*This video overview may include some outdated images. Thank you for your patience as we update our materials.
The Settings Area is where various system-wide setups and configurations can be made.
To access the Settings Area, click the gear icon at the top right of the main header. In the dropdown menu that appears, click on Settings.
General Tab
Under the General tab, you’ll find the “Appearance” area. Here, you can add or edit your church logo and decide where to display it with the provided checkboxes. You can also edit and adjust the database header color.
Additionally, you can edit your organization’s information, set default formatting preferences for items like phone numbers or email addresses, and enable multi-campus features here. Learn more...
Terminology Tab
Adjusting the Terminology tab settings allows you to rename certain portions of the software to match your organization's vernacular. (For example, you can rename "Individuals" to "Members" or simply just "People").
You can update
- Groups and Group Terms
- Members and Member terms
- or State and Zip code (which can be set to your country preference)
- Giving Categories and Category terms
- Campus terms
- and more!
Note: Use the help text under each field to understand how and where each field name will appear.
Making name changes here will update the sidebar navigation titles and other areas of the software where these names appear. Learn more about Terminology Settings.
Groups Tab
Under Groups, you can add, edit, or remove Group Properties. Think of Group Properties as 'tags' that make it easy to filter through groups for simplified management, reporting, mass communication, and more!
The Groups Tab is also where the Group Finder is enabled and configured. This helpful feature allows your members to find groups in their area, such as small groups, according to their interests or other filter criteria you create.
Group Views are also enabled here via a simple checkbox. Group Views allow you to create a saved list of groups that can be used throughout your ChMS for easy filtering, reporting, mass communication, and even shared with multiple users.
Pro-Tip: Group Views are so helpful for easy management that we recommend every ministry enable them!
Profile Tab
Here, you can configure helpful options related to individuals within your ChMS.
Glance Icons allow you to assign icons or auto-updated charts that appear on an individual's profile screen. These could be as simple as a birthday cake icon displayed during the month of their birthday or more in-depth, like a bar chart showing recent small group attendance.
Configurable fields allow you to add custom date or text fields, also displayed on an individual's profile screen. Use these to track data important to your ministry, such as marriage anniversary dates or prior church status.
Attendance Tab
A simple section where you can enable self-check-in and create custom excused absence options, which your organization can use when taking individual attendance.
Check-in Tab
This important tab allows you to manage:
- Check-in stations and settings
- Groups used for check-in
- Mobile app Check-In settings
Interactions Tab
Interactions can be a log of personal connections with an individual and tasks you assign to others to "interact," such as following up with new visitors. Here, you can configure and order your Interaction types. Learn more about Interactions.
Giving Tab
The Giving tab Settings provide several options regarding giving management:
- Create your Giving Categories or Funds
- Your Giving Letter Template (which serves as the giving statement for your organization’s contributors)
- Giving Letter Email Template (the digital template for emailing your giving statements electronically)
- Quickbooks Export Settings OR Financials User Sync Settings and Financials Account Sync Settings (the Financials options appear when you have purchased and integrated our accounting software)
- Consolidate Family Giving tool.
- Setup and Manage Pledge Campaigns (create and edit campaigns.)
Click on each to expand its options.
Services Tab
The Services tab is where you can set up and manage integration information between ChMS and other Ministry Brands products or third-party services. These include Mass SMS (Texting) and Voice Messaging, Background Checks, Mailchimp, Contant Contact, etc.
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