Introduction to Contacts
Explore the Church Management Contacts section to manage and view your account's contact details effectively.
Accessing Contacts
Navigate to Management in the main menu.
Select the People dropdown.
Click on Contacts to view the list of existing contacts.
Contact Information
In the Contacts section, you'll find:
Basic Details: Includes first and last names, email, phone number, gender, and marital status.
Activity Timeline: View interactions the contact has had with the system.
Household and Relationships: See the contact's household and manually created relationships with other contacts. View our Households article here!
Groups and Teams: Check the groups and teams the contact is involved in. View our Groups and Teams article here!
Login Access: Indicates if the contact has login credentials for the Church Management or Subsplash Dashboard.
Capabilities: Add and view contact capabilities, such as skills or volunteer roles.
Volunteer Availability: Track and manage the contact’s availability and unavailability dates.
Notifications: View subscription status for promotional emails and text messages.
Custom Detail Sheets: Create and manage custom fields to track specific data. View our Custom Detail Sheets article here!
Metadata: Mark a contact as deceased and record a deceased date if applicable. Also view all data imported from CSV files.
Managing Contacts
Checkboxes: Select multiple contacts or all contacts on the page.
Actions Menu: Use the right-side menu for contact actions.
Filters: Use the filter feature to search and narrow down specific data points. For more on filtering, refer to our article on the filtering feature here!
Table Settings: Click the cog wheel in the top right to access additional options to print a PDF, export a CSV, and add columns to your contact list.
This overview helps you manage and utilize contact information efficiently within your church management system.