This article provides step-by-step instructions on how to add a person in the People section of Tithely. It also includes a guide on searching for a person within the People section. Whether you need to add new individuals or locate existing profiles, this guide will help you navigate the process effectively.
Tithely Tip
If a user is logged into Tithely while viewing your giving form, they will be automatically added to your Tithely People list, even if they do not complete a donation.
How to Add a Person to People
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Login to your Tithely Admin account and select People from the left-hand menu.
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Click +Add New at the top right-hand corner of the page.
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Enter the new person's contact details.
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Click the Add Contact button to add a new person.
Tithely Tip
When entering dates in the date field, please use the calendar option instead of typing into the field. Due to recent updates, typing into the field is no longer supported. To ensure the availability of all month options, follow these steps:
- Click on the date field, such as the date of birth field.
- Select the Calendar Icon.
- If the month options do not show all months, change the year to a previous year.
- Select the desired month and choose the appropriate day.
How to Search for a Person in People
- Login to your Tithely Admin account.
- Select People from the left-hand menu.
- Search for a person by typing the first name, last name, phone number, or email address into the search bar.
By following the instructions outlined in this article, you can easily add new persons to the People section in Tithely and search for specific individuals using various criteria.