Quick Add for Visitors

Follow

Sometimes quickly adding a visitor is all that you need to do in SS. Because of this, a feature is located in both the Membership and Attendance. This window is a form that only requires a first and last name to be submitted. Other information is can be added like children, contact information, and a note. In the Membership module, the form can be opened by the toolbar and menu drop downs. In the Attendance module, the form is opened when you are entering attendance into a batch. 

To open the Quick Add for Visitors in Membership:

  1. Click records and then people. Finally select "Quick Add for Visitors"

OR

  1. Click the triangle next to plus P icon and then select "Quick Add for Visitors"

To open the Quick Add for Visitors in Contribution:

  1. While you are entering attendance, click the "Add a Visitor" button. Depending on the subgroup selected you may see a message asking if you would like to change it to All People.

 

Quick_Add_for_Visitors.png

0 out of 0 found this helpful

Comments

0 comments

Please sign in to leave a comment.