One Church Software

Provides a training video for software users to learn the people module within One Church Software.

Training Videos for the Contacts Module

Learn how to manage all aspects of your church members and track their involvement.

Contacts

Shows where to find a listing of all the person profiles in the system.

How do I view a list of all people?

Describes how a user can add people to the system.

How do I add a person?

Describes how to change the profile image or avatar of a person.

How do I change a person's profile image?

Describes how to edit a person's profile.

How do I edit a person's profile?

Describes how to combine or merge two duplicate person profiles into one.

How do I merge two profiles?

How do I archive a person?

Describes what happens when a person profile is archived.

What happens when a profile is archived?

Shows how to unarchive a person's profile.

How do I unarchive a person?

How do I delete a person?

Describes how to manage the various personal information settings for your church/people directory and who has access see what information.

How do I manage the church directory settings?

Describes how to make mass change options within One Church.

How do I make mass changes within the system?

How do I find an archived profile?

Describes how to add and edit/delete custom fields within the system.

How do I add and edit/delete custom fields?

Describes how to exclude certain people from your People's Directory.

How do I exclude someone from my People Directory?

What is a person profile?

Getting Started

Describes how to change the Family Manager role within a family and additional features of the Family Manager.

How do I change the Family Manager?

Describes when and how to create new families.

How do I create Families and Relationships?

Describes how to create families and relationships as well as add family members, such as a wife, husband, son, daughter, etc.

How do I create families and add relationships?

Shows how to delete or remove a family member (husband, wife, son, daughter or other relationship) from an existing family.

How do I remove a family member or relationship?

Relationships

What are safeguards?

How do I add a safeguard?

How do I edit a safeguard?

Shows how to delete a safeguard from a person's profile.

How do I delete a safeguard?

Safeguards

Describes how to run an employment credit check.

How do I perform an employment credit check?

Describes the steps needed to start submitting background checks within the system.

How do I enable background checks?

Describes what background checks are available and how to submit one for processing.

How do I run a background check?

Describes how to view background check results and make a decision on the applicant.

How do I view the results of a completed background check?

Describes how do get a stored copy of an applicant's consent form indicating they agree to a background check.

How do I download an applicant's consent for background check?

Describes cases where you can and cannot delete a background check.

How do I delete a background check?

Describes the steps to disable the Protect My Ministry background check integration.

How do I disable the Protect My Ministry integration?

Describes how child safety training can be added to a new or existing Protect My Ministry account.

How do I enable child safety training?

Describes how to request child safety training and track progress.

How do I request a child safety training course for a volunteer or ministry employee?

Background Checks

Describes how to upload (add) and delete files from a person's profile.

How do I upload files to a person's profile?

Files

Describes how you can view your giving transactions or contributions.

How do I view a person's contributions?

Describes how to add, edit, and delete recurring schedules.

How do I add a new recurring giving schedule?

Describes how to manage credit cards and bank account saved on a person's profile.

How do I manage payment methods?

Describes how to download a person's giving statement.

How do I download a person's giving statement?

Describes how family members can view each other's contributions and combine giving statements.

How can a married couple see each other's giving?

Giving

Describes how to see which group rosters a person is a member in.

How do I view groups a person is a member in?

Describes how to view the attendance of a person in past events.

How do I view a person's past attendance?

Describes how to view all the past and current connections a person has.

How do I view a person's connections?

Describes how to view the events a person is going to.

How do I see the events a person has signed up for?

Describes how to see which workflow processes a person has been in or is currently in

How do I see which workflow processes a person is or was in?

Involvement

Describes how to add notes to a profile both individually and in bulk.

How do I add notes to a person's profile?

Describes how to edit notes on a person's profile.

How do I edit a note on a person's profile?

Describes how notes can be deleted from a person's profile.

How do I delete a note from a person's profile?

Notes

Lists how to indicate a person is deceased in the system

How do I mark a person as deceased?

Describes how the system helps find and fix duplicate person profiles.

How do I find duplicate person profiles?

Describes the tools available to keep the number of profiles as low as possible by removing old data.

How can I easily remove old, unneeded person profiles?

Describes how to generate an offline church directory that can be printed.

How do I print a church directory?

Describes the verification process and how the system geocodes addresses for mapping.

What does it mean when an address is verified or unverified?

Describes how to download an offline version via PDF of the person's profile

How can I download a PDF of a person's profile?

How do I link a business to a person's profile?

Describes how users can request profile deletion and how users can view such requests.

What is a Deletion Request?

Other

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