Primary Navigation Bar
When using Church360° Members, you will need to use the Primary Navigation bar to the left of your site to access the different features and utilities available to you.
For more information on the new navigation bar, please visit this article.
Depending on your Role permissions, some sections or features may be unavailable to you.
From this bar, you can access the different areas of Church360° Members: People, Events, Offerings, Communications, Finance, Reports, and Settings. Further down, there are icons for your User Profile (designated by your login name), User Settings, and the Logout button.
Headings
Each view will have bold text directly under the Primary Navigation Bar marking the area you are currently seeing. Some views will have subheadings under to the heading that allows for other viewing modes.
Action Buttons
In each view, there will be buttons located in the top right corner of the view. Each view will allow for different tasks.
Beacons
When starting to explore your Church360° Members site, you may see orange blinking lights on certain buttons or links. These are used throughout the site to help indicate a helpful tip or suggested next action. After the light is clicked, you can dismiss the notification to make the beacon disappear forever.
Date Selection
When using reports or views, you may want to select a certain date range to show. Clicking on the date picker (typically located under the view heading, if it's available) allows you to select a specific date range using a drop-down calendar. On some views like Attendance or Offerings, you can also use the bar graph to select dates by moving the brackets to house the range you are looking for.
To avoid large amounts of data creating lagging, date ranges are limited to 18 months.
Drop-Down Menus and Smart Group Traits
Views also offer options on the right to filter information for certain individuals who match specific criteria. You can use drop-down menus to select what people to select and which columns to show.
Furthermore, a drawer menu can be accessed by clicking on the three horizontal lines next to the drop-down menu. This drawer will allow you to choose Smart Group traits to filter the view of people included.
Help Icon
At the bottom right corner of your site, clicking the small blue circle with a white "i" allows you to search for help articles, chat with a technician, or send CTS an email message directly from your Church360° Members site.
Message Center
Marked with an orange bell icon, notifications will appear on your church logo at the top of your navigation bar when automatic tasks or reports have been generated or there are upcoming software updates.
Messages work on a per-user basis; meaning each user has control over their own message center. Dismissing a message will only close it for your own login while others will still get the message until they dismiss it. Once a message is deleted, it cannot be recovered.
Once all notifications have been dismissed, the bell icon will turn black.