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Priscilla Hughes
Church / Financial Administrator
Asked a question 10 months ago

We are new to Realm. We have been with Shelby Systems for a number of years. We are starting from scratch and entering data ourselves. Does anyone have any tips for newbies?

Where am I?

In MinistrySmart Community you can ask and answer questions and share your experience with others!

First thing.... GO clean up all the Shelby profile information in groups.  It can be a little more than you probably want to track in Realm.  :)

John Clark
Independent Realm Consultant

I would recommend using the Realm data conversion team and clean up Shelby first.  Getting leadership and staff to fully support Realm and become disciples is key. Stress the  importance of the Community side of Realm to leadership.