(800) 242-8371 info@Chaverware.com

Training Classes

Previous Classes:

Please click on the links below to watch the recordings. You will only have access to classes that you attended.

Salesforce Reporting – Beginner Level (1.7.2019)

Salesforce Reporting – Advanced Level (1.10.2019)

Account & Contacts (1.28.2019)

Process Automation – Part 1 (2.11.2019

Process Automation – Part 2 (2.14.2019)

School Module (2/25/2019)

Batch Revenue and Payment Processing (3/19/2019

Upcoming Training Classes:

Your synagogue will be billed $50 for the training.

March 19, 1 PM: Batch Revenue and Payment Processing

  • Invoicing Members
  • Invoicing for Membership
  • Posting Payment for Billing
  • Posting Payments that are un-billed
  • Adding fields to the BPP wizard

Prerequisites: Users should be familiar with invoices and transaction.

April 2, 1 PM: Fields and Objects Creation

  • Standard Objects vs. Custom Objects
  • Package Objects and Fields
  • Override Object and Field Labels
  • Creating a Custom Object (and Tab)
  • Creating Custom Fields

Prerequisites: Basic knowledge investigating Salesforce and interacting with records; Familiarity with entering data; and Familiarity with navigating the setup menu.

April 11, 1 PM: Apsona Mail Merge

  • Creating a template
  • Source reporting
  • Table Data Report
  • Creating a merge action (email & print)

Prerequisites: Users should be familiar with navigating Apsona.

March Office Hours

  • This is not a training. Sign-up here.

Join us for our monthly Congregation Connect Office Hours on Thursday, March 28, starting 2:00 pm (Eastern). We will have a live discussion on Congregation Connect features, recent updates, and best practices. Collaborate with other users, exchange ideas, and learn from fellow users.

April Office Hours

Due to the Passover holiday there will not be office hours in April. Office hours will resume in May.