Automation That Will Make Your Day-To-Day Easier in eTapestry

In eTapestry, there are places where you can schedule a report to run all by itself on the freqency you need it to run or be able to properly set up task lists by use of some journal entries like Contacts and Calendar Items. In this session, Customer Success Manager Geoff Arbuckle will help you get a better understanding of these features that can help automate you and your users' tasks in an easy way that you can have complete control of your day.

In this session you will learn:
- How to create journal entries like Contacts or Calendar Items to help manage task lists.
- How to maximize your ability to connect with your major donors or prospects you wish to cultivate in an easy to manage way with help of your eTapestry database.
- How to automate reports with those tasks you need to complete each week or each day with the use of Scheduled Reports in eTapestry
- How to make sure your calendar and favorite reports are available to you as soon as you log into eTapestry through the use of your user's personal dashboard.

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