Contacts

Everyone in your church, in one searchable list.

The People page holds your church's contact list. Everyone who attends your events or serves on a team should be here, whether or not they ever sign in.

Viewing requires the View contacts permission; adding and editing require Manage contacts.

Find and add people

Use the search box to find someone by name, and click column headers to sort.
Click Add Person to create a contact: first and last name, email, primary and secondary phone, date of birth, address, and notes.
Click any row to open and edit the contact.

Date of birth feeds the Birthday report, and email is what invitations and reminders are sent to, so those two fields earn their keep.

Merge duplicates

Opened a contact and found the same person twice? Choose Merge from the contact's actions menu, search for the duplicate, and merge them into one record.

Create a user from a contact

Choose Create User from the contact's actions menu to invite them to sign in. Requires the Manage users and roles permission. See Invite your team.

Deleting

Delete appears only for contacts with no attendance history and no linked user account; that history is part of your church's records. For someone who has left, it is usually better to keep the contact.

The contact limit

Your plan caps how many contacts you can have. A banner appears as you approach the cap; see Contact limits.