PEOPLE (formerly CONTACTS)
Keeping in touch with those in your ministry.
By Anne1 author17 articles
- V3: 3-dot Action Menu in PeopleThe three-dot action menu in the Pastorsline People section enables you to perform several actions with people at once.
- V3: How do I export contacts (groups or individuals)?Exporting details from a PastorsLine group (all members) or individuals to a .csv file.
- V3: How can I edit a person's (contact's) profile?See / edit details about a person: contact info, groups they are in, linked tags, relevant campaigns, etc.
- V3 Icon - - Add / Import a New Person or People / A New Group or GroupsNew people? Great! Add them to your PastorsLine account: manually or by importing their details.
- V3: Archive vs DeleteExplaining archive (soft delete) vs delete (permanent - no returns).
- V3: Opt-in status (People)See opted out / unsubscribed / blocked etc. in People
- V3: Reformat your DOB column for importingHow to reformat your birthday column to match required MM-DD-YYYY format
- V3: Bulk Restore for Deleted ContactsUh oh...has a bunch of your synced contacts gone missing? Not to worry. PastorsLine has a one-step restore at your service.
- V3: How does PastorsLine Handle Inactive or deleted Contacts?Does PastorsLine pull inactive (external app - CCB, PCO, Elvanto, MailChimp) contacts into my database?
- V3: What is excluded when importing contacts with .csv filesWhat is excluded when importing contacts with .csv files
- V3: How to import your contacts (.csv)Importing your contacts from a .csv file.
- V3: How to import your contacts from your Mac or iPhone address book.Want to import your people in bulk instead of entering them 1 by 1? Here's how.
- V3: People View -- People DetailsFurther details of your people (contacts) and how to edit them.
- V3: People View -- an OverviewGeneral background on the PastorsLine PEOPLE view (formerly Contacts).
- V3: Bulk move of imported people into a groupLet's say you imported a whole bunch of people. After the import, you realize that you should have imported them into a group. Here's how.
- V3: Smart syncing -->Resolving unresolved conflicts (duplicates)Got those blue dots? A blue exclamation point? A message with a blue background? Here's how to merge your unresolved contacts.
- V3: Why is there a blue dot next to one of my views?Explanation of the blue dot you see next to People, Groups, etc.