eTapestry

The following exercises are intended to help supplement the online training that you attended. You will be using a special training database for these exercises, so be creative and have fun while doing this hands on portion of the eTapestry.com training class. Other organizations use this data also, so please do not put anything in that you would not want in our database. As always if you have any questions please feel free to look in the eTapestry online help area (the big yellow question mark on any screen) or just send us an email at .(JavaScript must be enabled to view this email address).

Entering Accounts
Entering Journal Items
All About Queries
Reports, Exports & More

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Getting Started:

Go to eTapestry Training
For user ID and password use the following structure:

1. Login: exercise.user1
2. Password: training
3. If you shoold receive a message that this user is already logged in, you can use login ID numbers 1 - 10, (i.e. exercise.user2, exercise.user3, etc.) The Password for all Login Id’s is training. So, if you get this message about someone already logged in, just try a different number.
4. Please keep in mind that the information you enter during these exercises will be viewed by other eTapestry customers and employees. Have fun, but please be considerate of others.

Finding Accounts & Navigation

1. Go to Find Account under the Main Menu
2. On the Quick Find screen, type in Marshall.
3. Select the PRIMARY Persona for John Marshall
4. View the Home Page for John Marshall
5. From the Home Page, view the Giving Summary Information
6. At the top of the page, choose to go the Defined Fields page. (You can choose to Hide Empty Fields)
7. Go back to Find Account under Main.
8. Choose the shortcut icon that will take you directly to the New Gift/Pledge screen
9. Go back to Find Account under Main.
10. Choose the shortcut icon that will take you directly to the Journal.
11. Where else can you go to search for accounts?

Adding Accounts:

1. Go to Add Account. There are two places where you can go. Do you know where they are?
2. Add your own name and address information to the system.
3. You are going to add other new accounts, where do you go to do that?
4. Add the name and address for someone famous to the system
5. Add the name and address for your best friend to the system.
6. Add the name and address for your favorite athlete.

Adding Additional Account Information:

1. Look up your name. You need to add yourself as an Individual Account, a Board Member and enter your interests. This is done in one place. Do you know where to go?
2. Go to Find Account and Search for your best friends account. From the Relationship Screen, relate your account to theirs as Friends.
3. Still on the Relationship Screen, set up a Household Relationship between you and your favorite athlete. Make yourself the Primary, or Head of Household.
4. Look up your famous person. Add a Seasonal Persona to their account for Aspen!
5. Go to your account, change your Recognition Type to Anonymous. Do you know which screen?

If you shoold have questions, please contact .(JavaScript must be enabled to view this email address). Thanks for taking the time to complete these exercises!

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Getting Started:

Go to eTapestry Training
For user ID and password use the following structure:

1. Login: exercise.user1
2. Password: training
3. If you should receive a message that this user is already logged in, you can use login ID numbers 1 - 10, (i.e. exercise.user2, exercise.user3, etc.) The Password for all Login Id’s is training. So, if you get this message about someone already logged in, just try a different number.
4. Please keep in mind that the information you enter during these exercises will be viewed by other eTapestry customers and employees. Have fun, but please be considerate of others.

Adding Gifts, Pledges and Pledge Payments:

1. If you have done your account exercises, go to Find Account and look up your account in the database. If you haven’t, look up Phil Browning. Use the shortcut icon to reach the New Gift/Pledge screen. (Do you remember which one?)
2. Add an outright gift to your account for $1000, to the Unrestricted Fund, for the Annual Campaign with an Approach of Spring Mailing.
3. Go back to Find Account and search for Sophie McIver.
4. Use the shortcut icon to get to the Journal screen. Add a New Gift/Pledge for Sophie from the Journal. She gave a $500 check, numbered 2354. (Can you remember where the check info goes?)
5. Mike Rusche has just made a $10,000 pledge to the Capital Campaign. He wants his pledge to go toward the West Wing Building Fund. The pledge was a result of a Personal Solicitation. He wants to pay this pledge in quarterly payments for the next 5 years. His first installment is due the 15th of next month.
6. View the Payment Schedule once you have completed exercise 5 above.
7. Allen Jones has just made a $50 payment to his pledge. Will this pay the pledge off? Go and see after you have entered the payment. Remember where to go to find Pledge Information?

Adding Tributes:

1. Go to Add Account and add a Tribute to the database using the name of your favorite actor.
2. Go to Find Account and look up the name of John Marshall.
3. Select the shortcut icon that takes you the New Gift/Pledge screen.
4. Enter information for a new gift, (choose any Fund, Campaign and Approach you would like. Go to the Tribute information section and link this gift with the Tribute Account for your favorite Actor.

Adding Contact, Note and Calendar Items:

1. If you have completed your account exercises, go to Find Account and search for your best friend. If that account isn’t there, search for Christopher Smith.
2. You have been working with this account to get him to join your Special Events committee. You had lunch with him yesterday and he told you that he was interested, especially in chairing the committee. Enter a Contact with this information! Oh, by the way, he wants to see some information about your organization.
3. Sophie McIver was featured on a local TV station for her work with the United Way. This may be something you would like to remember. Add a Note!
4. You need to notify the Finance Committee of their next meeting on Friday at 4:00pm. The meeting usually lasts about 90 minutes. Grace Manning, Harry Crawford, Marge Simpson, Faith Moore and Gunther Foster are also members. Add a Calendar Item inviting them. (This database is NOT attached to an email server, so just “pretend” that you have checked Send Email to Attendees! Thanks)
5. Go back to the Welcome screen. Is your Calendar Item there? Did it also save to the above accounts? If not, check the date range on the Journal Page. Remember, the date range on the Journal only goes out for one week in advance.

If you should have questions, please contact .(JavaScript must be enabled to view this email address). Thanks for taking the time to complete these exercises!

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Getting Started:

Go to eTapestry Training
For user ID and password use the following structure:

1. Login: exercise.user1
2. Password: training
3. If you should receive a message that this user is already logged in, you can use login ID numbers 1 - 10, (i.e. exercise.user2, exercise.user3, etc.) The Password for all Login Id’s is training. So, if you get this message about someone already logged in, just try a different number.
4. Please keep in mind that the information you enter during these exercises will be viewed by other eTapestry customers and employees. Have fun, but please be considerate of others.

Queries:

1. Go to Query under the Main menu. Add a New Category with your name on it, such as Dorothy’s Queries.
2. Select your new Category. Add a New Account Query to select All Donor accounts that are Current Board Members. (Don’t forget to name your new queries!) Preview to see how many accounts were selected. Change the data return type to Journal Entries and preview the Journal Entries for this query. Do you remember why there may be more entries appearing in the Journal then the Account?
3. Create an Account Query that will select any of the donor accounts that you do not wish to mail to. Call it your Do Not Mail List
4. Your boss needs to know the accounts whose total outright giving is more than $5000. She/he needs this information for Last Calendar Year. (Hint: Donor Journal Entry Date Category!) Preview this query both for the number of accounts and number of transactions. (see exercise 2)
5. Create a Query that will show Journal Entries for donor accounts that have given to the General/Operating Fund. Create a Journal Entry query for people who may be behind in the their pledge payments. (Hint: Arrears) Preview this query.
6. You are planning to use your list of General Fund donors for a mailing later. However, you do not want to mail to the people on the Do Not Mail list. Create a New Compound Query to subtract the Do Not Mail List from the General Fund Donors. Call this query your General Fund Final Mailing.
7. You’re curious as to how many Board Members may have given to the General Fund. Create a New Compound query that will find the accounts that are in both queries. (Hint: Intersect) Did you have very many?
8. Your board president has a special letter going to just a small group of accounts. You can’t find anything that they have in common with each other to get them into a query. The names on the president’s list are Patricia Hamilton, Lacy Bazilio, Robert Haddad, James McNamara and Max Anderson. What can you do? (Hint: Custom)

If you should have questions, please contact .(JavaScript must be enabled to view this email address). Thanks for taking the time to complete these exercises!

Back to the Top

Getting Started:

Go to eTapestry Training
For user ID and password use the following structure:

1. Login: exercise.user1
2. Password: training
3. If you should receive a message that this user is already logged in, you can use login ID numbers 1 - 10, (i.e. exercise.user2, exercise.user3, etc.) The Password for all Login Id’s is training. So, if you get this message about someone already logged in, just try a different number.
4. Please keep in mind that the information you enter during these exercises will be viewed by other eTapestry customers and employees. Have fun, but please be considerate of others.

Special Reports:

1. Run an Approach Activity Summary for Last Year. (Hint: Don’t forget to choose a query for Donor Journal Entry Date!) Print out the detail for the gifts made from Personal Solicitations.
2. Wonder who are the Top 10 Donors for all time based on Received Amounts? Can you find out? Is there an Account Report that can help?
3. You need some good information on your Pledges. What should you run?
4. It’s time for your Annual Report! You need to get a breakdown of donors for the following dollar ranges, based on received amounts:

0.00 - 49.99
50.00 - 999.99
1000.00 - 4999.99
5000.00+

You need this breakdown for people who gave last year. (Hint: Donor Journal Entry Date!)

System and Special Exports:

1. Your boss has asked you to run some Mailing Labels. (Do you remember where this definition is found?) You may first want to print them to screen so you can make sure you have the correct group. The query you will need is found under Dorothy Queries and the name of the query is Indiana Residents. Run this first to screen, then go back and do an Export. Once the file is exported and you have saved it to your computer, try going to Word and perform the merge for Mailing Labels!
2. Do you remember a quick and easy way to process your Thank You Letters? Pretend you only do your letters once a week. First, go in and add some gifts to about three accounts. Then, use the query Donor Journal Entry Date and the Query of This Week when you run the Thank You Letter Definition. (Remember, if other customers have been adding gifts this week, you may find more than your three in your query. Try creating a Thank You Letter in Word once the export is completed.
3. Review the Special Export Category.

Creating your own Report/Export Definition:

Create a new Report/Export Category for your definitions.
Create a new definition that shows the phone number, name and city. Sort the new definition alphabetically. Run it to screen using the Base and All Donor query. Do you remember how you would then export this out of eTapestry?
Create a new Journal Definition selecting the name, date, fund, campaign and received amount. Also run this with the All Donor query. Run this report with a Journal Entry Query selecting dollar amounts.

If you should have questions, please contact .(JavaScript must be enabled to view this email address). Thanks for taking the time to complete these exercises!

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