Contacts
Learn how to manage all aspects of your church members and track their involvement.
55 articles
Training Videos for the Contacts ModuleProvides a training video for software users to learn the people module within One Church Software.
How do I view a list of all people?Shows where to find a listing of all the person profiles in the system.
How do I add a person?Describes how a user can add people to the system.
How do I change a person's profile image?Describes how to change the profile image or avatar of a person.
How do I edit a person's profile?Describes how to edit a person's profile.
How do I merge two profiles?Describes how to combine or merge two duplicate person profiles into one.
How do I archive a person?Shows how to archive a person's profile.
What happens when a profile is archived?Describes what happens when a person profile is archived.
How do I unarchive a person?Shows how to unarchive a person's profile.
How do I delete a person?Shows how to completely delete a person.
How do I manage the church directory settings?Describes how to manage the various personal information settings for your church/people directory and who has access see what information.
How do I make mass changes within the system?Describes how to make mass change options within One Church.
How do I find an archived profile?Locating deactivated profiles
How do I add and edit/delete custom fields?Describes how to add and edit/delete custom fields within the system.
How do I exclude someone from my People Directory?Describes how to exclude certain people from your People's Directory.
What is a person profile?Describes what a person profile is.
How do I change the Family Manager?Describes how to change the Family Manager role within a family and additional features of the Family Manager.
How do I create Families and Relationships?Describes when and how to create new families.
How do I create families and add 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 remove a family member or relationship?Shows how to delete or remove a family member (husband, wife, son, daughter or other relationship) from an existing family.
How do I perform an employment credit check?Describes how to run an employment credit check.
How do I enable background checks?Describes the steps needed to start submitting background checks within the system.
How do I run a background check?Describes what background checks are available and how to submit one for processing.
How do I view the results of a completed background check?Describes how to view background check results and make a decision on the applicant.
How do I download an applicant's consent for 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 delete a background check?Describes cases where you can and cannot delete a background check.
How do I disable the Protect My Ministry integration?Describes the steps to disable the Protect My Ministry background check integration.
How do I enable child safety training?Describes how child safety training can be added to a new or existing Protect My Ministry account.
How do I request a child safety training course for a volunteer or ministry employee?Describes how to request child safety training and track progress.
How do I view a person's contributions?Describes how you can view your giving transactions or contributions.
How do I add a new recurring giving schedule?Describes how to add, edit, and delete recurring schedules.
How do I manage payment methods?Describes how to manage credit cards and bank account saved on a person's profile.
How do I download a person's giving statement?Describes how to download a person's giving statement.
How can a married couple see each other's giving?Describes how family members can view each other's contributions and combine giving statements.
How do I view groups a person is a member in?Describes how to see which group rosters a person is a member in.
How do I view a person's past attendance?Describes how to view the attendance of a person in past events.
How do I view a person's connections?Describes how to view all the past and current connections a person has.
How do I see the events a person has signed up for?Describes how to view the events a person is going to.
How do I see which workflow processes a person is or was in?Describes how to see which workflow processes a person has been in or is currently in
How do I add notes to a person's profile?Describes how to add notes to a profile both individually and in bulk.
How do I edit a note on a person's profile?Describes how to edit notes on a person's profile.
How do I delete a note from a person's profile?Describes how notes can be deleted from a person's profile.
How do I mark a person as deceased?Lists how to indicate a person is deceased in the system
How do I find duplicate person profiles?Describes how the system helps find and fix duplicate person profiles.
How can I easily remove old, unneeded person profiles?Describes the tools available to keep the number of profiles as low as possible by removing old data.
How do I print a church directory?Describes how to generate an offline church directory that can be printed.
What does it mean when an address is verified or unverified?Describes the verification process and how the system geocodes addresses for mapping.
How can I download a PDF of a person's profile?Describes how to download an offline version via PDF of the person's profile
How do I link a business to a person's profile?
What is a Deletion Request?Describes how users can request profile deletion and how users can view such requests.