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…
7 Ways to Get Help with IconCMO– Church Software Resources
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. Printable Getting Started Guides & Tutorial Videos Help link shortcuts on every… ⪼ Continue Reading…
Church Software User Security – Do’s & Don’ts
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…
Create Recurring Donation Batches in IconCMO
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…