People — Viewing and Management

The People page is your church directory inside the portal. It's where you find a phone number, check whether someone is on a ministry team, or look up a member's serving history.

📷 Screenshot: The People page showing a search bar, filter chips, and a list of member cards.

What you can do here

Depending on your role, the People page lets you:

• Search by name, email, or phone number.
• Filter by campus, ministry, or member type.
• View a profile with contact info, ministries, and recent assignments.
• Add or edit ministry membership (leaders only).
• Mark or change member type (admins only).

Searching for someone

The search bar matches partial strings across name, email, and phone — so typing cruz, david.cruz@, or 555-2341 all find David Cruz.

1. Click the search bar at the top of the People page.
2. Type at least two characters.
3. Pick the right person from the live suggestions.

Click the result to open their profile.

Filtering the list

Use the filter chips above the list:

• Campus — narrow to one location.
• Ministry — show only people on a specific team.
• Member type — Radical, Trailblazer, or G&A.
• Active / Inactive — by default only active members are shown.

What's on a person's profile

Click any name to open their profile. You'll see:

• Photo and full name at the top.
• Contact info — email, phone, address (visibility depends on your role).
• Member type — Radical / Trailblazer / G&A.
• Campus — primary campus.
• Ministries — every team they serve on.
• Recent assignments — last 30 days of serving.
• Upcoming assignments — next 30 days of serving.
• Notes (admin/leader only) — pastoral or scheduling reminders.

📷 Screenshot: A person profile page showing the sections listed above.

Adding someone to a ministry (leaders)

If you're a ministry leader, you can add an existing member to your ministry directly from their profile.

1. Open the person's profile.
2. Click + Add to Ministry.
3. Pick your ministry from the dropdown (only ministries you lead are shown).
4. Optionally pick a role (e.g., Vocalist, Greeter).
5. Click Add.

The person now appears in your ministry roster and is eligible for scheduling.

Removing someone from a ministry (leaders)

1. Open the person's profile.
2. Find your ministry in their Ministries list.
3. Click Remove.
4. Confirm.

This does not delete the person — it only removes the link to your ministry. Past serving records remain.

Editing member type (admins)

Member type drives which volunteer pool a person appears in by default.

1. Open the person's profile.
2. Click Edit member type.
3. Choose Radical, Trailblazer, or G&A.
4. Save.

A real example

Sarah, a Worship leader, wants to add Mia (a new member) to the Worship team:

1. Sarah opens People.
2. She types mia in the search bar.
3. She clicks Mia Tan from the suggestions.
4. On Mia's profile, Sarah clicks + Add to Ministry.
5. She selects Worship and picks the role Backing Vocals.
6. She clicks Add.

Mia now shows up in Sarah's Worship roster, ready to be assigned to upcoming Sundays via the Schedule Editor.

What you can expect

• Searches return results within a second, even on large directories.
• Profile data updates instantly when edited.
• Removing someone from a ministry is reversible — just add them back.
• Some fields (date of birth, home address) are hidden from non-admins.

Common mistakes to avoid

• Looking for someone new and not finding them. They probably haven't been added to ChurchCRM yet. Check with your admin.
• Confusing "Remove from ministry" with "Delete person". The portal doesn't let you delete members — only unlink them from a ministry.
• Editing member type casually. It's a pastoral classification; treat it as such.
• Searching by partial phone numbers with formatting. (555) may not match 555-. Type just the digits.