People
People
People is your church's directory: every member, visitor, and household in one place, with their attendance, giving, training, and involvement attached to their record.
Adding a person
Add a new person with their name, phone number, and status. Email, campus, and household are optional. Creating a new household name on a person's record creates that household at the same time.
| Field | Notes |
|---|---|
| Name | Required. |
| Phone | Required. |
| Optional. | |
| Status | Active, Inactive, or Visitor. |
| Campus | Optional. Leave blank for a single-campus church. |
| Household | Optional. Entering a new name creates that household. |
Status
Every person has one of three statuses: Active, Inactive, or Visitor. Status is searchable and filterable from the People list, and several other modules (Reports, Communication) use it to segment your congregation.
A person's profile
Opening a person's record shows a set of tabs alongside their details:
- Overview. Their details, editable, with the option to remove the record entirely.
- Giving. A read-only view of their giving history and total given.
- Training. Their progress on your church's worker training track, if they're enrolled. See Training.
- Groups. The groups they're part of, with the ability to add or remove them from a group directly.
- Departments. The same, for departments.
Finding someone
Search the directory by name, phone, or email, and narrow the list further by status or campus.
Who can see this
People is visible to staff whose role includes people access. Someone without that access simply sees an empty list rather than an error, so if a staff member says the directory looks empty, check their role under Users & Roles before assuming something's wrong.