Quick Actions is a new feature in Church360° that allows you to quickly jump to common tasks from anywhere on your site (outside of the Ledger portion of the software) without navigating through menus.
There are two separate Quick Actions tools, Quick Actions and Ledger Quick Actions. This article describes the Quick Actions tool for People, Events and Attendance, and Offerings, and can be accessed as described below from anywhere but the Ledger portion of the software.
Accessing Quick Actions
- Log in to your Church360° site.
- Press the keyboard shortcut:
Ctrl + Shift + S
(Hold down Ctrl and Shift, then press the S key.) - A Quick Actions box will appear on your screen.
Available Tasks in Quick Actions
From the Quick Actions box, you select from the following tasks:
- Add Person – Create a new person record in your database.
- Add Offerings – Record offerings for your congregation.
- Add Attendance – Track attendance for events or services.
- Add Event – Schedule a new event on your calendar.
Add Person
- Select “Add Person”
- This opens a streamlined version of the full “Add Person” form.
- Note: This method only allows adding one person at a time (unlike the full form, which supports multiple individuals in a household).
- Enter First and Last Name
- Use the drop-down to select:
- Existing Household (if they belong to one already)
- Or New Household (to create a new one for them).
- Select Sex from the drop-down list.
- Optional: Mark as Member
- Check the “Is Member” box if you want to designate them as a member immediately.
- Click “Create Person”
- This will save and open the new Individual person profile so you can add additional details.
Add Offerings
Select Add Offerings to begin creating an offering batch.
- Choose an Event - select the event for which you want to add offerings.
- Choose a Date - scroll to the bottom, select a date.
- Click Create Batch.
This will open the standard Offering Batch view where you can enter and manage offerings.
Add Attendance
Click Add Attendance to open the Quick Actions Attendance window.
Select the Event for which you want to record attendance.
- You will be taken to the new Attendance Entry View, where you can select Attendees Individually or by Household and/or add a head count number.
Add Event
- Select this option to go directly to the New Event view in Events: