We have three improvements in which you might be interested, with a six-minute video that runs through all three:
- 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 the status of any families that you check. For example, you might query for all families with attribute “moved away.” From there, in one step, you could change all of those families to a status of “Inactive.”
- On family/household queries, you can now pull lists of families who do not have a certain attribute. There is one example in the video above. Here’s another example–suppose you want to do a paper mailing, appealing to raise funds for a new roof. You maintain an attribute called “Founding Families,” to whom you might make a personal appeal. You would want to exclude from that query the Founding Families, so as not to send them the general appeal communication.
- Likewise on individual member queries. There is a good example in the video, namely pulling a list of ladies in your congregation who are not in the Sisterhood.