Total Info’s first module / dashboard was created to handle Development / Fundraising. So the “basics” of understanding contacts, households, and the data structure of the system are the beginning pages of the Development Manual. We recommend you read through pages 1 – 24 of the Development manual you’ll find here prior to watching the overview training video. These videos are un-editied, so you can skip ahead to the 12:45 marker, when it actually begins.
You can access the Total Info Development (Fundraising) Manual here. You’ll have already reviewed the first section as you began your training / watched the “Overview” video. We recommend you now review the remainder of the Development manual and then watch the training videos.
You can access the Total Info Box Office User Manual here. Please note staff and volunteer training does not cover annual set-up of Total Info with regard to affiliations and accounting, which the Managing Director will do. The training below is intended for volunteers and staff who are selling tickets and selling / redeeming subscriptions by phone and online. Part II of the box office training (below) will cover staffing the box office windows and setting up for a performance.