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  2. People
  3. People View

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.

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  • Sending Emails via your Default Email Client
  • 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 Texts
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