Add and find people
The directory is the same person for the register, the first-timer card, pickup, and the gift.
People → Members & Guests is the directory. Search, filters and saved views live here. Adding a person is People → Add a person.
01
Find someone
Search by name, member ID, phone or household. Columns and presets are on this screen — save a view when you keep reaching for the same filter (active members, first-timers this month, children).
02
Add a person
Open Add a person. Name, contact, status, age category, campus (if you have more than one), household and source are the fields that change Sunday. Age category Child or Youth is what generates a pickup code at check-in.
03
Open the profile
The person page is the record: contact, household, notes, giving (if you may see it), attendance and timeline. Pastoral notes are a separate permission. If you cannot see a note, the database filtered it — it is not missing.