Contacts

Contacts > All Contacts

This page holds any and every contact that has been collected from a submitted form. From year to year, the contacts will automatically be updated with the latest and greatest information on your churches.

If a church reports on their Church Directory and doesn't include a contact associated with that church, the contact will be updated to remove the association with that church and change the contact to Previous Position at Church Name (e.g. Previous Lead Pastor at Church of the City).

Contact Custom Fields

Custom fields can be created under Manage > Contact Custom Fields. Once these are added, each contact will have the relevant custom fields associated wtih that contact.

Contact Custom Fields

Editing a Contact

Click the icon to edit a contact. In the popup, make the changes needed and click Update.

Deleting a Contact

Click the button to delete a contact. The system will have you confirm the deletion before it is removed. This action cannot be undone.

Why won't it let me delete a contact?

If your contact is added to your Ministerial Studies system, it will prevent you from deleting them as a contact to prevent data loss. Remove them as a student before deleting them.

Contact Profile Page

Each contact has a profile page you can view by clicking the button. This page includes all the information and custom fields about this contact. On this page, you can edit the contact, add files, and notes. All of this information is only visible to users with District access.

Files and Notes are integrated with the Ministerial Studies system. Any notes added here will also be visible to a student on their student page.

Adding Files

Click the button and select the files you wish to upload to the contact's profile. These can be any document (e.g. docx, pdf, jpeg, etc.)

Adding Notes

Custom text notes can also be added to a contact page. Select "Don't Show" under Show to Contact if you wish to make the note not visible to a contact.

Exporting Contacts

Head to Contacts > Export Contacts to export your contact information. You can choose to filter your contact export list by filtering by a Church Name, Position, or Custom Field.

Select your relevant filter and click "Export" to download an excel file.