Download User Manual Version 2
Transcript
Getting Started Zip Codes The next setup step to complete is the zip code table: By entering the zip codes your church anticipates using, along with their corresponding city and state, Excellerate can automatically enter the city and state for you when pre-members or members are added to the system. The program can also automatically assign those members to a specific division, (not a specific cell) based on their zip code. This may, for example, prove helpful in assigning people to follow up with first-time visitors to a church service. The visitor s zip code would automatically put them into a division, and someone from that division could maintain contact with them. Although they may not remain in that division upon becoming members, they have a point of contact from the church that is specific to their area. Simply hit the Add Zip button to enter a new zip code, and the corresponding divisions. You may also add zip codes as you use the program during member entry. 23