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
Let's zoom in...
Depending on your role, you will see all or some of the items in the above image.
| Messages (Show Messages) Click on this icon to go to Messages View. |
| Call (Voice call) Click on this icon to go to Voice View. |
| Add People (Add Member) Use this helpdesk article for the 'how to': https://help.pastorsline.com/en/articles/6196669-v3-icon-add-import-a-new-person
|
 | More (Action items)
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Select MultipleChoose 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.