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Knowledge Base
KBA-01478-T3P9W8
Index: People Management
KBA-01478-T3P9W8
Purpose & Scope
Index: People Management
Procedure
14.1
Performing a People Search
14.2
Results of a People Search
14.3
Performing an Advanced People Search
14.4
Active Persons
14.5 Adding Households
14.5.1
Adding a Household
14.5.2
Editing Household or Individuals
14.5.3
Adding an Additional Address
14.6
Viewing Individual Record
14.6.1
Viewing Individual Record
14.6.2
Editing an Individual Record
14.6.3
Adding Communication Values to Record
14.6.4
Viewing Supplemental Communications
14.6.5
Viewing Individual Attendance
14.6.6
Viewing an Individual's Assignments
14.6.7
Groups Involvement
14.6.8
Viewing Individual Notes
14.6.9
Adding Notes to an Individual Record
14.6.10
Adding an Attribute to an Individual
14.6.11
Viewing an Individual's Contacts
14.6.12
Adding Requirements to an Individual
14.6.13
Editing Individual's Privacy Settings
14.7 Adding Households
14.7.1
Viewing Household Record
14.7.2
Adding Household Members
14.7.3
Viewing Household Notes
14.7.4
Managing Child Authorizations
14.8 Notes
14.8.1
Notes in Fellowship One
14.8.2
Adding Notes to a Household Record
14.9 Individual Attributes
14.9.1
Individual Attributes in Fellowship One
14.9.2
Configuring Individual Attributes
14.10
Mass Actions in Fellowship One
14.10.1
Performing a Mass Action
14.10.2
Mass Action Queue
14.10.3
Mass Changing Demographics
14.10.4
Mass Adding a Participant Assignment
14.10.5
Mass Changing Demographics
14.11
People Queries in Fellowship One
14.11.1
Using People Query
14.11.2
People Query Results
14.11.3
Save a People Query
14.11.4
My Saved Queries
14.12
Managing Statuses
14.12.1
System Statuses
14.12.2
Creating Sub Statuses
14.12.3
Requirement Types
14.12.4
Creating Requirements
14.12.5
Individual Note Types
14.12.6
Managing Schools
14.13
Group Emails
14.13.1
Composing a New Email
14.13.2
Adding Recipients to an Email
14.13.3
Using Links in an Email
14.13.4
Inserting an Image into an Email
14.13.5
Viewing Saved Email Drafts
14.13.6
Viewing Sent Emails
14.13.7
Creating and Sharing Email Templates
14.14 Counseling/Mentoring (Relationship Manager)
14.14.1
Relationship Summary
14.14.2
Assigning Security Rights to Relationships
14.14.3
Relationship Types in Manager
14.14.4
Relationship Types
14.14.5
Adding a Relationship Type
14.14.6
Relationship Roles
14.14.7
Relational Attributes
14.14.8
Creating Relationships
14.14.9
Relational Members
14.14.10
Relationship Attributes
14.14.11
Add a Note in Relationship Manager
14.14.12
Relational Members in Relationship Management
14.15
Data Integrity
14.15.1
Merging an Individual
14.15.2
Move Individual
14.15.3
Duplicate Finder
14.15.4
Merging Duplicates in Duplicate Finder
14.15.5
Duplicate Queue
14.15.6
Merging and Household Giving
14.15.7
Creating and Sharing Email Templates
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