Community Plus Demonstration Session Video

This video demonstrates the Community Plus program in TASS, which helps schools manage and maintain detailed information about their community members. It highlights three key functions: identifying a person’s roles and connections within the school, tracking family and relationship structures through genealogical mapping, and creating customized correspondence lists for targeted communication. The tutorial covers entity records, person surfing between TASS and Community Plus, managing notes and correspondence logs, generating ancestry reports, and using the List Builder to prepare and send emails for events like fundraising dinners.

Note: Community Plus is a prerequisite for TASS Version 52.

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00:04 – Introduction to Community Plus and its main functions
00:18 – Overview of identifying a person’s role in the school
00:33 – Explanation of entities and standalone person concept
01:12 – Example: Viewing Person record
02:53 – Accessing Community Plus in TASS and person surfing
05:01 – Extended fields, notes, and correspondence logs
07:06 – Viewing roles and associations beyond entities
07:09 – Genealogical tracking and relationship mapping
10:02 – Generating relationship reports with hyperlinks
10:33 – Associations and non-family relationships
10:56 – Student and enrolment ancestry reports
12:01 – Creating customised correspondence lists with List Builder
13:11 – Adding current parents and donors to a list
15:29 – Removing board members from the list
16:14 – Sending correspondence using List Mailer
17:19 – Email setup, attachments, and correspondence logging
19:09 – Viewing mailing list report and drilling down to person records
20:22 – Confirming correspondence log updates
20:43 – Session conclusion and help resources

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