People
Adding people in the Churchteams database and maintaining best practice settings
General
- How do I add a person or family to my Churchteams database?
- How can we collect Connection Card data and Prayer Requests?
- How do I enter Guest or Connection Card information into the database?
- How do People update their information in Churchteams?
- Can I use a Formal/Legal First Name and a "Goes By"/Familiar Name in a Person's Profile?
- Nothing happens when I click to add a person from a Group, Check-in, or Contributions screen.
- Can I create a map showing an area where people live?
- How do I request and track completed background checks from Protect My Ministry?
- How do I mass update people data?
- Why won't pictures be saved or replaced?
- How do I attach a document to a person's profile?
- How do I clean up our database?
- How do I delete people from the database?
- How do I discover people who have not attended recently and remove them from the database?
- How does Churchteams handle the records of a deceased person?
- Why are addresses or names being auto-filled on certain screens?
- What is the best way to handle alternate (snowbird) addresses?
- What is the best way to track individual worship attendance using a Connection Card
Settings
- How do I edit the People Settings?
- Can I change or add information I see on the People Information page?
- What information can people update themselves?
- Can you set the default church member type to something other than unknown?
- How do you make church member type viewable at one level, but editable at a higher level?
Security
Family/Household
- How do I merge or combine two families / households in Churchteams?
- How do I remove a person from a family or transfer them to another?
- How do you recommend assigning family roles?
- Why can't I edit the Family/Household roles?
Directory
- How do I add a directory to our website and control who and what can be seen?
- How to print a Member Directory?
- How can we unlist members from the directory and other member level access lists?
- What is the best way to see a complete listing of people in my database by household?
- How should we protect personal information given to the church?
Merging
- Best practices to avoid duplicates when entering an individual's information
- Can I merge or match two copied records (duplicates) in our database?