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Hatfield Senior Center

Date:

2/23/24, 2:00 PM

Trainer:

Bryan P

Training Type:

Rating:

On-Site

Next Training Needed:

Next Training Date:

Notes:

This was a great training. They are such great staff over at that center. We went through it all. Morning I covered People stuff, afternoon was Events and then did some one-on-one with Cookie, Laura , and Gerry.

Overall, they really want to use MSC for mailing labels if we can get some data things done for them below. They are also very pleased to have learned so many tricks and tips at the training. We had some good laughs. Really nice session.

Follow Up tasks and email:
Bryan (put in task for all of these today)
1. Archive and hide all current groups. They weren't using that area before and want it cleaned up
2. Add "413" to everyone's home/cell field that's only got 7 digits in it.
3. Email Tina/Gerry about Broadcast Premium

Gerry:
1. Sending us a few excel spreadsheets:
a. 3 villages nearby > we create group for her of those people (they don't do stamps for them)
b. mailing list (newsletter) > we active everyone's mailing icon AND marry icon according to households

2. Emailing about us merging a few more dup events. (Bryan put in task today)

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