Welcome to Advance

Welcome to the Advance Help Suite. The Help Suite contains topics that cover conceptual and task-related information as well as reference topics that describe fields and buttons on the pages, applications and forms in the system.

 

In this Help Suite, you can:

 

 

This Help Suite contains information on the following areas of Advance:

 

New Users: Learning the Basics

Learn Advance Concepts and Terminology.

 

Looking Up and Finding Data

Learn how to find lookup and find data in the database.

 

Biographic Maintenance

Learn how to find lookup and modify biographic information.

 

Gift, Pledge and Matching Gift Entry

Learn how to enter gifts, pledges and matching gifts.

 

Membership and Dues Payment Entry

Learn how to enter memberships and dues payments.

 

Events

Provides an overview of Events and common Event related tasks.

 

Prospect Management

Provides an overview of Prospect Management and common Prospect Management related tasks.

 

Tailoring Advance

Learn how to configure Advance.

 

System Option Settings

Learn about the Advance system option settings.