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Jordan Bogart

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Recent activity by Jordan Bogart
  • Deleting Pastoral Visits

    If you ever make a mistake or need to delete a Pastoral Visits record that you already entered, you can easily make changes to the record.  Open the person or household record of the person you ne...

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    • 1 follower
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    • 0 votes
  • How do I make someone a member/nonmember?

    To make someone a member, or to remove someone from Membership, open their Person record, and click on the plus sign (+) next to "Timeline" section. Adding to Membership: If they are a nonmember, a...

    • Edited
    • 1 follower
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    • -1 votes
  • Reassign Login

    At times, you may need to provide a new person a login with an email address that is already in use. For example, if you get a new church secretary, and the login that the previous secretary was us...

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    • 1 follower
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    • 0 votes
  • Archive People

    At year end, after you've run your year end reports, you may consider archiving people in Church360 Members who have been removed, if you no longer want them appearing on reports, regardless of the...

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    • 1 follower
    • 0 comments
    • 6 votes
  • Renumber Envelopes

    When preparing for your new year, renumbering your offering envelopes is a process you may want to do, in order to remove envelopes from people who should no longer be receiving them, and keep your...

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    • 1 follower
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    • 5 votes
  • How do I move someone into a new Household?

    There are two ways of moving people into a new household, depending on if they're moving to an existing household or if they're moving into a brand new household.  Moving to an Existing Household T...

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    • 2 followers
    • 1 comment
    • 2 votes
  • How do I filter to exclude people with missing address information?

    1. On the People view, click on the Smart Group selector drawer.  2. Next click on Add trait and Select Address.  3. Once you have selected Address, fill out the rest of the Smart Group fields. Opt...

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    • 3 votes
  • Setting up Texting

    Church360 Members allows for users to send text messages directly from Church360 Members to the people in your congregation. To set up text messaging in Church360 Members, you'll need to follow a f...

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    • 1 follower
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    • 13 votes
  • How to Unsubscribe from Texting

    A member of your congregation may choose to unsubscribe from texts sent out from Church360 Members. If they would like to do this, they'll need to open a text message they received from Church360 M...

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    • 1 follower
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    • 0 votes
  • Match Phone Number Submissions

    For the majority of your congregation, if your data is up-to-date and accurate, this won't be necessary, as the system will be able to match the person with their phone number in Church360 Members ...

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    • 1 follower
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    • 0 votes