Contacts
Learn how to manage all aspects of your church members and track their involvement.
57 articles
- How do I view a list of all people and businesses?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 upload or change the profile image (and family image) on a person's profile.
- 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?Describes how to permanently delete a person's profile from One Church Software.
- 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, and delete custom fields?Add, edit, reorder, or delete custom fields on modules that support them.
- 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 on a family and grant the Family Manager additional permissions.
- How do I create Families and Relationships?Describes how families are created in One Church Software and how to add extra Relationships between two people.
- How do I edit an existing family member?Describes how to edit a member of an existing family.
- 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 how to run a background check in One Church Software.
- 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 to download a stored copy of an applicant's background check consent.
- 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 to combine giving statements so a couple sees each other's contributions.
- How do I view the groups a person is a member of?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 to delete a note 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.