The People Screen is where you keep track of all your people, including members, children, prospects, and visitors (new people).
Adding names to the People Screen is one of the first steps in using ChurchTrac. Once names are added on this screen, you can add notes and track information like spiritual gifts and roles with Tags. You will also use names entered on the People Screen in other areas (like Attendance and Giving).
To add a name, click on the "Add Name" button on the People Screen. The Add Name window has a section for the individual's information, as well as a section at the bottom for shared family information (the family section is only visible when you select the option to Create a New Family). The first and last name fields are required for each individual. All other fields are optional. You can add additional members of the family at the same time by clicking "Add Another Family Member".
When adding a new name (or several names from the same family), the program will automatically create a new Family. Alternatively, you can choose to "Assign to an Existing Family" if you are adding an individual to a Family that has previously been added to your database.
You can enter additional information for the individual and family now from the Add Name window, by clicking on the ( ) to the right of the Member Status selection field. This can also be done later by editing a person's information on the People Screen. An Administrator user can configure which fields appear on the Add Name window by going to:Settings Admin Settings Add Name Settings.
Once a name has been entered into the database, you can add additional information or edit existing information by clicking the "Edit" button on the People Screen. From the Edit view, you can also click on any blue, underlined field name, and create or edit the options for that selection box. In Edit mode, you can edit or change the family name, change the family assignment, or edit any of the fields for this individual and family. Any changes you make are saved instantly.
Believe it or not, changing a Family Assignment in ChurchTrac is more common than you may think. Some situations in which Family Assignments are changed include a new marriage, adoption, divorce, and remarriage.
To change a Family Assignment, click the "Edit" button for the individual you wish to change. Once you're on the Edit mode, click "Change Family Assignment".
Once clicked, you can then proceed in either adding the person to a different family or creating a new family for the individual.
ChurchTrac allows you to edit or change information for the names that are "checked" on the People Screen (notice the checkbox to the left of each individual's name). You can manually check the names you would like to work with, or you can select a Smart List of names or click the ( ) button on the bottom of the list of names on the People Screen to select all.
Once you have selected the group of names to be edited, click on the "Bulk Edit" ( ) button at the bottom of the list of names and complete the information in the Bulk Edit pop up window. You can also use this feature to add or update a particular field, tag, or archive names.
More information on the bulk edit feature can be found at our article for bulk editing.
Under normal circumstances, it is not advisable to delete a person from your database. In addition to the individual's data being removed, their giving and attendance history will be disconnected from their profile (their contributions and attendance will be no longer be associated with a name in your database).
While some data can be "undeleted" by you in Admin Settings, we recommend that you limit the number of user accounts that have delete privileges. In some cases, the only option to recover deleted information is for us to roll back your entire database back to an earlier point in time. This process takes quite a bit of effort, and therefore we have to charge a fee if you require this service.
Instead of deleting a name from your database, you should consider changing the name to Inactive on the People Screen, or you can archive the name (using the Bulk Edit option on the People Screen). When you archive a name, the name is removed from the People Screen, and is no longer accessible for new attendance events, for entering contributions, etc. However, the name and the data associated with that name remain in your database and can be restored from Admin Settings, and contribution statements can still be printed.
If you do choose to delete a person, highlight the name in the people list and choose "Delete Name" option from the bottom of the list of names on the People Screen. If the person you are attempting to delete does have attendance, contribution, or other records associated with their name, ChurchTrac will ask for special confirmation before performing the deletion.
If you have hundreds (or even thousands) of names in your database, it gets a little more difficult to scroll through the list one-by-one to find the name you're looking for. So ChurchTrac offers two options for searching names:
1: Search - Type a name, email address, or phone number in the Search box on the People Screen to see matching names. Only the names that meet the criteria you've entered will be shown in the list. Make sure the "Everyone" Smart List is selected to search through all names in your database, and that you type at least three characters.
Click the ( ) button to return to the full list of names.
2: Smart List- When you want to search for a set of names that meet certain criteria or set of criteria, you will want to use a Smart List. You can create multiple Smarts Lists and reuse these lists over and over to quickly display names that match your predefined criteria. For example, you may want to list every child in your database, or every female over the age of 50. There are dozens of options that you can use when configuring your Smart Lists. You can quickly show the names that match a particular Smart List by selecting that Smart List from the selection box at the top of the list of names on the People Screen. To edit or set up your Smart Lists, click "Smart Lists" on the People Screen toolbar.
ChurchTrac provides a variety of predefined reports and labels. Click "Reports & Labels" on the People Screen toolbar to view the report options. Your People Screen reports will automatically include the names from the selected Smart List, or alternatively, the names that are checked on the People Screen (you can choose which one before creating your reports).
More details about Reports and Labels can be found in our article referencing it.