Contents
Index
Recently Updated
Contents
Index
Recently Updated
People
Home
People
People
¶
People Records
¶
People Page
Business Card Section
Toolbar
Family Members
Tabs
Alt Name
Show Alt Name on Search Results
Other Places to Use Alt Name
Search Using Alt Name Contains
Upload and Remove Photos
Picture Upload Notifications
Existing Photo
Removing Photos
Family Photos
Editing Photos - Rotating or Cropping
Tips for Capturing Good Photos
Address Verification
Edit an Existing Address
Adding a New Record in a New Family
Addresses that Cannot Be Validated
Entry Point, Origin and Interest Point
Do Not Publish Phones
To Set the Flag
People ID Numbers
Ministry Records
Requirements
Benefits of Using Ministry Records for Emailing
Tips Regarding Ministry Records
Grade Field
Engagement Score
Engagement Badge
Managing People
¶
New Person Data Entry Tasks
Completing Data Entry Tasks
New People Manager
To Set the New People Manager
What happens when a new people record is created:
Special Setting
Finding Duplicates
Batch Process for Finding Duplicates
Checking For Duplicates on the Person Page
More Details About the Batch Find Duplicate Process
Merging Duplicates
The Merge Controller has 2 parts.
Part 1 Process
Merge Process Part 2
Roles
Batch Process
Merge History Tab
Archived People Records
How To Archive A Person
How to Remove an Archived Flag
Viewing an Archived Person
Deleting a Record
User Role for Delete Privileges
How to Delete a Record
Managing Families
¶
Add a New Family Member
Position in Family
To Change the Position
Family Relationships
Add Family Relationship
Remove a Family Relationship
Examples
Move Person to New Family
Membership
¶
Church Membership Process
Steps in a Nutshell
Videos
User Roles re Membership
Member Status and Decision Types
Record a Decision
Completing the Membership Process
Baptism - Scheduled, Completed
New Member Class
Business Rule Options
Membership Documents
User Roles
Upload Membership Documents
Questions
Membership - Misc Notes
Dropping Church Members
Drop a Church Member
Changes that occur automatically
Drop types
Deceased Members and Non-Members
Flag a Person as Deceased
Automatic Changes
Search
¶
People Search / Find
Search Box
How Does Search Work?
More about Alt Name
Volunteer Management
¶
Volunteer Management / Review
User Roles
Administrative Settings
How to Upload a PDF File
FAQ About Volunteer Application Documents
Background Checks and Trainings with MinistrySafe
Setting Up Your MinistrySafe Account
TouchPoint Settings
Required User Roles
MinistrySafe Labels
Request a Background Check and/or Training Class Using MinistrySafe
Background Check
Training Classes
Notifications
Mass Background Check Requests
Background Checks with Protect My Ministry
Required Settings
Optional Settings
Required User Roles
Labels in Protect My Ministry
Request a Background or Credit Check using Protect My Ministry
Option 1 - Email for Consent
Option 2 - Submit with PII
Miscellaneous
¶
Status Flags
Purpose
How Status Flags Work
Where To Find Status Flags
Starter Set
How To Create Status Flags
Status Flag For Emergency Contacts
Status Flag Settings
Tags
Create a Tag from the Tags Page
Create / Manage a Tag from the Toolbar
Add People to a Tag
Sharing Tags
Media & Resources
Enabling & Configuring Resources
Media & Resources Page Breakdown
Create Tabs
Create a Group
Add a Resource
Manage Tabs
Manage Groups
Organizing Resources
Viewing Resources
Making Resources Available on the 2.0 App
