Filtering Members

You can filter members by navigating to Members and then click on the Filters button on the members page.

You can now use the following to filter your members:

  • Role
  • Gender
  • Age Group
  • Saved
  • Custom fields

It will now display the members that meets the filter criteria.

For more information on how to create custom fields, please visit https://edisciples.com/docs/congregants/adding-custom-fields/

Reminders

The Reminders feature will notify you of any upcoming Birthdays or Anniversaries for the next 31 days/1 month.

You will receive these reminders via:

  • Email – Receive an email once a week to notify you of the upcoming reminders for the week.
  • Push Notification – Receive a push notification to wish the member for their birthday/anniversary. You will receive this notification on the day of their birthday/anniversary.

Clicking on Members and then on Reminders will open a new window where you will be able to view all reminders.

You can also view the members details by clicking on the View Member button.

Adding Custom Fields

Custom fields will be displayed on the New Member form when creating a new member.

You can create new custom fields by navigating to the Members page in the Dashboard.

Click on the Create button.

Click on Create Field.

You should now be navigated to the Custom Fields page where you can create new custom fields

You will be able to select one of the following Custom field types:

  • Checkbox
  • Text
  • Date
  • Dropdown
  • Path

The custom field will now be displayed on the New Member Form.