Month: October 2018

Export Chart Data

NEW — you can now export chart data to CSV or Excel–or display the underlying data right on the page! (see blue highlighted area in the screen shot)   In case you haven’t seen our application, let’s list the available charts: Families by year Joined by year (this is the number of households who joined …

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Better Queries

We have three improvements in which you might be interested, with a six-minute video that runs through all three: Queries with ‘NOT’; bulk status changes. Bulk change of family status:  when you run a family/household query, you will now see a button on the bottom left of the screen.  That button enables you to change …

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Member Portal, Part III

Members of your congregation can now add people to their families via the member portal. Previously, your members could change only existing information. Now, they will be able to round out your membership by adding, for example, children elderly parents adult children who may have moved back home.