User Docs

User Documentation

This section covers day-to-day usage of ChurchCRM for end users. For system administration tasks, see the Administration section.

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👥 People Management

Managing your congregation's member data:

• Families - Creating and managing family records
• Persons - Individual member profiles and information
• Classifications - Categorizing members (members, visitors, etc.)
• Notes - Adding notes to people and families
• Custom Fields - Extending data with custom fields
  • Custom Fields Types
• Properties - Assigning labels and properties to records

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👪 Groups & Events

Organizing your church activities:

• Groups - Creating and managing groups
• Events - Scheduling and tracking events
• Sunday School - Managing Sunday School classes
• Volunteers - Volunteer management and scheduling

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🔧 Tools

Utilities for working with data:

• Search - Finding people, families, and records
• Cart - Batch operations on selected records
• Email - Sending emails to members
• Reports and Queries - Generating reports
• Geographic Utilities - Maps and location features
• Data Import - Importing data from CSV files

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💰 Finances

Tracking donations and fundraising:

• Finances - Pledges, donations, and deposits
• Fundraiser - Managing fundraising campaigns

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⚙️ Administration

For users with administrative access:

• Administration - Admin menu overview
• Users - Managing user accounts and permissions