PastPerfect Web Edition

General Questions

• Report Layout Options Available from a Query Screen
• What is the process to upgrade from a locally installed PastPerfect program to PastPerfect Web Edition?
• How do I search a specific field(s) to find all records with that data?
• When should I add terms to an authority file versus One Time Use?
• How do I send emails through Web Edition using my email address?
• How do I attach multimedia files and URLs to records in Web Edition?

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Collection Management Questions

• How do I add a donor or lender to Temporary Custody, Accession, or Incoming Loan records?
• Accession Process in PastPerfect Web Edition

Contact Management Questions

• What is the difference between an Active Membership and Current Membership?
• How do I change the Primary Member for a membership?
• How do I create Membership Types and SubTypes?
• How do I create a new membership in Web Edition?
• How do I print mailing labels in Web Edition?

Technical Support

• How do I set up security?
• How do I add a new user?
• I am trying to set my password and getting a message saying "Invalid Token"
• Why do I get logged out of PastPerfect Web Edition?
• I forgot my PastPerfect Web Edition password. How do I reset it?