People & Families
People [Overview VIDEO]Your Database of People & Families is really the CORE of your church management software. With Faith Teams, you get a clean & powerful database to manage people, families, personal information, communications, notes, and a lot more, and have all your data at your fingertips. ---…Adding a New Person1. Hover your cursor over the ‘People’ tab in the menu and then click on People in the pull down menu. 2. Click the “Blue Plus” symbol in the right hand corner of the screen. 3. Input as much information as you want for this person. 4. Click “Save.” Once you click “Save”, you’ll…Setting up Volunteer Teams1. Go to the “Events” tab in the menu. 2. Click “Setup Volunteer Teams”. 3. On this screen, you will see three columns: Teams, Roles, People - “Teams” is your list of all your different teams. (Example: Worship Team) - “Roles” are the different roles within each team. (Example:…Deleting a Person1. Find the person you want to delete, and click their name to open their profile page. 2. On the left side of the screen, click “Actions”, then click “Delete Person”. 3. When prompted, confirm that you want to delete this person. NOTE:If this person has activity, such as attend…Editing a Person’s Information1. Find the person you want to edit, and click their name to open their profile page. 2. On the profile page, there are five main data blocks: Basic Info, Family Info, Custom Fields, Contact Info, Tags. 3. Click “Edit” in the section you want to edit. 4. Edit the data. 5. Click…Finding a Person in Faith TeamsFrom the People List, there are Two Main Ways to Search for People. Simple Search by Name - At the top of the screen, use the “Filter by Name” box to search by typing a few letters of the person’s first or last name. Detailed Search - Click the “Filter” icon beside the “Filter b…Setting up FamiliesYou can easily group people together into “Families” / “Households”. Here’s how: - Open the profile page of one of the people in the family. - Click the Blue Arrow Icon in the Family Info section. - Click “Add New Family Member” if you want to add a person to this family who is…Adding Notes to ProfilesYou can easily add and view notes about people. - Click on the ‘People’ tab in the menu. - Find the person you want and open their profile page. - On the left side of the screen, click “Notes”. - You can view the existing notes about this person, or add a new note by clicking “A…Mailing LabelsYou may need to print mailing labels to send out letters to the people at your church. These could be Donor Statements or welcome letters. Below are the steps to create and print mailing labels in Faith Teams. Once you’ve logged in to Faith Teams, click on “Tools” in the menu. I…