Browse people

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To browse people tap People in the left hand nav bar

 

This will display all people, grouped by the first letter of their last name. If you pick another letter from the drop down it will update the list of people, the drop down shows how many people there are whose last name starts with that letter.

Tip: You can choose to view the list by name or by face view using the in the top right of the name list.

Tip: You may also filter by group, and there is an "All" option at the end of the rolodex so you can see everyone that matches the selected filter.

Tip: If you open each person in a new tab then you will be able to keep your place in long lists as you browse through people. You can open people in a new tab by holding down Ctrl (Windows) or Cmd (Mac) before clicking on the person's name.

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If you check the boxes to the left of people's names you'll get the following bulk action options when you click the Actions menu:

Add selected people to...: Add the selected people to another group, meeting or process.
Archive - remove from all public groups: Remove the selected people from all public groups so they aren't getting charged for.
Add a note...: Add a note to all the selected people.
Move group members...: Move the selected people between groups, this is often used for grade promotions.
Change a date....: Add, remove or rename a date for the selected people.
Change a more detail...: Add, remove or rename a more detail for the selected people. If you are using more details for storing grade information then the rename detail option can be used for grade promotions.
Change restrictions...: Add or remove security area restrictions for the selected people.
Update email...: Reset a failed email address, or subscribe/unsubscribe the selected people from email.
Update SMS...: Reset a failed Mobile number, or subscribe/unsubscribe the selected people from SMS.
Update gender...: Update the gender of the selected people.
Delete selected people: Delete all the selected people.

 

Import and Merge

The top right has two buttons, the first allows you to import a spreadsheet list of people. The second option links to the Merging duplicates page that will step you through all possible duplicates here you can merge duplicate profiles.

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