Events Search and Views Navigation
April 2020
V4 Administrators
Be introduced to utilities used to effectively manage system functions.
Prerequisite: thankQ Essentials
Approximately Duration: 6 hours
Find out more »V4 Search and Report
Be introduced to advanced features of thankQ so you can extract data by way of power searching and export to Excel using power reporting. Get that information out of thankQ so you can analyse in a spreadsheet and create a Group for mailing campaigns etc. Find out the power of Yellow Box and Power Searching. Get to know the difference between And/Or statements and how to Include and Exclude criteria from searches. Create a Power Report to run over a…
Find out more »May 2020
V4 Essentials
Essentials has been designed to get you acquainted with various functions of thankQ so you can navigate your way around the different modules and be able to manage your contacts efficiently.
Duration - 6 hours
Find out more »V4 Finance
You will learn how to; Setup codes to be able to track money received from campaigns, events, merchandise, memberships, pledges, donations etc. Understand how to create payment batches and know the different ways thankQ can process these. Run batch reports and paying in slips. Create a quick receipt or bulk receipts from the batches and file these under the contact records. Be able to search for batches and payments. Know how to reverse any…
Find out more »V4 Administrators
Be introduced to utilities used to effectively manage system functions.
Prerequisite: thankQ Essentials
Approximately Duration: 6 hours
Find out more »V4 Advanced Mailing
This course has been designed primarily for mailing and tracking campaigns. Learn how to clean the database merging duplicate records and exporting contacts to Excel, cleaning the data and reimporting. Create Source and Destination Codes to track each segmented mailing of a campaign. Create Word Templates for the campaign and also create Receipt Templates using Field Rules and Text Rules which have conditions attached so you can personalise the wording of the receipts. Learn how to access and add/edit Mailing…
Find out more »June 2020
V4 Essentials
Essentials has been designed to get you acquainted with various functions of thankQ so you can navigate your way around the different modules and be able to manage your contacts efficiently.
Approximate Duration: 6 hours
Find out more »V4 Finance
Prerequisite: thankQ Essentials
Duration: 6 hours
V4 Essential Lite
Essentials Lite has been designed for those who do not have a lot to do with the day to day contact management. This course would suit those who work solely in Finance, Events, Major Gifts, Bequest etc and just want to know the very basics. Get familiar with being able to add a contact and also to edit any information if required. Learn how to record information such as an extra address. Get to know how to subscribe or unsubscribe…
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