Managing Church Information

from Home and On-the-Go

with Church360° Members

Peter Frank Senior Manager,

Concordia Technology Solutionspeter.frank@cph.org

(314) 268-1408(800) 325-2399

1904 World’s Fair

Developing software for churches since

1984

Church Administration division of Concordia Publishing House

Online Church Management Software

Peopl

eOfferin

gAttendan

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Online–access anywhere

Free updates, support, and training

Secure hosting and backups

Familiar with church management software

New toChurch360° Members

Extremely busy

Assumptions

What are the goals ofChurch360° Members?

Mobile usesUtilizing volunteers

Presentation Outline

Questions and answers

What are the goals ofChurch360° Members?

Focus on people

Bring data to light

Turn information into insight

Give accesswhere and how

you need it

Provide building blocks, not the

blueprint

Mobile Uses

People View

People View

• Data columns• Search/filter• Smart groups• Export

• Mailing labels• Church directory

• Grouping• Households• Marriages• Givers

Mobile People View

• Core data• Name• Address• Email• Phone

• Search • Smart groups

Profile View

Profile View

• Contact• Family• Life events• Demographic • Tags• Custom fields• Notes

Mobile Profile View

• Same information• Household• Family• Notes

• Quickly call or email• Easily add pastoral

visits and notes

• Sync contacts with mobile device• Utilizes CardDAV

Address book client/server protocol designed to allow users to access and share contact data on a server.

• One-way sync (Church360° Members phone)

• iOS and Windows–Free• Android–Free (limited) or paid apps

Mobile Import

Mobile ImportFields iOS Android WindowsName √ √ √

Preferred Name √ $ √Maiden Name √

Listed/Unlisted Phone Number √ √ √

Listed/Unlisted Email Addresses √ √ √

Listed/Unlisted Household Addresses √ √ √

Birthday (must have Month and

Day)√ √ √

Mobile ImportFields iOS Android Windows

Baptism Date √Confirmation Date √

Wedding Anniversary √Profile Photo √ $ √

Name of Spouse √ $List of Parents √ $List of Wards √ $

List of Guardians √ $Link to Members √ $

Notes √ (not iOS 9) $ √

For more instructions, visit

360Members.com/CardDav

Mobile Import

Grouping

Grouping

• Dynamic groups• Tags

• Track anything

• Custom fields• Data consistency

• Relationships• Historical data• Geographical

Events View

Events View

• Standard events• Worship• Education• Fellowship

• Special events• Anniversaries• Pastoral visits

• View any combination• View by month or week• Export to Word

Mobile Events View

• View all events• View by month or

day• Quickly access

profiles• View all scheduled

visits

Utilizing Volunteers

Roles and Logins

Roles and Logins

• Specific permission roles with finely grained settings

• Give only the access users need

• Apply multiple roles to users

• Applies to mobile

Entering Attendance

Entering Attendance

• Take attendance by headcount, total, or both

• Designed for efficient entry

• Utilize volunteers by giving them access from home

Entering Offerings

Entering Offerings

• Enter offerings quickly and efficiently

• Enter by name, envelope number, or both

• Batch entry designed for multiple volunteers

• Integrates with Vanco payments systems

Reports

Reports• Easily generate reports on

people, attendance, and offerings

• Grant access to volunteers based on permissions

• Export church directories and contribution statements

• Prevent printing reports by sharing electronically

Questions?

Start your free 30-day trial at 360Members.com

Order by February 28, 2017 and we‘ll waive the $199 startup

fee

Peter Frankpeter.frank@cph.org

(314) 268-1408

Software Salessoftwaresales@cts.cph.org

(800) 325-2399