HOW TO GET TO THE PEOPLE TAB
When logged into V3 of PastorsLine, Click on GROUP (group of people icon, brown circle and #1 in image below).
Click on the category/sub-category you wish to look at. In our case, we clicked on Named (yellow box and #2 in image above).
From the sub-menu which opened, we clicked on Friends (blue box and #3 in image above).
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 (yellow box in image above).
Group 1 Icons
Heart: Add to Favorites
Next 3 icons: As labeled
More: Click on the downward arrow to reveal the dropdown menu.
You can Select Multiple (for actions on a more global scale); Export All (export the members list via .csv format) Add Members, or Archive them (archive keeps your people in case you want to restore them as opposed to delete which erases their info from the PastorsLine system.
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
Blue box in image above: Shortcut to the person's Primary Profile box (image to the right). Just click on this icon.
Yellow box in image above: Hovering over this icon gives information about the type of integration which this person is linked to. Click on this icon to open the person's Primary Profile box (image to the right).
Brown box in image above: Hovering over the magnifying glass tells you the status of the number (checked, unchecked, etc.). Click on this icon to open the person's Primary Profile box (image to the right).
Fuchsia box in image above: Hover at the end of the person's detail line to reveal the Action menu (image to the right).
The names should be self-explanatory.
Click on the action(s) you wish to do and follow the prompts.
(I) Note that Export refers to a .csv file.
(II) 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.
Also, you cannot remove a person from a 1-way in group.
Step 1: Log in to PastorsLine.
Step 2: Make sure you are in the People section (yellow box & #1 in image to the left).
Step 3: Use the Search (magnifying glass icon, blue box & #3 in image to the left).
Your group page will display.
Step 4: Make sure you are in the People tab (yellow box in image to the left).
Step 5: If you hover over a person's thumbnail, it will change to a clickable box (blue box in image to the left).
Step 6: Click on the first person whom you wish to remove from the group (yellow box in image to the left).
Step 7: Notice that a new info line has appeared (blue box in image to the left).
Step 8: Click on the downward arrow in the info line to open the dropdown menu. Choose the option you prefer or manually select the people you want to remove.
Step 9: Look at the right-hand side of the page to find the More menu. Click on it (blue 1 in image to the left).
Step 10: Click on the downward arrow to open More actions (blue 2 in image to the left).
Step 11: Choose from the actions available.