1: Basic Menu

All your high-use pages in one place. Click the section name (for example, Contacts, Groups, Events) to open that page. And click the arrow to the right of the section name to open related high-use pages. We've grouped them together so you can quickly find what you need.

2: Advanced Menu

The old-school Platform navigation you know and love, with all the same functionality. This menu includes all the available pages that you have access to.

3: Recent Records

Displays previously visited records for an authenticated user per device. Always available, but if you need a break from seeing where you've been, use the down carrot and it collapses like a house of cards.

4: Global Search

Click the spyglass icon to open the Global Search bar. Returns matches across multiple Pages and Record Facts.

5: Global Filter

Limit results by Congregation or Parish.

6: Layout

Click the toggle between list, grid, and calendar layouts.

7: List Sort

Sort the List Layout in alphabetical or reverse alphabetical order with the click of a button.

8: Charts

Click the button to hide or show charts.

9: Actions

Complete a task, send a message, or take any action allowed by your Security Roles.

Note: The Action Menu is dynamic, so you'll only see actions that are relevant to what you're doing in MinistryPlatform.

10: Tools

Open the tools menu to access the Add/Edit Family, Contact Log, Transfer Selection, and more. Available tools are governed by your Security Roles.

11: Reports

Click the menu to see available reports.

Note: The Report menu is dynamic, so if you don't select any records, you won't see reports, you won't see reports that require a selection. Want to run a selected report? Simply make a selection and that option appears!

Record Facts

Key information available at-a-glance from both the List Layout and an open record.

Troubleshooting

Having trouble seeing all the buttons on your screen as you navigate through MinistryPlatform? Your web browser might be zoomed-in. To zoom-out, either:

• Hold down the CTRL key (or Command on a Mac) and press once on the minus key. If you still can't see what you need to, do it again. Eventually, depending on how far zoomed in you are, the buttons come into view.
• Change your screen resolution settings in the computer's Control Panel.

Platform not loading correctly? Check the following:

• User Account: Make sure you're logged in to your User account. If you are impersonating a user or are logged in with a different User account, the difference in security roles could restrict access to the page and/or view you are trying to access.
• Browser Issues: Clear your browser cache and local storage to resolve any browser issues. For more information on performing these actions, see Browser Issues.

If you're logged in to your account and cleared your cache, but the Platform still isn't loading correctly, ask your SPoC to contact support.