(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)

Upcoming Training Classes:

Your synagogue will be billed $50 for the training.

Feb 25, 2 PM: School Module

  • Understand Classes and Enrollments
  • Create Meetings and take attendance
  • Send an Email, Deep Clone, Out to Outreach

Prerequisites: Users should be familiar with navigating Congregation Connect.

March 5, 2 PM: Apsona Mail Merges

  • Create a template
  • Source Report
  • Table Data Report
  • Creating a merge action (email and print)

Prerequisites: Users should be familiar with navigating Apsona, running reports and mail merges. This training class will focus more on the mail merge building components and will not be a comprehensive review of Apsona.

March 21, 2 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.

Feb 28, 2 PM: February Office Hours

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

Join us for our monthly Congregation Connect Office Hours on Thursday, February 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.

February topics (as requested): Fundraising and Dashboards