Using People
Basics
Organize Database
- Customize Fields
- Inactive vs. Delete
- Merge Duplicate Profiles
- Prevent People from Creating Duplicates
- Clean Up Database After Event
- Manage Membership
Data Management
Profile
- Edit Profile Information
- Help People Update Their Own Profiles
- First Name, Given Name, and Nicknames
- Permissions in People
- Link Accounts from Multiple Churches
- Households
Communication
- Send an Email
- Send an Email to a List
- Email Templates
- Contact People After Serving
- Automate Emails
- Send a Text
Lists
Workflows
Forms
Background Checks
Best Practices
- Growth Track
- Prayer Requests
- Common Automations
- Follow Up Process
- How Do I Track Information?
- Track a Person's Activity