Disciples. A Quick Start Guide

Transcription

1 Disciples A Quick Start Guide

2 Welcome Click to add a new church, edit information for an existing church, & export/import data Click to add a new worker for the selected church

3 Details Personal Edit status (member, lead, worker etc), interest level, & lead source Assign interests to workers Quickly find the name you re looking for Edit comprehensive demographic info to Click to add new events & small groups Click to add a name Click to import CSV files & send bulk s Click to add topics of interest for the selected lead Click to connect two interests in a relationship

4 Details Appointments Added appointments automatically appear in the calendar Click to add appointments Click to add decisions made during a study

5 Details Involvement Drag & drop a name OR use the drop down menu to add to an interest to a small group Click to register interest for an event Click to record decisions Click to record event attendance

6 Details Workers View only the interests assigned to the currently logged in worker Modify password & view permissions for selected worker Change tag color to easily identify assigned contacts At-a-glance view of upcoming appointments Currently logged in worker

7 Details Small Groups Edit title, leader, location, & schedule View list of current members Click to add a small group or event Click to add small group members

8 Events Details Change default calendar color Click to add a session Edit event details Edit session details

9 Events Attendance Click to change to the session number you d like to edit Click the column header to sort the list of registered attendees Double-click to add attendance for a session (each - represents a session) Click the checkbox to record attendance for this session Click to change the attendance session you re editing (blue highlight indicates the session currently being edited)

10 Events Entry (attendance) Click the session number for which you d like to record attendance Text that was typed to look up the interest (could also be a ticket number or barcode scanner input) Click to toggle attendance for this session

11 Events Entry (registration) Click the session number for which you d like to record a new registration Enter contact info for the new registrant (a new registrant is an interest not currently in your database) The ticket field accepts input from a barcode scanner to link an attendee with a unique barcode/ticket # Click Register to add this attendee as an interest in your database for later followup

12 Smart Filters All of these sections still work in filter mode Add as many conditions as you need Click to activate filter mode to quickly sort through your interest list Click to save your filter for quick access Saved filters appear here All names matching filter requirements

13 Calendar Drag & drop names onto the calendar to create an appointment on that date Double-click on the appointment to edit details Click to jump quickly to a different date Double-click an empty date to jump to Day view Click to select which items appear on the calendar Click to display different time intervals

14 Map Use the slider to increase magnification Click & drag to pan the map Click the red balloon to see the address Click to print the current map view Addresses are validated for accuracy

15 Reports Default Use the filter to further customize your reports Three template categories Click to print, save as PDF, & export to CSV Click to advance to the next page

16 Reports Custom Click to create a new template or duplicate the current one Custom templates are saved as you edit them Click to customize columns, page setup etc.

17 Contact us! Questions? Feature Requests? Bugs?