Church360° Members Training: People Management & Communications (Webinar 1 of 4)
Church360° Members: People & Communications Training First of four Church360° Members training webinars from the Concordia Technology Solutions support team. Tim Burkett walks through the People view and Communications, start to finish. What you'll learn The four People views — individuals, households, givers, and marriages — and when to use each Filtering with smart groups, tags, and the search bar; choosing columns; downloading directories, contribution statements, and mailing labels Editing household and person records: addresses, phone numbers, email addresses, photos, relationships, tags, and custom fields Adding new people and bulk-updating records Scheduling and logging pastoral visits, including communion tracking and note visibility Using the church register for baptisms, confirmations, weddings, and funerals — and how those entries automatically update person records Setting up and sending email, text, and voice messages, including the texting opt-in requirement Chapters 0:00 Welcome and agenda 3:09 The four People views 7:13 Filtering, columns, downloads, and printing 12:52 Household records 24:01 Individual person records 36:03 Adding and editing people 40:08 Pastoral visits 45:48 Church register 49:39 Communication settings: email, text, and voice 1:01:00 Sending messages 1:11:43 Knowledge check 1:19:21 Q&A: creating mailing labels Questions? Call 1-800-346-6120 or email support@cts.cph.org.
