Adding people is easy! You just need their relevant information, and you’re good to go.
The two ways of adding people
One of the most importing parts of keeping Tithe.ly ChMS up-to-date is simply ensuring that everyone who is supposed to be in the database is in the database.
Adding a person directly
To add a person directly, simple go to ‘People’ in the admin area, and click ‘Add Person’. Then, fill out their details, and select save. This is the easiest way to add a person to your database. It also gives you the most control over the information, because you’re inputting yourself.
For a step-by-step walkthrough on how to do this, visit this link.
Adding people through a form
If you need to add a lot of people, you should create a form for them to fill out. You can set a form to automatically update information and add new people.
We’ll talk more about forms later, in this section.
Setting the right status for each person in your system will ensure you get the most bang for your buck. In Tithe.ly ChMS, there are three possible statuses for people: Active, Contact, and Archived.
You only pay for ‘Active’ persons, but they’re also the only People Status that is fully functional. If you class someone as a Contact, their information is stored, but much of it becomes ‘view only’. And if you class someone as Archived, they are hidden from reports.
Choosing which status to use is easy! If the person is a volunteer, or donor, or regular attendee of your church, they’re Active. If you need to be able to recall information about them, but they aren’t classed as Active, then they’re a Contact. And if you don’t need to access their information, set them as Archived. You don’t need their information cluttering up the system.
For an in-depth look at People Statuses, visit this page.