toolbox to track dues or political contributions
• Report Finder
• Sets Module
• Setting Default Values
• Troubleshooting Citrix file Permission issues
• Understanding Assessments
• Understanding the Communicate Feature
• Using a Barcode Scanner with Multiple Jobs
• Using Default Values to speed up data entry
• Using Favorites to save frequently used reports
• Using Lists in Organizer’s Toolbox