Beginner's Guide for Building your ChMS database

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- Beginner's Guide: ChMS
  
  Just got the keys to your new ChMS? Here's your next step.
  Whether you enjoy comprehensive training videos or step-by-step help articles, you're in the right place to become a digital master for your eCatholic ChMS.
- Watch. Learn. Manage.
  
  Unlock the power of your ChMS with our helpful training videos!
  Managing member data shouldn't be complicated.
  Watch our three-part video training series, which guides you through your new ChMS features and tools, ensuring you understand your database and are prepared to take on important ministry details with confidence.
  
  Start My Training
1. Build a Strong Foundation
- Here are a few essentials that shouldn't be overlooked. Let's connect your technology and build out your team!
- Article 1 Enable your ChMS and Website IntegrationWhen your tech talks, building a better administrative workflow is easy.
  Article 2 Add new staff members to your database It's time to build out your team of helpers and volunteers.
  Article 3 Invite parishioners to the Member Portal Get help keeping member info accurate and up-to-date.
2. Manage Family & Member Records
- Once you're all set up, it's time to settle into the everyday details and tasks for managing your ChMS database.
  
  Explore Popular Help Articles
- Article 1 How to use the Family Explorer
  Article 2 Adding a new family & individual members
  Article 3 How to use Family Tags in your database
  Article 4 How to send an email from the ChMS
3. Track Involvement & Manage Funds
- Keep your entire team on the same page by utilizing the Committees and Fund Raising tools in your ChMS.
- Article 1 How to create a group in the ChMSGroup your members together for better record organization.
  Article 2 How to add members to a groupNow, put all your members in the right place.
  Article 3 How to create a new fund in your database The right setup will help you see active pledges and contributions.
  Article 4 How to clone a batch contribution entry Eliminates tedious work for those consistent contributions.
- Last thing—don't forget to save these for later!
- There might be some additional features and reports that you'd like to utilize in the ChMS, just not quite yet. Be sure to bookmark these additional resources for the future!
- How to Create Annual Statements
  
  How to Create Mailing Labels
  
  Generate a Fund Raising Report
Still have questions?
Let's chat!

Have questions? Concerns? Sweaty palms?
Our team is here to help (with a smile).
- ChMS FAQs Check our frequently asked questions.
- Contact Us Give a shout. We'd love to hear from you!

Beginner's Guide: ChMS

Just got the keys to your new ChMS? Here's your next step.

Here are a few essentials that shouldn't be overlooked. Let's connect your technology and build out your team!

Once you're all set up, it's time to settle into the everyday details and tasks for managing your ChMS database.

Keep your entire team on the same page by utilizing the Committees and Fund Raising tools in your ChMS.

Last thing—don't forget to save these for later!