People Management (CRM)

Complete Guide to Managing Community Members & Contact Information

People Management Workflow
People Directory
→
Add/Edit Person
→
Action Sheet Options
→
Visibility Management
1

People Directory Overview directory

The People page provides a comprehensive directory of all community members, including both visible and hidden individuals. This is your central hub for managing contact information and person records.

  • Complete Directory: View all people in the system, including those hidden from search
  • Search & Filter: Find specific individuals using name or contact information
  • Add New People: Create new person records with complete contact details
  • Bulk Management: Manage multiple person records efficiently
  • Visibility Status: See which people are visible or hidden from general use
  • Quick Actions: Access person details and actions directly from the list
All Records Visible: Hidden people still appear in People page
Search Functionality: Find people quickly by name or details
Status Indicators: Visual cues for visibility status
Direct Access: Quick navigation to person details
CSV Export: Export people directory with all CRM information
2

Add/Update Person Records forms

Create new person records or update existing contact information using comprehensive forms. Manage all essential details.

  • Personal Information: First name, last name, and display preferences
  • Contact Details: Email addresses, phone numbers, and physical addresses
  • Communication Preferences: Email validation and communication settings
  • System Settings: Visibility toggles and access controls
  • Data Validation: Automatic validation of email formats and required fields
Required Fields: Essential information validation
Email Validation: Automatic format checking
Flexible Updates: Modify any field as needed
Data Integrity: Consistent information management
3

Person Action Sheet Options actions

When opening a person's record, an action sheet provides various options for managing that individual. These actions give you comprehensive control over person records and their system interactions.

  • View Financial Records: Access complete pledge and payment history
  • Edit Person Information: Update contact details and personal information
  • Communication Actions: Quick access to send emails or call
  • Assignment Management: View and manage event assignments
  • Visibility Controls: Toggle person visibility in search and assignments

Available Action Sheet Options:

  • View Finances: Access person's financial summary and payment history
  • Edit Details: Modify contact information and personal data
  • Communications: Email or phone call
  • Toggle Visibility: Hide/show person in search and assignment modals
4

Visibility Management & Toggle visibility

The visibility toggle is a powerful feature for managing which people appear in dashboard searches and assignment modals. This is essential for handling duplicates and controlling user access.

  • Hide from Dashboard Search: Person won't appear in main dashboard search box
  • Hide from Assignment Modal: Person won't be selectable when creating assignments
  • Always Visible in People Page: Hidden people still appear in the complete People directory
  • Duplicate Management: Hide duplicate records while keeping data intact
  • Selective Access: Control which people are available for general use
  • Reversible Action: Visibility can be toggled on/off as needed
Dashboard Search: Controls appearance in main search
Assignment Selection: Controls availability in assignment modals
Data Preservation: Hidden records maintain all data
Administrative Access: Always visible in People page

Important: Visibility Toggle Behavior

When a person is hidden via the visibility toggle, they disappear from dashboard search and assignment selection but remain fully accessible in the People page. This is perfect for managing duplicates or temporarily removing people from active use while preserving their complete record and history.

5

Duplicate Management & Data Cleanup cleanup

Effectively manage duplicate person records and maintain clean data using visibility controls and proper record management techniques.

  • Identify Duplicates: Search for similar names or contact information
  • Compare Records: Review duplicate entries to determine which to keep
  • Hide Duplicates: Use visibility toggle to hide unwanted duplicate records
  • Preserve Data: Ensure important information isn't lost when hiding duplicates
  • Consolidate Information: Merge important details into the primary record
  • Clean Search Results: Improve user experience by removing duplicate options
Duplicate Detection: Find similar person records
Safe Hiding: Hide without deleting data
Data Consolidation: Merge important information
Clean Interface: Improved user experience

Pro Tips & Best Practices

Visibility Toggle Strategy:
  • Use visibility toggle for duplicate management or archiving
  • Hide people who should not appear in general searches or assignments
  • Remember that hidden people are still accessible in the People page
  • Toggle visibility can be reversed if needed later
Duplicate Management Workflow: When you find duplicate person records, compare their information carefully. Keep the record with the most complete information visible, and hide the duplicates using the visibility toggle. This preserves all data while cleaning up the user interface.
Data Entry Best Practices:
  • Always verify email addresses for accuracy
  • Use consistent name formatting across all records
  • Include complete contact information when available
  • Check for existing records before creating new ones
Action Sheet Efficiency: The person action sheet provides quick access to all major functions. Use it to navigate directly to financial records, send communications, or manage person settings without returning to the main menu.
Search and Assignment Impact: Remember that visibility settings affect where people appear throughout the system. Hidden people won't show up in dashboard searches or assignment modals, but they remain fully functional in the People page and retain all their financial and assignment history.
Record Maintenance: Regularly review the People page to identify and manage duplicates. Use the search functionality to find similar names or contact information that might indicate duplicate records.

You can set same email address on multiple account. This is useful if you are recording aliya or honor for a person with an account, but a different person is paying the pledge.

Communication Management: Before hiding a person, ensure their contact information is consolidated into the visible record if they have important communication preferences or verified email addresses.

The People management system provides comprehensive control over community member records. The visibility toggle is particularly powerful for maintaining clean, organized data while preserving complete information.

Remember: Hidden people are only hidden from search and assignments - they remain fully accessible in the People page with all their data intact.

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