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Managing People


Searching for People

Use the search bar to find individuals by name, email, or phone number.

Filters

Use the filters to narrow who you see. You can use more than one filter at a time.

  • Filter by Group: Choose a group to see only people in that group or choose Uncategorized to see people who are not in any group. Note: Uncategorized and a regular group cannot be selected together - picking one clears the other.

  • Filter by Gender: Both (default) shows everyone. Choose Male or Female to narrow the list.

  • Filter by Marital Status: Options are Single, Married, Divorced, and Widowed. All four are selected by default, so you start by seeing everyone. Turn options off to narrow the list.

Adding a New Person

  • Click Add Person.
  • Enter their applicable details such as Name, Email, and Phone Number.
  • Assign them to a specific Group (if necessary).
  • Click Add Person to save.