Working with Breeze – tags – advanced – setting up auto tags and smart tags

Sat, Aug 15, 2020 3:00 pm - 4:00 pm


This session is to learn more about how to effectively use Breeze database tags to create categories of participants, especially smart tags and auto tags.

Leaders in the other three Metro Vancouver Unitarian congregations (Beacon, North Shore and South Fraser) are also invited to attend and, if space permits, other congregations in Canada

Contact Mary at connect@vancouverunitarians.ca with any questions. Preregister for this and other tech workshops here:

https://vancouver.breezechms.com/form/breezeforms

Sign into zoom at:  ucv.im/tech-workshop We will have waiting room enabled and only registered participants will be admitted.

Mary will moderate questions.

If you did not attend “Slack 1” please view the video in advance and make a list of your questions.

Topics will include

  • tags
  • organizing your tags
  • permissions for tags
  • auto tags and smart tags connecting with forms

Note: This is NOT a Breeze Basics workshop.

Prerequisite: access, change own data, upload photo, send email through Breeze, access online directory. Contact congregational administrator (ca@vancouverunitarians.ca 604-261-7204)  if you need assistance with basics.

Once registered you can sign into zoom here:  http://ucv.im/tech

Send questions in advance to ucvconnect@gmail.com or via chat while on the call. Mary will moderate questions.

Past participants commend Janni on her extensive technical knowledge, teaching ability and problem-solving ability. We’ll record the session so UCV members not able to attend can watch afterwards.

We will have the zoom waiting room enabled on zoom and only letting in registered participants.

Instructor: Janni Kretlow

Janni Kretlow

Janni has over 30 years of office management experience, including six years as Church Administrator at the North Shore Unitarian Church (NSUC).  In 2017, NSUC launched Breeze with Janni as its Administrator. She has trained all of NSUC Breeze’s users, and continues to unfold various aspects of Breeze to church members, leaders, and staff.  In her workshop, Janni will share tips and tricks that will be especially helpful to committee chairs and small group leaders. She will include time for Q & A at the end of the session.

To ask for links to past training videos and documentation, ask Galen or John

 

 

 


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