Training Exercises - Entering Accounts

Getting Started:

  • Go to eTapestry Training
  • For user ID and password use the following structure:
    • Login: exercise.user1
    • Password: training
    • 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.
    • 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 should have questions, please contact support@eTapestry.com. Thanks for taking the time to complete these exercises!!!