Summary: This guide unlocks the full potential of your church database's People section, detailing how to add and edit profiles, navigate sections, use advanced search capabilities with special characters, and optimize your workflow with the Action Panel for quick bulk actions like emailing, texting, and exporting data.
Before You Begin
- You must have the necessary permissions to access and modify the People tab.
- Helpful Tip: When adding a person, consider including a middle initial or nickname for easier searching if multiple people share the same name.
- The system remembers the fields selected when adding a new person.
Step-by-Step Instructions
Adding and Editing Profile Information
1. Click the "People" tab from the top left.
2. To Add: Click the blue "Add Person" button on the right, select fields on the left, fill them in, and click "Add Person."
3. To Edit: Navigate to the person's profile, Click the gray header over the section you wish to edit, make changes, and Click the blue "Save" button.
Searching and Filtering People
1. Select the "People" tab.
2. Click "Filters" on the right.
3. Select all criteria you would like to filter by.
4. Use the "Other Section" and Search Type field to search the family, parents, or children of your results.
Using the Action Panel (Bulk Actions)
The Action Panel allows for quick actions on a filtered group of people:
1. Email People / Text People: Send communications directly to the people in your list.
2. Export: Export to Excel, create a printed directory, mailing labels, or name tags.
3. Assign to Tags / Remove from Tags: Bulk assign or remove your list from one or multiple tags at once.
4. Update People: Update the same profile field (e.g., 'Status' from 'Attender' to 'Member') for an entire list at once.
5. Archive People / Delete People: Archive or permanently delete people on your list.
6. Save this Search: Save the current filter parameters for easy future use.
Troubleshooting & FAQs
- How can I quickly find who is missing data in a field? Use the Exclamation Mark (!) in the search field (e.g., Last Name: !)
- How can I set a default filter when I first navigate to the People tab? Set the Default Filter option in your personal settings so that only the group you typically work with comes up initially.
- Can I sort my search results by zip code? You can export the list to Excel and sort the results there, as the in-app sorting is limited.