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Carrie

Archiving Individuals and Households in IconCMO

June 10, 2020 by Carrie 2 Comments

shelf full of file folders filled with documents that are replaced with software programs for church

You will want to archive individuals you are not actively engaging with (attending events, visitations, sending communications, etc.) Archiving individuals and households in IconCMO is easy. Examples include those who are deceased, have transferred to another church or are infrequent visitors. Archiving these individuals will not remove them from the system. All historical information remains… ⪼ Continue Reading…

Filed Under: People Tagged With: church membership, church reports, church technology

7 Ways to Get Help with IconCMO– Church Software Resources

August 13, 2019 by Carrie 3 Comments

Fund Accounting software help

Icon Systems has a lot of church software resources available to help you navigate IconCMO and learn how to accomplish your daily tasks within the system. Here’s a list of complementary resources included with your subscription to IconCMO and the top 7 ways.  When logged into your IconCMO account—in the upper right hand corner you… ⪼ Continue Reading…

Filed Under: Tech Tagged With: church accounting services, church payroll, church technology

Church Software User Security – Do’s & Don’ts

July 9, 2019 by Carrie 1 Comment

Businessman use Laptop with interface of padlock and cloud computing technology, Cyber Security Data Protection Business Technology Privacy concept.

Internal security is just as important as external security. In other words, there is no sense locking the building doors (external security), if you don’t take church software user security (internal security) seriously. If you want to protect your church’s information, you will have to be diligent. For example you want to be careful about… ⪼ Continue Reading…

Filed Under: Tech Tagged With: church accounting software, church management software, church payroll, online security

Create Recurring Donation Batches in IconCMO

June 6, 2019 by Carrie Leave a Comment

picture of credit card for online donations with money behind it

Did you know that you can create a batch of recurring transactions? After a recent focus meeting, we’ve discovered that many organizations using IconCMO are unaware of how to duplicate batches. It’s a handy tool that can save you a lot of time. Here’s how it works: Once the duplicate icon is clicked a sub-screen… ⪼ Continue Reading…

Filed Under: Contributions Tagged With: church management software, irs compliant software, non-profit, online donations

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