Search results for "editing a person s information"
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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 block…People & Families · 1 min readBuilding Faith Teams Forms…“ACTIONS” button. When you click “Edit Form Settings”, you have lots of options for how you want to set your form up. Here’s an explanation…Forms · 6 min readDeleting 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”,…People & Families · 1 min readUpdating your Church Profile Info1. From the menu, click “Admin” 2. Click “Your Church Profile”. On the left side of the screen, you can change your church profile information, such as Name, Address, Phone Number, etc.Account Info · 1 min readAdding a New Person…er of the screen. 3. Input as much information as you want for this person. 4. Click “Save.” Once you click “Save”, you’ll be able to add mo…People & Families · 1 min readFinding a Person in Faith Teams…rch by typing a few letters of the person’s first or last name. Detailed Search - Click the “Filter” icon beside the “Filter by Name” box. F…People & Families · 1 min readInviting Users to Faith Teams…ey only see what they should. Here’s the process for inviting users: - From the menu, click “Admin” - “Users & Access” - Click the Blue + Bu…Account Info · 1 min readHow safe is our information?…nces when it comes to the personal information you have in your Faith Teams account. We’ve built a rock-solid infrastructure, where everythi…Questions and Answers about Faith Teams · 1 min readSetting up Families…to “Families” / “Households”. Here’s how: - Open the profile page of one of the people in the family. - Click the Blue Arrow Icon in the Fam…People & Families · 1 min readGroups…umber is entered, alert the leader(s) via email when enrollment exceeds this number. Group Categories Click “Edit Categories” to create your…Groups · 4 min readHow to handle “Concerns” that show upOver time, it’s inevitable that you will get a background check that says “CONSIDER”. That means there is information to be reviewed and a d…Background Checks · 2 min readSetting Up Online Giving…ot be reported to the IRS for this person; this is simply for validation of your account and protection from fraudulent activity. This infor…Online Giving · 3 min readAdding a Tag to PeopleYou can add a Tag to one person or several people at once. There are multiple ways to do this. From the People List: 1. From the menu, click…Tags · 1 min readRemoving a Tag from PeopleYou can remove a Tag from one person or several people at once. There are multiple ways to do this. From the TAGS Screen: 1. From the “Peopl…Tags · 1 min readSetting up Labels and Kids Check-in…heckbox to require the Name of the person who checked them out. Requiring Information to be Captured for Check-in: - When you check this che…Attendance/Check-In · 3 min readRequiring a Background Check for a Team…quire background checks when a new person joins the team or when someone takes on a new ROLE within the team. Typically, churches require ba…Background Checks · 2 min readEntering Contributions…and manage your contributions. It’s a container for your contributions. - A good example is your ‘Sunday Morning Offering’ will be a Batch,…Contributions · 4 min readView your Billing History…ces and your next upcoming invoice(s).…Account Info · 1 min readGroup Categories…ry examples include: - Type: Women’s, Men’s, Youth, Senior’s - Ages: 18+, 12-18, 55+ - Interests: Prayer, Fellowship, Dining, Travel, Sports…Groups · 1 min readSelf Check In…lds to print on the label from the person’s profile, including custom fields. Checkout Options – You can set up “Checkouts” for the Location…Attendance/Check-In · 6 min read