We assume that you are in Table View. If you are not, this article will get you there.

Now that you are in Table View...

The top of the screen

Details on the page


THE TOP OF THE SCREEN

Let's zoom in.

Depending on your role, you will see all or some of the icons in the above image.

Turquoise #1: Add Person or Import

Use this Help Desk article.

Turquoise #2: Show Messages

Click on this icon to go to Messages View.

Turquoise #3: Voice Call

Click on this icon to go to Voice View.

Select Multiple

Choose this option to select ALL the people on your screen. You can then uncheck the ones you do not want to include.

Choose this

Export All

Column View

Turquoise #4: Action Menu

Select Multiple

Export All

Column View

Select Multiple

Choose this option to select ALL the people on your screen. You can then uncheck the ones you do not want to include. Makes bulk actions faster.

Depending on your role, you will then see additional options to the right of the top line:

These actions will be performed on all the people you have selected.

Export All

Choosing this option will export a .csv of your people details to your downloads.

Column View

Choose this option to return to column view.


DETAILS ON THE PAGE

Depending on your role, you will see all or some of the details.

Turquoise box in image above: Click here to see the messages.

Brown box in image above: Click here to make a call.

Gold arrow in image above: Click on the 3-dot action menu and choose your preferred action.

KEEP IN MIND: Your action menu choices will depend on your PastorsLine role.

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