Page Actions
On any page, you can take certain actions based on your security roles.
- 1: New
- Create a new record on this page. From here, you'll have access to the various record actions (for example, editing, copying, and so on). You won't see this button on the Contacts page; instead, use the Add/Edit Family Tool to create a new Contact record.
- 2: Layout
- Change the layout of the page you're on. Options include list, grid, and calendar. Select the one that best suits the data you're reviewing on this page.
- List layout – List Layout gives a visual punch to your data - you can see the image that best represents the record along with the color-coded Record Facts. Easily scan the list and see your data in a whole new way.Tip: Bonus: List Layout includes searching the displayed Record Facts.
- Grid layout – Grid Layout is available for the standard spreadsheet view of your data.
- Calendar layout – For pages organized by date (Events, Donations, and so on), the Calendar Layout lets you see events on a calendar. You can toggle between day, week, month, and agenda calendar views. You can also color-code your calendar based on the field that works for your church.
- List layout – List Layout gives a visual punch to your data - you can see the image that best represents the record along with the color-coded Record Facts. Easily scan the list and see your data in a whole new way.
- 3: Sort
- Show the record list in alphabetical order or reverse alphabetical order.
- 4: Charts
- Toggle charts on and off for this page.
- 5: Assign
- If you have a selection, you can use the Assign action to mass update specific fields in every record in that selection. This is an update action only; that is, it only changes data on records that already exist in the Platform. Custom fields can also be updated in the Assign action.Warning: Assign with care! This is a powerful tool and should be used cautiously, as undoing a hasty assignment can be time-consuming (and potentially costly). This functionality should be limited to users who are trained to use it wisely and correctly.
- 6: Delete
- If you have a selection, you can use the Delete action to completely remove the records from the Platform. The Delete action is also available on sub-pages and records. Deleting a large selection and its affected records will cause your system to time out. For deletion, we recommend making smaller selections, less than 100,000 records including dependencies.Warning: Delete with care! This is a powerful tool and should be used with extreme caution. Any data deleted from MinistryPlatform is completely gone. Recovering deleted data requires Professional Services and incurs a cost. As such, this functionality should be limited to users who are trained to use it wisely and correctly.Note: People records on the Contact or Participant pages should never be deleted; instead, we recommend using the Combine Contacts Tool (if there are duplicate records) or the Inactivate Tool (if they no longer attend your church).
- 7: Export
- If you have a selection, you can export the information for use outside of MinistryPlatform. Select whether to export the current view or just your selection. Then, a file of your selected output format can be downloaded.
- 8: Secure
- If you have a selection, you can secure the records. Check out Record Restrictions to learn more.
- 9: Notifications
- You can schedule notifications related to the current view.
- 10: Tools
- Displays the Tools available on this page. Some of the tools require you to make a selection first.
- 11: Reports
- Displays the Reports available on this page. Some of the reports require you to make a selection first.