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Jordan Bogart

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Recent activity by Jordan Bogart
  • 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 field...

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    • 10 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...

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    • 11 votes
  • Deleting Pastoral Visits

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

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    • -1 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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    • 24 votes
  • Household Profile Overview

    The profile view for a household will display basic information about the household as a whole. From here, you can see a variety of information about your selected household and perform numerous fu...

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    • -4 votes
  • Sending Texts

    Once you've set up your Texting in Church360 Members, and matched up any people in your congregation whose phone number didn't match with what you already had in Church360 Members, you're ready to ...

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    • 5 votes
  • Setting up Texting

    Church360 Members allows for users to send text messages directly to the people in your congregation. To set up text messaging in Church360 Members, you'll need to follow a few steps: Log in as a ...

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    • 33 votes
  • Why can I not delete a marriage relationship? [FAQ]

    Sometimes, you might mistakenly put two people together in a marriage relationship that you didn't intend to. Under normal circumstances, this marriage relationship between the two people can be de...

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  • How can I make an absentee report?

    Making an absentee report in 360Members requires that we first make a smart group to determine what group of people we want to look at. So, to start, click on the gear in the top right corner of th...

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    • -3 votes
  • How do I fix a mistake on my offerings?

    When entering your offerings, sometimes, mistakes can happen where you credit the wrong person with an offering, or you put an offering towards the wrong fund, or you simply forget to add an offeri...

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    • 44 votes