General Settings

• Introducing a new Navigation Bar
• Common Questions on Passkeys
• Navigating the Settings view
• Navigating Account Settings
• Denominational Differences in Church360° Members

Custom Fields

• Navigating the Custom Fields view
• Adding Custom Fields
• Deleting or Deactivating Custom Fields

Grades

• Navigating the Grades view
• Adding Grades
• Editing Grades
• Deleting Grades
• Assigning a Grade to an Individual
• Automatically Promoting Grades

Smart Groups

• Navigating the Smart Groups view
• Understanding Smart Groups Criteria and Traits
• Editing Smart Groups Criteria
• Deactivating or Deleting Smart Groups
• Printing or Exporting the Smart Group list

Tags

• Navigating the Tags view
• Adding Tags from the Tags Page
• Editing Tags
• Deleting Tags
• Exporting Tags List to CSV or Excel
• Printing Tags List

Calendars

• Navigating the Calendars view
• Adding and Editing Calendars
• Printing or Exporting the Calendars List
• Exporting Calendars List to CSV
• Deactivating or Deleting Calendars

Envelopes

• Changing Envelope Numbers Manually
• Adding and Editing Envelope Numbers
• Renumber Envelopes
• Removing Envelope Numbers
• Navigating the Envelopes view
• Exporting Envelopes List

Funds

• Navigating the Funds view
• Merging Funds
• Adding Funds
• Editing Funds
• Archiving and Deleting Funds
• Categorizing Funds

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Pledges

• Navigating the Pledges View
• Adding Pledges
• Editing Pledges
• Deleting Pledges
• Exporting Pledges List to CSV or Excel
• Printing a Pledge List

Communication Settings

• Navigating Communication Settings
• Managing Communication Preferences

Texting

• Setting up Texting
• Match Phone Number Submissions
• How to Unsubscribe from Texting

Books

• Importing Books from Shepherd's Staff
• Navigating the Books View
• Adding Books
• Migrating your Books from Church360° Ledger
• Editing or Archiving Books
• Printing your Book list

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Payees

• Navigating the Payees View
• Adding Payees
• Viewing Payee Details
• Editing or Archiving Payees
• Generating a Payee Summary Report
• Printing or Exporting your Payee list

Integrations

• Setting Up Vanco Integration
• Syncing Vanco Integration Manually
• Editing Linked Funds and Givers
• Matching Unmatched Vanco Funds
• Matching Unmatched Vanco Givers

Event Log

• Navigating the Event Log

Logins

• Adding Logins
• Navigating the Logins view
• Navigating the Login Page
• Editing Logins
• Reassign Login
• Deleting Logins

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Roles

• Role Permissions
• Navigating the Roles view
• Adding Roles
• Editing Roles
• Deleting Roles
• Printing Roles List