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RealmRealm AccountingMinistryPlatformeGivingPDSACSConnectShepherdGrowth MethodHeadMasterRefresh WebsitesTrust CenterGo MethodMissionInsite

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Member and Constituent Processes

Update Member Ministries

CAUTION: This process alters data. We recommend backing up your data before proceeding.

With this process, you can update the ministry status and date on multiple records.

  1. On the Families tab, click Members & Constituents > Processes > Change Ministries.
  2. Make selections to include members with a certain ministry, status, or date. Click Next.
  3. Select whether to post changes for all members or only those you select.
    Note: For help with conditions, see the Additional Selections section in the topic, Report Selections.
  4. Select to include only active, only inactive, or all members. Click Next.
  5. To assign different ministry details to each member, select the first option. Or, to assign the same details to your entire list, select the second option, and enter the new ministry details. Click Next.
  6. Review your list. If needed, add or edit any ministry details. When you're ready to post to the selected individuals, click Next.
  7. To post, click Finish.
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Last updated: July 10, 2024