The People View

• Navigating the People View
• Viewing Different Modes of the People View
• Adding new People and Households
• Selecting 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 23 articles

Pastoral Visits

• Navigating the Pastoral Visits view
• Adding Pastoral Visits
• Editing Pastoral Visits
• Deleting Pastoral Visits
• Printing or Exporting a Pastoral Visit List

Church Register

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