Skip to main content

Available Features in People Profiles

  • Updated

Contents

 

In this guide we will explore the features you can access specifically within people profiles, from under your People section. 

 

Member Directory Settings

Each person can be set to either be shown or hidden from within the Member Directory, using the Hide me from the Member Directory toggle. This is available when editing a profile as an Admin/Group Leader, as well as a Member.

When hidden, people will not be listed within the Member Directory - both the online version and the printable one that you can generate via the Export feature.

Additionally, any profile field can be visible or hidden within the member directory. 

These settings apply to both the printed and the online Member Directory.
 

 

Communication features

You can initiate the following communications from within someone’s profile:

  • Call,
  • Text message,
  • Notification (They need to have the mobile app and be logged in),
  • WhatsApp message,
  • Viber,
  • Email.


 

Generate QR Code

You can generate a QR code for the person you’re viewing, by clicking the dedicated button underneath their profile picture.

 

Create and Manage Users

While you are viewing a profile, you will see a User management button, right next to the Edit button. This allows you to manage the person’s account within ChMeetings. If they do not have an account, you will have the option to create one for them. If they already have one, you can edit their account information or their user role.
 

 

View and Manage the Person’s Events

By going to the Events tab within someone’s profile, you can have access to the following information and features:

  • View a list of events for which the person has registered or checked in.
  • View the person’s event attendance statistics and access events they were absent from by clicking on the number of absences. 
  • Register the person for an event.
  • Export the list of events that the person has registered for or attended.

 

View and Manage Notes

You can easily add, edit and delete notes related to a specific person, from within the Notes tab within their profile.

To add a note:

  • Go to Notes.
  • Click Add Note.
  • Enter your note text.
  • Mark the note as Private if needed. Private notes are only visible to you and not the person on whose profile you are adding them. 
  • Click Save when done. 



 

Once your note is added, you will see it listed in the Notes tab. If it is private, it will be marked by a lock icon. You can edit or delete your notes from this list. Please keep in mind that deleted notes cannot be restored.


 

View Submitted Forms

The Forms tab lets you view the form submissions that are associated with a particular person. The forms listed are across all ministries and depend on access permission. So, if a user has access to a certain set of permissions, the forms listed will be limited to those specific ministries. Clicking the form name will allow you to view the information that has been submitted by the person you’re looking at. 


 

View and Export Someone’s Giving History

The Giving tab lets you view and filter the list of contributions and pledges that the person or their family has made.  You can also export to Excel, print or email a statement.


 

View and Manage Follow Ups

The Follow Up tab lets you view a list of follow ups associated with the person you’re looking at, as well as edit, mark them as “Done” or delete them. You can also export them to Excel.


 

View and Reply to Text Messages

The Text Messages tab allows you to view the person’s text messages history, as well as to reply to them.

 

View Emails

The Email tab lets you see a list of emails sent to someone. The tab lists the email subject, which you can click on to see the email body. You can also see who sent the email (or if it was an automation), what date and time it was; the email’s status, and if it was open or not.


 

View and Manage Volunteering

The Volunteering tab lets you view and manage a member’s volunteering activity. 

  1. Block dates when the member cannot participate in events. You can set a specific date or a date range. 
  2. View and manage event volunteering: You can see the member’s upcoming and past volunteering assignments. You can accept or reject the assignment on the member’s behalf and undo any of these choices as needed. Additionally, you can see who else is volunteering in the same event. Seeing other volunteers is available by default for Admins. Members have access if you enable the dedicated permissions to Allow members to see who else is volunteering in the same event.  

     

Open Attached .pdf Files and Images

If your People profiles contain image or .pdf attachments, all you have to do is access the profile,  and click the attachment to view it.. The file window will contain a Print option which you can use as needed. 

Related articles