Modify Church Information

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

Filters

1. Filters allow you to reduce the number of entries displayed in the grid. Select from the following fields.
2. Click the button to display the results. 
3. 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

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

1. Click the Update button to save any information that has been added or changed. 
2. Reset link to return the page to its state before any changes were made. 
3. Cancel link to leave the page without saving and return to the previous page.

Updated July 20, 2026 04:51