How to get to the People tab

Working with the top section

Editing a person


HOW TO GET TO THE PEOPLE TAB

Step 1

When logged into V3 of PastorsLine, Click on GROUP (group of people icon, brown circle and #1 in image below).

Step 2

Click on the category/sub-category you wish to look at. In our case, we clicked on Named (gold box and #2 in image above).

Step 3

From the sub-menu which opened, we clicked on Friends (blue box and #3 in image above).

Step 4

The details will open to the right. Select the People tab (brown circle in image below)


WORKING WITH THE TOP OF THE PAGE

Many of these icons repeat throughout our PastorsLine app. To reduce your scrolling (and our writing), we decided to create an Icons List with helpful information about each one.

We suggest hovering over the icon to reveal its name. This (usually) explains its function (what it does). if you need more information, find that name in the Icons List (link above) to learn more about it.

Having said that, we will now explore each group of icons briefly to make additional comments on using the functions in the context of the groups.

You can see that there are two groups of icons in this tab:

Group 1 (blue box in image above).

Group 2 (gold box in image above).

Group 1 Icons

The Action Menu (brown circle in image above) provides options for exporting the members list via CSV format, adding members or archiving members of the group.

Other icons perform general functions as described in the icons list.

Group 2 Icons

Column Selection (grid icon) allows you to choose which items would be displayed under the people tab about each .person The image below is an example:


EDITING A PERSON

More icons

Hovering around a person's name would bring up 2 other icons (gold box in image below): Show Messages (speech bubble icon, gold 1) or Make a call (phone icon, black 2).

The two icons in the brown circle in the image below give details about the member.

Click on the first icon (1 in image above). The person's Primary Profile box will pop up.

The second icon shows to which integration the individual belongs. In this example, it is PastorsLine.

Action Menu

Hover at the end of a person's info line; The Action Menu icon (3 vertical dots) will appear.

Click on the dots to open the Action Menu.

Click on the action(s) you wish to do and follow the prompts.

Note about Remove From Group

When you remove a person from an external group (a group linked to an integration), we don't archive or delete the person from the group itself. The reason is that this person would just come back after a sync. Instead, we mark this person as 'removed'. When you send a group message, PastorsLine will automatically do the following:

(1) We will attempt to send them a message.

(2) We will see that they are 'removed'.
(3) We will mark the message as "failed" or "undelivered" as an internal note. However, no message is actually sent.

Recommendation: If the person should be removed from the group permanently, you should do this on the integration side (via your ChMS or app).

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