PeoplePower
- Overview
- What is PeoplePower?
- Ease of Use
- Unified
Screens
- Type-ahead
- On-line Help
- Historical
Analysis
- Word Processing
- Features
- People
- Activities
- Donations
- Pledges
- Giving Units
- Reports
- Security
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People
The heart of PeoplePower® is
the People Module. Here, you can instantly view all of the information
about the people in your organization. The People Module's unified
screen allows you to quickly browse the list of people and view the
desired person's record all from the same screen. You can also start
typing the person's name in the find box and PeoplePower's® auto
type-ahead will find the person who's name you are typing and scroll
the list of names as you type. When the name of the person you're
looking for is highlighted in the list, just hit the return key (enter
key on Windows) to load the record.
The tabs across the top of
the screen separate
the information into logical groupings:
- Info- this tab summarizes all personal information,
e.g., name, birth date, personal phones and email address. It
also includes a summay of information that all family members
share in common, e.g., home address and family salutation as well
as the individual's current membership status.
- Organization - this tab
lists the activities the person is currently involved in or a
complete historical list of involvement. You add the people to
activities right from this screen or from the Activities module. This tab also contains the groups they belong
to and special dates (events such as baptisms, first visit, etc.). Groups
allow you to associate people together in unlimited ways. Use them to track
interests, talents, keys, mailing lists and more.
- Donations - this tab lists the donations the person
has made to your organization - either for the current fiscal
year or a complete history. You can also view graphs of the person's
donation history from this screen.
- Pledges - this tab lists the pledges the person
has made to your organization - either for current pledges or a
complete history.
- Contacts - this tab contains the contacts you have made
with the individual. Contacts use the integrated word processor for fully
formatted letters. You can do mail merges and email merges.
- Notes - this tab contains any number of general purpose
notes that you want to keep on the individual. Notes use the integrated
word processor.
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