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Getting Started

3
  • Getting an Account
  • How to Download and Install CrossReference
  • Installing a Tutorial Database

Overview

5
  • Introducing Hierarchies
  • The Organization of a Church
  • Moving Records to a Group
  • Adding a Record to a Group
  • Removing From a Group

Working with Groups

9
  • Church Services
  • Bible Studies
  • Households
  • Outreaches
  • Courses
  • Discipleship
  • Other Groups
  • Youth Groups
  • Generic Groups

Working with Hierarchies

1
  • Keeping the Database Organized

Using Summaries

3
  • What are Summaries and How do You Use Them?
  • What are Divisions
  • All Other Summaries

Queries

7
  • How Queries are Done
  • Updating your Membership Roles
  • Finding Who Comes to Bible Studies from the Services?
  • Other Interesting Queries
  • Querying Example: Assigning People to Bible Studies
  • Querying with a Filter
  • Using the Name List Search

Using a List

3
  • Bulk Email
  • Saving as a New Group
  • Exporting to CSV

Adding Records

5
  • Using Add Records Dialog
  • Using Online Forms
  • Using Registrations
  • Editing Records
  • Deleting Records

Creating and Importing to New Databases

1
  • Importing from an Old Database

Getting Started in Canvasser

2
  • Getting an Account in Canvasser
  • How to Download and Install CrossReference

Creating a New Canvass Event

2
  • Creating Your Database
  • Creating a New Canvas Event
  • Home
  • Tutorials
  • Canvasser
  • Getting Started in Canvasser
  • How to Download and Install CrossReference

How to Download and Install CrossReference

Logging Into the Dashboard: #

Go to the CrossReference Dashboard and log in.  If you do not have an account, you can get one by visiting the Canvasser registration page.

Downloading the CrossReference Client: #

You need to download and install the CrossReference client in order to start.  You can do this from the Dashboard by clicking on the Download CrossReference button.

Follow the instructions to install CrossReference Canvasser.  

Logging In #

CrossReference Canvasser allows you to log into your account using a Login/Username and Password.  However, since CrossReference allows you to buy multiple database accounts, you must also specify the Account Name of the Database Account you wish to log into.

  1. First fill in your Login and Password.
  2. Click on the Account Name dropdown
  3. If the Login and Password match a user account and you have a Database account that matches, then the account names of your database accounts will fill in the dropdown.
  4. NOTE:  If the login or password are wrong, then no account names will be filled in.
  5. Select the Account Name and Press OK.

See How it’s Done #

 

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Updated on February 5, 2025
Getting an Account in Canvasser
Table of Contents
  • Logging Into the Dashboard:
  • Downloading the CrossReference Client:
  • Logging In
  • See How it's Done

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