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Taylor-B

  • Total activity 515
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Activity overview

Latest activity by Taylor-B
  • Taylor B created an article,

    Navigating the Grades view

    When entering in students in your congregation, it may be helpful to keep track of their current school or Sunday School grade designation. The Grades field allows users to add and edit grades for ...

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  • Taylor B created an article,

    Navigating the Tags view

    In addition to Smart Groups and Custom Fields, users can use the concept of tagging to specify different designations, preferences, or additional information about an individual that other fields d...

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  • Taylor B created an article,

    Navigating the Custom Fields view

    The Custom Fields view contains all fields created in the system (via a transfer from a different software) or manually by a user in the software that addresses a distinction in person or household...

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  • Taylor B created an article,

    Navigating the Smart Groups view

    To display person records according to a user's needs, numerous views and reports that can be filtered based on various fields related to a person's individual or household record. These sets of cr...

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    • 1 follower
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  • Taylor B created an article,

    Navigating the Funds view

    Throughout the year, members of your congregations will give offerings for specific purposes. The Funds view allows users to create, edit, manage, and hide different funds for offerings as needed. ...

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  • Taylor B created an article,

    Navigating the Pastoral Visits view

    Under the Pastoral Visits subheading in the People view, users can add upcoming visits and other methods of contacting individual members or households of the congregation. Users can choose to use ...

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  • Taylor B created an article,

    Navigating the Church Register view

    Under the People view, users can use the Church Register view to add and edit entries to keep track of various registries for their church. Users can choose to use existing person records or type i...

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    • 1 follower
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  • Taylor B created an article,

    Navigating the Calendars view

    The Calendars view contains different groupings of events to allow for easier reporting and selection. Some calendars are available by default or have been generated based on date-based fields foun...

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    • 1 follower
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  • Taylor B created an article,

    Navigating the Roles view

    The Roles view contains the different groupings of various permissions that can then be assigned to a login. Action button Like other views, the Roles view has action buttons for specific tasks. Cu...

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    • 1 follower
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  • Taylor B created an article,

    Navigating the Logins view

    The Logins view displays all users with access to the Church360° Members site, their login email, and their assigned Roles. Action buttons Like other views, the Logins view has action buttons for s...

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    • 1 follower
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