Training Exercises - Entering Journal Items

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.

    • 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 support@eTapestry.com. Thanks for taking the time to complete these exercises!!!