People View
This section provides information on the People view. Use the People view to track your members, filter and print your data, or send mass emails.
- Navigating your site
- Navigating the People View
- Modes
- Preparing your Shepherd's Staff Database for Upload
- Importing Data from Shepherd's Staff
- Adding new People and Households
- Selecting Columns
- Sorting View by Field
- Filtering using Search
- Filtering by Smart Group Traits
- Creating Smart Groups
- Updating Addresses
- Setting up Email
- Exporting Person Lists to CSV or Excel
- Exporting Contribution Statements to PDF
- Emailing Contribution Statements
- Exporting Church Directory to Word
- Exporting Mailing Labels for Individuals
- Exporting Mailing Labels for Households
- Exporting Envelope Labels
- Using Barcodes on Mailing Labels
- Printing from the People View
- Saving Reports
- Archiving Person Records
- Bulk Archiving
- Accessing the Archived View
- Bulk Updating Fields
- Adding or Removing Tags in Bulk
- Sending Emails via your Default Email Client
- Sending Texts