People | ChurchDesk Helpdesk

General

Introduction to People
With the “People” module, you manage all the people your church or parish interacts with – such as members, volunteers, baptism families, or donors – in one central place. Contacts are not the same as ChurchDesk users – a person can be a contact without needing a login. All relevant information can be stored, searched, and kept up to date in one place. Create coSome readers

Administration

Create personal / pastoral notes in ChurchDesk
With personal notes, you can quickly record thoughts or observations about a contact – for example, after a visit, a phone call, or a meeting. All users can create personal notes in the Contacts module. These notes are always private: they cannot be shared or forwarded and can only be viewed and edited by the person who created them. Where to find the featurePopular
How to handle unsubscribes and blocked emails
If you’ve sent a message through ChurchDesk, you can view statistics to check whether the emails were delivered, if someone unsubscribed, or if a message could not be sent due to a block. Below you’ll find thePopular
How to resubscribe to the newsletter
In this article we'll outline how to resubscribe a contact that has unsubscribed and wants to receive email again from the church. Remember always to get consent from a contact before resubscribing them. In the message statistics you can see if some one has unsubscribed from all emails or just a specific list. How to resubscribe a contact There are three ways of unsubscribingSome readers
Import your contact data
The ability to store all of your church’s contacts securely in one place has many advantages. Firstly, it allows the entire team to access important information from their computer, tablet and phone. Secondly, ChurchDesk People allows you to collect consent from your contacts, enabling you to keep reaching out to people in and around your church. If you want to import your contacts you have two options: Use a csv or excel file to easily import your contacts by yourself. Forward your csvSome readers
Create and manage contacts
With the Contacts module, you can centrally manage all the people connected to your church or parish – such as members, volunteers, baptism parents, donors, or other interested individuals. These are not necessarily ChurchDesk users – a contact does not need to have a login or a role in ChurchDesk (more on this below). Each contact profile allows you to store and keep track of relevant information in one place – such as name, address, phone number, birthday, group memberships, notes, tagSome readers
Create custom fields
With custom fields, you can adapt your contact data in ChurchDesk to your own needs. For example, you can store additional information such as “Membership number,” “Baptism date,” or even “Shoe size.” These fields don’t just appear in your contacts – they can also be used in forms and are relevant for the Anniversaries app. This allows you to record data in a structured way and use it effectively. Who can create custom fields? To create custom fields, you need: Access to ContSome readers
Create and Manage Consent
In ChurchDesk, we've made it easy to manage consent. Essentially, you can quickly create the consent forms you want for your parish. Everything from confirmation consent to consent to promote activities in your church. Create consent form Go to “People” and select “Consent” at the bottom left-hand side. You can now choose to create a consent by clicking “Create statement”:Few readers
Tags
With keywords, you can flexibly and individually tag your contacts in ChurchDesk – for example with terms like “Youth Choir,” “Newsletter,” “Volunteer Team,” or “Parents' Meeting 2024.” This makes it easy to filter groups of people and organize them for specific purposes – such as sending messages or evaluating form responses. Keywords allow you to manage contacts independently of fixed structures like groups or categories. They are only visible to logged-in users and can be edited or deletFew readers
Merge of Contacts
Duplicate contacts can arise for various reasons. This tool helps you manage and merge them. Only organization administrators can use this tool. Content When do duplicate contacts not occur? Why do duplicate contacts occur? Where do duplicates come from? What criteria are used to suggest possible duplicates? (3-what-criteria-are-used-to-suggest-possible-dupFew readers
Linking family members in contact profiles
With the family function in ChurchDesk, you can easily keep track of family relationships between contacts. You'll find this section at the bottom of each contact's profile. Here, you can link existing contacts and assign a family relationship. Connections like “Partner”, “Parent” or “Child” are clearly displayed – and you can click on the name to jump directly to the other contact. If two contacts share the same phone number, this will also be indicated automatically. How to add family memFew readers

Lists & filters

Communication

Other