Adding a new Contact


1. Click on Programs

2. Click on Church Ministry

3. Click on View Churches


 


4. Select the church whose pastor's name you wish to add, change, or delete. The Church Profile page will load. 

5. Click the “View More” button on the Church Contacts tile. This is where you manage the contacts for a church.  You can add, change (edit) or delete a contact here.




6. To change the pastor contact, you will need to add a new contact for the new pastor.



7. Enter the name, title, relationship and contact information. If this is the primary contact for the church, make sure you click the box in front of the word "Primary".   Once you have entered all of the information, click SAVE.




Changing information on an existing church contact


1. If you need to change information on an existing contact, click on the blue icon that looks like a sheet of paper with a pencil. This is your edit tool.



2. On the edit screen, you have the option to designate this as the primary contact, or change the title and/or relationship of this contact. 




3. To designate this as the primary contact, click the box in front of the word, "Primary". If this is the only change you need to make, click the SAVE button.


NOTE: You can not edit/change the name of the pastor using this edit tool. If the pastor of the church has changed you need to add the new pastor's information following the steps above.


Deleting a contact


1. To delete a church contact, click on the red X icon on the contact card.


2. A pop-up will appear to confirm you wish to delete the contact’s name. Click “OK” to confirm. This will delete the contact name from the records.