The Settings Area allows a variety of edits to be made. Most items that can be configured reside here.
General Settings
The Settings area allows you to adjust several broader aspects of your People software. Click the Gear icon at the top right, then click the word Settings to begin.
General Tab
Under the General tab, you can manage your organization's address and preferred data formats and enable multi-campus features. Many of these items appear on reports or other areas of your software. Learn more...
Terminology Tab
Adjusting the Terminology tab settings allows you to rename key areas to suit your organization.
Rename your Groups and Group Terms, Members and Member terms, or State and Zip code can be set to your country preference. Rename Giving Categories and Category terms, plus Campuses terms. Use the help text under each field to understand how and where each field name will appear.
Making changes here will update the navigation and other areas of the software with these changes.
Groups Tab
Under Groups, you can add, edit, or remove group properties (which comes in handy regarding group filtering) along with the option to enable the Group Finder. The Group Finder is a great feature that will allow your members to find groups in their area, such as small groups, according to their interests.
The Group Views feature is also enabled here. Group views allow you to create a saved list of groups that can be used throughout Your ChMS and shared with multiple users.
Profile Tab
Profile settings provide options regarding the individuals in your ChMS. Glance items, for example, are shown on a member's profile when they meet certain criteria that you decide, such as church membership, small group involvement, and/or birthdays. Configurable fields allow custom information to be added, which is viewable on individual profiles beyond the default fields in your ChMS. There are two categories of fields: date fields and text fields.
Attendance Tab
The attendance tab allows you to create custom excused absence options, which your organization can use when taking individual attendance.
Check-in Tab
Use the Check-in tab to add or edit the check-in stations and their settings. Refer to our help article “How to Manage Check-In” for more information.
Interactions Tab
Under the Interactions tab, you will create your organization’s interaction types. Some are provided by default, but you can customize this further by adding more. Click and hold to drag the interaction types into the order you would like them to appear on the Assign and Log pages.
Giving Tab
The Giving tab Settings provide several options regarding giving management:
- Giving Options and Categories or Funds
- Your Giving Letter Template (which serves as the giving statement for your organization’s contributors)
- Giving Letter Email Template (the digital template for emailing your giving statements electronically)
- Quickbooks Export Settings OR Financials User Sync Settings and Financials Account Sync Settings (the Financials options appear when you have purchased and integrated our accounting software)
- Consolidate Family Giving tool.
- Pledging (to create and edit campaigns.)
Click on each to expand its options.
Services Tab
The Services tab sets up and manages integration information between Amplify People and other Ministry Brands products or third-party services. These include Mass SMS (Texting) and Voice Messaging, Background Checks, Mailchimp, Contant Contact, etc.
Note: The Integration Credentials found at the top of this screen are necessary for additional integrated Ministry Brands Tools like the Check Scanner, Financials, Streaming, and more.
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