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  1. ChMS Help Center
  2. Individuals
  3. Common Tasks

Common Tasks

  • Mass Assign and Email Login Information
  • Viewing the Directory (Account Access)
  • How to Print A Directory
  • How to Merge Duplicate People Records
  • How to Archive and Remove Individual Records
  • CSV Export Options
  • Move a Person to a New Family
  • Individual and Family Name Options
  • Consolidate Family Giving History
  • Other Relationships
  • Manage Visitor Records
  • Visitors and Attendance
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