Resources

Rock RMS 2022 Takeaway

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Stewardship and Financial Reporting Takeaway

BCC Donor Matrix

Workflow.json (be sure to remove any hardcoded email values in the Send Email actions)

Thank You PDF

Download Presentation Slides

If you want to get any of the SQL for any of the reports listed on the slides or have other questions you can contact me at: jeff@simpledonation.com or 512-846-7803.

Direct link to Video