The People View

• Navigating the People View
• Viewing Different Modes of the People View
• Adding new People and Households
• Printing from the People View
• Exporting Person Lists to CSV or Excel
• Exporting Contribution Statements to PDF

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New Profile View

• Introducing the New Profile View
• Noteworthy Facts About the New Profile View [New Profile View]
• Navigating a Profile [new profile view]
• Editing a Person's Name [New Profile View]
• Updating a Person's Membership Status [New Profile View]
• Membership Statuses Explained

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Profile and Household Profile Views

• Navigating Person Records
• Navigating Household Records
• Updating a Person's Name
• Updating Personal Information
• Updating Contact Information
• Updating an Individual’s Membership Status

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Pastoral Visits

• Navigating the Pastoral Visits View
• Adding Pastoral Visits
• Editing Pastoral Visits
• 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