Involvement Details¶

At the top of the Involvement page is the section for the details relating to that Involvement. That includes the Name, Involvement Type, Campus, Leader Member Type, Schedule, Involvement Status, and Main Fellowship flag.

You can click the appropriate pencil icon to make any changes to these.

Programs & Divisions

You can edit the Involvement’s Program & Division on the Involvement itself by clicking the existing Program & Division on the Information Icon (i) in the header.

See also

Assigning Divisions

People Tabs¶

Under the main People tab are the following tabs:

• Members - Those currently enrolled in the Involvement. We display the person’s Last Attended Date (with the number of days since he attended), the Join Date (with the number of days since he joined), and the person’s attendance percentage in that Involvement (this looks back 52 meetings, or since the person was enrolled).

  See also

  Attendance String for more about attendance within an Involvement

• Previous - Members who have been dropped from the Involvement. The person’s Last Attended Date (with the number of days since he attended) and the Drop Date (with the number of days since he was dropped) will display by his name.

• Inactive - Members who, for whatever reason, are not considered active. We created this for deacons who serve a 2 or 3-year term and then go inactive for year before returning as active.

• Pending - This is used during Annual Promotion to place members in a class in a pending state prior to the actual promotion date.

• Prospects - People who have been associated with the Involvement, even though they may not have attended yet.

• Guests - People who have attended a meeting, but are not current members. Guests may or may not be on the Prospects tab. The person’s Last Attended Date (with the number of days since he attended) will also display by the name.

• Options - Select options to view multiple tabs, show the street addresses, show ministry info, and show hidden records.

Options¶

The Options tab has the following action options that relate to how the people are displayed and what information is display.

• Select Multiple

• Show Hidden

• Ministry Info

• Show Address

Select Multiple

Select this option and then select any of the other tabs whose list of people you want to view in one list. You will see each list incorporated under the Members Tab and can run reports or send emails or texts with the group of people you are viewing. Example: Click Options > Select Multiple > then Members and Guests tabs. You will see a list of all the Members and all the Guests (that are not hidden) in one list.

Show Hidden

Select this option to view any Prospects and/or Guests that have been hidden from view. See below for more information.

Ministry Info

If you select Ministry Info, in the Dates column you will see the following, all of which are links to take you to either the Task or the Contact:

• if the person has received a Contact (Contactee) and the date

• if he has made a Contact (Minister) and the date

• if he has a Task assigned that has not been completed (Has Tasks) and the date assigned

• if there is a Task about that person assigned to someone else (Needs Ministry Touch)

Show Address

By default, in order to save space on the page, we do not display a person’s address. If you select Show Address, the complete street address will display below the person’s name.

Hide Records or Show Hidden Records¶

On both the Guest and Prospects tabs you have the option to Hide a record. You would hide someone if you do not want to see that person in the list anymore. You can always change it back at any time. If a guest visits again and you have hidden him in the list, he will display again automatically. This is useful for someone that visited a long time ago and you know does not plan to return.

Hide a Record

Look in the Member Type column on the Guest or Prospect tab. Click the Hide link and answer Yes, continue to the prompt. That person will no longer display under the Guest tab unless he visits again. If the record is on the Prospects tab, it will remain hidden unless you show it again.

Show Hidden Records

Select Show Hidden from the Options tab and this will display any Prospects or Guests that have been hidden. The link in the Member Type column changes to Show. Click Show if you want to stopping hiding that record.

Join Involvement

On both the Prospects tab and the Guests tab you have the option to select Join Involvement in the Member Type column This will make that person a Member of the Involvement.

Add as Prospect

On the Guests tab you have the option to also add that person as a Prospect by clicking the Add as Prospect link in the Member Type column. He will remain as a Guest as well as a Prospect.

Other Involvement Tabs¶

Meetings

The Meetings tab displays a list of all the meetings for this Involvement, with links to those Meetings. This is also where you Create a New Meeting, and can Show Future Meetings.

See also

Meeting Page

Notes

The Notes tab displays a list of Involvement notes and allows those with the appropriate roles to add new Involvement notes.

Note

There are a a few Administrative Settings to pay attention to that will affect the use and visbility of the Notes tab in an Involvement. All of those settings can be find by navigating to Adminstration > Settings > Features > Tasks & Notes.

Use Involvement Notes - When set to True, the Notes tab will be available in Involvements.

Involvement Types for Notes - This will limit the Notes tab to only those Involvement types listed as comma separate values.

Involvement Notes Roles - This will limit the Notes tab to only this with the roles listed as comma separated values.

Important

There are several rules that govern who can delete an Involvement note:

• You can delete an Involvement note if you are the Owner/Creator and it is within 24 hours of completion/creation.

• You can delete an Involvement note if you have the Admin role.

See also

Administrative Settings

Settings

Under the Settings tab are the following tabs:

• General - These are settings such as Location, Grade, Description, Entry Point, and Directory settings.

• Attendance - This is where you add Schedules.

• Extra Values - Extra Values for the Involvement display here. Use a toggle to change from Standard to Ad Hoc. You can add EVs here as well.

See also

General Settings Tab

Attendance Settings Tab

Registration

This contains the settings for online registrations. If you have the Registration Type set to anything other than No Online Registration, you will see the following other tabs that relate purely to online registrations:

• Registration - This is where you set basic information for your online registration.

• Fees - This is where you see the Deposit, Fees, GL Code, and more items relating to payment for an online registration.

• Questions - This tab is where you select all the drop-downs, check boxes, yes/no questions, and more for your registration form.

• Messages - This tab is where you compose the email confirmation, any instructions, and more relating to your registration.

See also

Online Registration

Blue Toolbar¶

There are a number of options available on the Toolbar, including Email, Exports, Reports, and Actions.

Drop Down Menu¶

The drop down menu options will differ depending on which tab you are viewing.

Members

The drop downs options will differ slightly if you are viewing other People tabs.

• Add People - You can search and find individuals to enroll in the Involvement.

• Add from Tag - Select one of your Tags to enroll everyone in the tag as a member of the Involvement

• Update Members - You can update member types, drop members, and much more. Be sure to use the check boxes or sub-group filter to get the group of members you want to update.

• Drop Members - Just like the Update Members option, select those you want to drop, and then select this option. It will open a dialog box letting you know how many people will be dropped.

Filters¶

Name Filter

This is a quick way to find an individual in an Involvement when the list is long. Enter first and last name, just the first name, just the last name, or enter just the first few letters of each name. You can also enter a People ID#. The name filter works on any of the tabs you are viewing. Press Enter or the Filter button after entering the name.

Sub-Group Filter

Select a sub-group from the drop down, or enter the name. Use a semi-colon to separate multiple groups. If you select them from the drop down the semi-colon is added automatically. To exclude a sub-group, lead with a minus sign. If you have several groups that begin with the same first few letters and you want all of those groups, enter those letters followed by an asterisk.

To find those with no sub-groups assigned you can select NONE from the drop down.

To find people who are in each of the groups specified select ALL from the drop down.

Press the Filter button after identifying the sub-groups.

Clear

Press the clear button when you have finished with the filtered list. The Filter button will display (filtered) in red when you are viewing a filtered list.

Filter

The button has several options related to the check boxes beside the names. After you check some names, select Filter Checked Individuals or just press Filter. You can also select Check All to select everyone on the tab you are viewing. When you want to remove the check marks select Check None.

Check Boxes

The names on every tab have a check box beside them. You can use these on one tab or you can use Options > Select Multiple, click on the tabs you want to view Members and Guests, or Members, Guests, and Prospects, or whatever combination your want. You can then check the names of those you want to email, print a report for, add to a Tag, or whatever you need for that group of people. Be sure to press the Filter button after checking the names.

Note

You can actually go to each tab individually, click the names of people you want, and then select Options > Show Multiple, select the tabs where you have checked individuals, and then press Filter. You will then see one list of everyone that you checked.

Total Count

Pay attention to how this number changes based on whatever filter you are using. This will be the number of people you will email, or update, or add to a tag, or whatever you select to do.

Added information about Involvement notes.