Why Administry?¶
Administry makes day-to-day ministry easier. Administry allows you to instantly see a client’s entire history with your organization, including pledge history, notes left by fellow caseworkers, and all of their contact information. No more searching through clumsy spreadsheets every time someone calls you for help!
Administry makes data analysis easier. Administry helps you communicate more effectively with donors and other stakeholders by showing you exactly how much money you’ve disbursed over time. It organizes pledges by category, vendor, even zip code so you can understand where your clients’ true needs are.
Download this user guide as a PDF
Contents:¶
- Getting Started
- Log in to Administry
- User Profile
- Administrator Tools
- Configuring Users
- Fund Setup
- Vendors
- Services
- Resources
- Caseworkers
- Searching for Clients
- Viewing Clients
- Adding Clients
- Adding Pledges
- Adding Actions
- Client Notes
- Client Documents
- Client Flags
- Reports
- Approving Pledges
- Printing Pledges
- Payments
- Support