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New Updates and Smart Groups Tips

Feb 12, 2014 9:00:00 AM

With our latest updates and fix-its, you can now do the following:

  • Delete single instances of a reoccurring event
  • Add more household emails and phone numbers to the People view
  • Include Federal ID number on Contribution Statements
  • Enter offerings more quickly
  • Use a preferred name to enter offering and attendance
  • Enjoy easily-sorted offerings after entry
  • Choose Select All/None categories in People, Household, and Calendars
  • Add tags to people while in tabs other than the General tab

Tips & Tricks: Filter your list of people with a Smart Group

On the top right of the People view, you will see “Listing ## People.” Clicking on “People” will reveal a drop-down menu that lists all of the different Smart Groups that have been created for your church.

In the drop-down menu, you can change the criteria of the Smart Group. Changing the criteria will not permanently change the Smart Group unless you choose "Save." To change it temporarily, make your changes and click outside the drop-down box.

Church360 Members Smart Groups

 

 

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Peter Frank

Written by Peter Frank

Peter Frank serves at Concordia Publishing House as a Senior Marketing Manager for Church Supplies, including Concordia Technology Solutions (CTS), the church management software division. A graduate of Concordia University Wisconsin, his background in theology, business, and computers gives him a unique perspective on technology in the church. Married and the father of two children, he is frequently humbled when his young children teach him something new about technology.

Church360° Members

At Concordia Technology Solutions, we’re committed to helping our customers easily manage their churches. Here, you’ll find information on innovative new features, the latest software updates, and upcoming training opportunities for Church360° Members.