From: "Bernstein, Rick A - WHS" <Rick.Bernstein@wisconsinhistory.org> Date: Thu, 20 Feb 2014 09:06:25 -0600 Subject: FW: February 2014: Upcoming Training and PastPerfect-Online Milestones Message-ID: <00AA6B5EE1FBC74AB188B9C284246D89014031734B@MEWMAD0P1701.accounts.wistate.us>
See training opportunity below.
Rick Bernstein
Field Services-Southern Region
Wisconsin Historical Society
608 264 6583
Collecting, Preserving and Sharing Stories Since 1846
From: newsletter5@m3.comm100email20.com [mailto:newsletter5@m3.comm100email20.com] On Behalf Of PastPerfect News
Sent: Wednesday, February 19, 2014 8:09 PM
To: Bernstein, Rick A - WHS
Subject: February 2014: Upcoming Training and PastPerfect-Online Milestones
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Upcoming Reports Training
Jennessa Reed
Research and Reporting with PastPerfect 5.0
March 18-19 | 10:00 a.m. - 12:30 p.m. ET (7:00 a.m. - 9:30 a.m. PT)
Research and Reporting with PastPerfect 5.0 is a two-day course that will demonstrate how researching and reporting on your collections, donations and membership dues in PastPerfect is straightforward and effective. This course includes a review of PastPerfect's research options, highlights from PastPerfect's 300+ built-in reports, easy-to-use tools to modify existing reports, and the simple steps for creating your own reports using Report Maker. Registered participants will receive a free copy of the Research and Reporting with PastPerfect 5.0 Training CD, which complements this course.
Call 1-800-562-6080 to reserve your seat today.
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PastPerfect-Online Achieving New Heights
Jessica Meulendyk
Our family of PastPerfect-Online clients continues to grow, allowing searchable online access to PastPerfect records world-wide. As of January 2013, over 400 PastPerfect-Online sites are sharing more than 3.2 million collection records online. In 2013, online visitors performed 1.9 million searches on these records, an increase of more than half a million searches from 2012. Over the past five years, PastPerfect-Online searches have totaled 5.5 million. To browse PastPerfect-Online sites, visit http://pastperfect-online.com<http://comm100email20.com/Newsletter/Newsletter_Click.aspx?version=4&type=0&EmailId=533&EmailMessageId=1025&UserOrContactId=13491&siteId=45720&LinkId=2264>.
For more information about how you can share your PastPerfect records with the world, view the PastPerfect-Online product page: http://www.museumsoftware.com/pponline.html<http://comm100email20.com/Newsletter/Newsletter_Click.aspx?version=4&type=0&EmailId=533&EmailMessageId=1025&UserOrContactId=13491&siteId=45720&LinkId=2263>.
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Report Highlight: Membership Renewals
Melissa Sheinman
The “Membership Renewals” report can quickly show you membership renewal and overdue information for a set period of time. You can use this information to analyze membership retention and the frequency of new memberships.
Begin at the Main Menu and click on “Reports.” Select the “Dues & Donations” button and click on the “Membership Renewals” report. When you click “Run Selected Report” you will be prompted to enter a date range. If you want to review the previous calendar year you will enter the range as “01/01/2013 thru 12/31/2013.” It may also be helpful to run this report at the end of each month to get smaller batches of information.
In addition to selecting your date range you can choose whether or not to include overdue payments. Including overdue payments will give you an idea of how many memberships are past due. You can sort the report by date, membership number, name, or amount.
When you preview the report you will see a list of all members who have joined, paid dues, or became overdue during your date range. The bottom of the report will have two sets of totals for each category (new, renew, past due): the total dollar amount for each category, and the total membership count for each category.
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To learn about more helpful reports, or to learn how to build report maker reports, please consider taking our “Research and Reporting with PastPerfect 5.0” training class next month!
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February 2014
Reports Training
PastPerfect-Online Milestones
Report Highlight
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Upcoming Events
March 18-19: Reports Training
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Update Release: 5.0C7
The latest update to PastPerfect 5.0, 5.0C7, was released on January 14, 2014.
This update contains fixes to the program as well as new features. The update is free and available for download at our website<http://comm100email20.com/Newsletter/Newsletter_Click.aspx?version=4&type=0&EmailId=533&EmailMessageId=1025&UserOrContactId=13491&siteId=45720&LinkId=2183>.
If you have any questions about this update, please call our support office at 1-800-562-6080.
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From the Blog
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What is it?
Visit the blog<http://comm100email20.com/Newsletter/Newsletter_Click.aspx?version=4&type=0&EmailId=533&EmailMessageId=1025&UserOrContactId=13491&siteId=45720&LinkId=2189>.
PastPerfect Software, Inc.
300 N Pottstown Pike, Ste 200
Exton, PA 19341
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1-800-562-6080
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PastPerfect Software, Inc. | 300 North Pottstown Pike, Suite 200 | Exton | PA | USA | 19341
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