Bulk Archiving

1. People
2. People View

If you have quite a few person records you need to archive, Church360° Members does offer an easy bulk archiving utility on your People: Individuals view.  When archiving a person record, you are p...

• Edited March 29, 2023 16:29
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• 3 votes

Using Barcodes on Mailing Labels

1. People
2. People View

If you are sending a bulk mailing, you may wish to add a barcode on each of your labels. To utilize this feature, you'll first need to contact your local post office for a Mailer ID, Serial Number,...

• Edited March 29, 2023 16:26
• 1 follower
• 0 comments
• -1 votes

Exporting Person Lists to CSV or Excel

1. People
2. People View

In Church360° Members, you can export most of your views and reports to a CSV or Excel file for easier reporting or further calculations. The default People view, in particular, can be used to down...

• Edited March 29, 2023 16:24
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Exporting Envelope Labels

1. People
2. People View

If you are looking to print envelope labels, you can do so from the Givers mode of the People view. These labels will use the Giver Name field. To generate labels for envelopes, Go to the People v...

• Edited March 29, 2023 16:23
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Archiving Person Records

1. People
2. People View

At the end of the year, after all of your year-end reports have been run and printed, you may want to archive people who have been removed, deceased, or otherwise, are unneeded on any reports or vi...

• Edited March 29, 2023 16:18
• 1 follower
• 0 comments
• 12 votes

Creating Smart Groups

1. People
2. People View

Church360° Members includes the capability to filter and organize your views and reports using traits found in person records using a feature called Smart Groups. Smart Groups cluster people togeth...

• Edited March 29, 2023 16:13
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Navigating the People View

1. People
2. People View

The People view of Church360° Members is probably the most accessed view, housing all of your congregation's information. Modes One unique feature of the People view is its modes, which group and d...

• Edited March 29, 2023 16:05
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Navigating your site

1. People
2. People View

Primary Navigation Bar When using Church360° Members, you will need to use the Primary Navigation bar located on the top of your site to access the different features and utilities available to you...

• Edited March 29, 2023 15:56
• 1 follower
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• -2 votes

Preparing your Shepherd's Staff Database for Upload

1. People
2. People View

Church360° Members offers a utility to import your Shepherd's Staff database to your site. Whether or not you need to run this utility before uploading depends largely on the version of the Shepher...

• Edited March 29, 2023 15:46
• 1 follower
• 0 comments
• 3 votes

Role Permissions

1. Administration
2. Roles

When creating Logins, you'll need to select a Role that will determine what that user can see and edit on your Members' site. Role permissions will be attributed to all logins with their assigned R...

• Edited March 29, 2023 12:55
• 1 follower
• 0 comments
• -1 votes