Guest users will need to be given access to view the people directory. Non-guest users always have access to the people directory.
To locate contact records in One Church Software, including both people and businesses, start by clicking "Contacts" in the left-hand navigation menu. This will lead to the "Contacts" section, which includes two main tabs: People and Businesses.
By default, the People tab will be selected. This tab displays a list of individual contact records, organized in a table format with columns such as first name, last name, email, phone, address, campus, birthday, age, and record type.
Customize which columns appear by clicking the "Columns" button in the top right corner of the table. If desiring to export data, use the checkboxes next to each person’s name to select one or more records, then click the "Actions" button in the upper right-hand side of the page to choose the export option.
To view business contacts, click on the Businesses tab within the Contacts screen. This section will show a similar table with columns like name, description, email, phone, and address, along with any custom fields the organization has set up.
As with people records, adjust the visible columns by using the "Columns" button. Also use the checkboxes to select business records and export them via the "Actions" menu.
At the top of both the People and Businesses tabs, find a search bar to help quickly locate specific records. Also filtering options are available to narrow down the view by criteria such as name.