The People View

• Navigating the People View
• Viewing Different Modes of the People View
• Adding new People and Households
• Selecting Field Columns
• Sorting Views by Field
• Filtering using Search

See all 27 articles

Person and Household Records

• Navigating Person Records
• Navigating Household Records
• Assigning a Grade to an Individual
• Adding Images to Profiles
• Updating a Person's Name
• Updating Contact Information

See all 22 articles

Pastoral Visits

• Navigating the New Pastoral Visits View
• Adding Pastoral Visits [New]
• Editing Pastoral Visits [New]
• Deleting Pastoral Visits [New]
• Printing or Exporting a Pastoral Visit List [New]
• Adding a Type Category for Pastoral Visits [New]

Church Register

• Navigating the Church Register view
• Adding and Editing Church Register Entries
• Deleting Register Entries
• Exporting the Church Register to CSV or Excel