Jordan Bogart
Articles
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Sum by year and month
The Sum by year and month view is a view that will show you contributions for each year, broken down by month. Each year has three rows of information, Total given, Not from pledges, and From pledg...
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View the Person Archive
The Person Archive is where you can see any person you have deleted from the individual grid. This view gives you the opportunity to review who these people are, and if needed restore them back to ...
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Room Usage Report
The room usage report shows how many times a room is being used within a particular date range, what events are taking place there and optionally, what dates the room is being used on. This is usef...
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Add/Edit Vehicles
Adding Vehicle Records allows you to track many important details about the vehicles your church owns. We'll walk through the steps needed to create these Vehicle records below, or edit an existing...
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Add/Edit Route Summaries
Each time a route is run, a new route summary record should be created to track the details of that day's running of the route. We will walk through how to add a route summary below, and also how t...
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Add/Edit Keys
You will need to add Key records for your church to keep track of who has which keys, and what rooms these keys go with. We will walk through the process of adding key records below, or editing an...
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Change a Repeated Event
If you find at some point you need to change a repeated event, you can do so. If you just need to change a single event due to a rescheduling or cancellation, you can do that just by selecting the ...
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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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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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Combined Subgroups
Overview Combined Subgroups are the product of two or more Dynamic and/or Static Subgroups added or subtracted together. These Subgroups are usually the right choice for the following: » Subtractiv...