Modify Church Information

The Church Information page allows you to filter and modify Churches or Organizations.

Filters

Filters allow you to reduce the number of entries that appear on the grid. Select from the following fields.

1. Name: Enter the name of a church. You can use an asterisk (*) as a wild card to represent one or more characters.
2. Address: Enter a partial or whole address. (This queries "Address Line 1" from the church's address record.)
3. City: Enter a partial or whole name of a city.
4. Country: Select the Country from the drop-down list as appropriate for your search criteria. This can only filter by one country at a time; select "Select Country" to filter by all countries.
5. State/Province: Select the State from the drop-down list using your mouse, or type the first letter of the state. (You can continue to press the first letter of the state to scroll through the states that start with that letter.)
6. Postal Code:
7. Alternate ID:
8. Conference Number Name:
9. Area: Enter the appropriate Area for your organization.
10. Region: Enter the appropriate Region for your organization.
11. District: Enter the District as appropriate for your organization.
12. Active Churches: Show All, Active Only, or Inactive Only.

Click the button to display the results. Click the Clear Filters link to reset all filters.

Church Information Grid

Churches are listed in a grid below the Add New Church link. The Name, Alternate ID, Area, Region, District, Active, and Address are displayed on the grid.

1. Click the Add New Church link to add a new church. The Person Search window appears. It is best to search All Applications to avoid adding a duplicate record that may already be in the system.
2. Click the Edit icon to make changes to an Organization.
3. Click the Delete icon to remove the Organization from the system.

Add New Church

Person Search (Church)

1. Check the Only Active? box to include only those with an active status.
2. Select the Name in the Person Search window. By default, the Name field searches for last names and organizations. To search for first and last names, enter your search in the "lastname, firstname" format. You can also search by City and State.
3. Select the customer for whom you are creating the transaction, then click the Select button. Alternatively, click the Close link to return to the previous page without selecting anyone.

Note: Search for just a first name by starting your search with a comma (e.g., ", James"). Display a complete list of names by searching for just a comma. Results default to Accounts Receivable; select All Applications from the drop-down list to view all names.

Church Information Update

1. Type: Organization
   • Church
2. Type: Individual
   • Title
   • First Name
   • Last Name
   • Suffix

Church Information Tab

1. Date Created:
2. Active:
3. Birthdate: (If Type is Individual)
4. Federal Tax ID Number: (Social Security Number, if Type is Individual)
5. Salutation:
6. Gender: (If Type is Individual)
7. Alternate ID: (e.g., GCFA)
8. Conference Number Name: (e.g., CCID)
9. Area:
10. Region:
11. District:
12. Alternate Contact 1: Use when setting up Statement Design.
13. Alternate Contact 2: Use when setting up Statement Design.

Phones Tab

1. Click the Add New Phone link to add a phone to the church's list.
2. Complete the following fields:
   • Phone Type: Choose from the drop-down list.
   • Phone Number:
   • Unlisted:
   • SMS:
3. When finished, click the Save button to save any information that has been added or changed, or the Close link to leave the page without saving and return to the previous page.

Emails Tab

1. Click the Add New Email link to add an email to the church's list.
2. Complete the following fields:
   • Email:
   • Note: Type a note if desired.
   • Active:
   • Preferred:
3. When finished, click the Save button to save any information that has been added or changed, or the Close link to leave the page without saving and return to the previous page.

Addresses Tab

1. Click the Add New Address link to add an address to the church's list.
2. Complete the following fields:
   • Address Type: Choose from the drop-down list.
   • County:
   • Address Line 1:
   • Address Line 2:
   • Postal Code:
   • City:
   • State / Province:
   • Primary:
3. When finished, click the Save button to save any information that has been added or changed, or the Close link to leave the page without saving and return to the previous page.

Save/Cancel

When finished, click the Update button to save any information that has been added or changed, the Reset link to return the page to its state before any changes were made, or the Cancel link to leave the page without saving and return to the previous page.

Updated June 10, 2026 06:44