How to Add Members
Adding new people to your ChMS is quick and straightforward. Follow the steps below to input member details, place them into groups, and prepare them to be added to a family.
Steps to Add a Member
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Access the Add Member Feature
- In the left sidebar, click on the Individuals menu item.
- Click on +Add in the upper right-hand corner.
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Input Member Details
- Fill in all the information available for the person: Name, Address, Phone, etc.
- Pro-Tip: Ensure the cell phone, primary email, and address fields are accurate and complete for future communication.
- Fill in all the information available for the person: Name, Address, Phone, etc.
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Assign Groups
- Search for and select the Groups to which the member should belong.
- Groups allow for mass communication, reporting for group-specific activities, and more.
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Save the Record
- Click SAVE to finalize the member’s record.
Tips for Accurate Data Entry
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Formal Full Name Field:
- Use this field to include Middle Names, Prefixes, or Suffixes.
- If a Formal Full Name exists, Search & Check-In Lookup will distinguish between them, ensuring a more accurate lookup.
- John Ralph Smith vs. John Robert Smith
- For more details, refer to the Individual & Family Name Options article.
Suggested Next Steps
Join Individuals Together in a Family
After adding members, create or update family associations for streamlined management.
Video Overview
*This video overview may include some outdated images. Thank you for your patience as we update our materials.
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