Schedule at a Glance
- ENTERPRISE® 101 for United Way
- Tuesday, September 18, 2018 - 2-4pm ET - $200 (Register)
- ENTERPRISE® 102 for United Way
- Tuesday, October 2, 2018 - 2-4pm ET - $200 (Register)
- Gift Processing for United Way
- Tuesday, October 16, 2018 - 2-4pm ET - $200 (Register)
See full class descriptions below. There will be a question and answer session at the end of each webinar. The webinar training cost is per webinar per organization. Registration invoices will be emailed to our finance contact at your organization.
Descriptions and Details
ENTERPRISE® 101 for United Way
Tuesday, September 18, 2018 - 2-4pm ET - $200 (Register)
Learn the basics of ENTERPRISE® such as navigation, inquiry windows, Account Management, and how to create new accounts.
ENTERPRISE® 102 for United Way
Tuesday, October 2, 2018 - 2-4pm ET - $200 (Register)
Learn how to manage your accounts in ENTERPRISE® through Campaign Management, Touchpoints, and Prospect Management.
Gift Processing for United Way
Tuesday, October 16, 2018 - 2-4pm ET - $200 (Register)
Learn the basics of Gift Processing such as batches, pledge entry, employee summary accounts, and Designation Management.
Designation Batches and SUM Accounts for United Way
Learn how to use employee summary accounts to enter bulk pledges. Then use designation batches to assign those pledges later to specific donors when you receive the pledge detail.
Unapplied Payments for United Way
Learn how to use unapplied payments in ENTERPRISE® to enter payments when you are unsure of the campaign pledges they should be applied to or those pledges have not yet been entered.
United Way Database 2 and ENTERPRISE®
Walk through recommended ENTERPRISE® configurations to efficiently complete the United Way Database 2. Then review our custom SQL scripts to expedite your data export.
Campaign Roll for United Way
Walk through the steps and procedures to roll your campaign. Review the recently added end of campaign year parameters to set goals, projections, and contacts.