Jordan Bogart
Articles
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Church Phone Book
The Church Phone Book Report is great for making a directory of all the contact information you have for a family. It generates a report listing all phone numbers and email addresses by household o...
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Saving Reports
Saving Reports allows you to skip a lot of the setup of reports that you run on a regular basis by saving the settings you have designated on specific reports. This can be a big time saver on repor...
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Add Planned Touchpoint
Adding a planned touchpoint takes place on the Touchpoints view. You would add a planned touchpoint any time you are planning to contact a person or household in your congregation. In the Touchpo...
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List Mass Updates
Often, you will need to make changes to lists, and usually, more than just one record needs to be changed at once. The List Mass Update utilities make this possible. From this menu, you can add mul...
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Add Training
Your church may offer classes or courses in different topics that your congregation might take part in. For example, your church may offer a confirmation class, a program to help educate foster par...
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Subgroup Security
Overview The Security tab on the Subgroups window allows you to specify who can make use of any Subgroup on a case-by-case basis. Each Subgroup carries its own security settings and can be adjusted...
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Subgroup Cleanup
The Subgroup Cleanup utility will allow you to find subgroups that are either empty or have not been used in over 18 months. This utility is handy for maintaining your subgroup list, and trimming o...
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Subgroup Security Report
The Subgroup Security report provides a listing of all your subgroups, sorted by type (Dynamic, Static, Combined). This listing also provides information on the needed permission levels to be able ...
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Subgroup Definitions
The Subgroup Definitions report will show you a listing of all your Dynamic or Combined subgroups and how those subgroups are built, showing each trait in the case of a Dynamic Subgroup, or each Su...
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Mass update Membership information
At times, you may find it necessary to update the same field on many different people or households at once. While you can go through each record and update the field in question for each and every...