The Members & Constituents windows display information such as names, addresses, assignments/affiliations, and financial activity. This is also where you add new members to the program. On the Families tab, click Members & Constituents.
Locating a Member or Constituent
At the top, you can search for a single record based on a member's name, an address, phone number, and so on. Or you can scroll through each record until you find the one you want. For more information, see Locate a Record.
Adding and Viewing Documents
In several Members & Constituents windows, you can add and view additional documents that support the information you entered. Click Add Documents, and upload the documents. For more, see Add and View Documents.
- Add a Member
- View Member Assignments and Affiliations
- Enter Ministry Information
- View Members and Funds
- Reassign a Member to Another Family
- Delete a Member's Record
- Members and Constituents Quick Posting
- Members and Constituents Processes