| FIND A SINGLE PERSON
| FIND a single person record, retrieve their contact information (telephone, email etc.). Review their participation history, past notes and tags, and financial history.
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| NAVIGATE PEOPLE & HOUSEHOLDS
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| EDIT CONTACT INFORMATION
| FIND a single person record, edit their contact information (telephone, email etc.)
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| EDIT BIOGRAPHICAL INFORMATION
| FIND a single person record, edit their biographical information (birthdate, gender, pronouns, allergies, etc.)
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| MAKE A NOTE
| Enter a text note about a person, attach a PDF document or image...
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| ADD A NEW PERSON
| Add a new person record with a household...
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| CONNECT / DISCONNECT PEOPLE & HOUSEHOLDS
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| CONNECT / DISCONNECT PERSONAL RELATIONSHIPS
| Map relationships between people: PARENTS / CHILDREN etc.
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| FIND A SINGLE ACTIVITY
| FIND a single activity record, review dates & participants.
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| CREATE A NEW ACTIVITY
| Create a new Program, Membership, Event, or something else...
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| PARTICIPATION
| Add and organize participants for an activity: role, status, group
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| WEB PUBLISHING
| Share activity information on a website
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| MARK TAGS
| Create and apply a MARK TAG
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| MAIL TAGS
| Create and use a MAIL TAG with message text and merge fields
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| FORM TAGS
| Create and use a FORM TAG to collect information via a web form
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| PARTICIPATION PORTAL
| Configure, share, and use the PARTICIPATION PORTAL for an activity
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| INBOX
| Process incoming data from web forms
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| PRODUCTS
| Create & Edit products
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| INVOICES
| Create & Edit invoices
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| PAYMENTS
| Enter payments and credit them towards an invoice
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| DONATIONS
| Receive and thank donations
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| DEPOSITS
| Group incoming cash and checks into bank deposits
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