People Categories and Searching for People in SteepleMate
SteepleMate provides a robust system for categorizing individuals and organizations, enabling churches to streamline communication, create directories, and generate reports tailored to specific groups. This guide explains how to use the system to manage people categories, search for individuals, and export or update your church directory.
People Categories in SteepleMate
SteepleMate allows you to classify individuals and organizations into the following categories:
Category or Person Type | Description |
Church Family | Regular attendees considered part of the congregation. |
Contacts | Individuals who may or may not attend and could reside outside the area. |
| Guests | People who have attended and are on track to becoming part of the church. |
Organizations | Churches, ministries, or other organizations associated with the church. |
Vendors | Businesses or individuals the church works with (e.g., florists, coffee shops). |
Other | Individuals or companies that do not fit into any other categories. |
Active vs. Inactive Status
In addition to categories, individuals can be tracked as Active or Inactive, indicating whether they are currently involved with the church. This information can be found under the Dates Section of a person’s profile.
Searching for People in SteepleMate
- From the Left Navigation Menu, select Manage > People.
- Choose the person type you want to search for: church family, contacts, guests, etc.
- Apply additional filters:
- Include or exclude Inactive or Deceased individuals.
- Search by First Name or Last Name.
- Click the dark blue Search button to generate results.
Viewing Results
- Default List View: Displays a simple list of the selected people types.
- Light Blue “View in Grid” Option: Opens a grid view where you can:
- Quickly update data in bulk.
- Save changes directly from the screen.
- Export the data to CSV or Excel for further analysis.
Using the Church Directory
You can also view your church directory:
1. From the Left Navigation Menu, select Manage > Church Directory.
2. Select the type of people you want to include (e.g., Church Family, Guests, Contacts, etc.).
3. The directory will display results based on your selected criteria, similar to the People Management screen.
Exporting and Bulk Updates
- Use the Grid View to export individuals or organizations:
- Click the Export button to save data in CSV or Excel format.
- In the grid view, you can:
- Make changes to data fields for multiple individuals.
- Save updates directly to the system.
Key Features:
• Customizable Searches: Tailor your search to specific categories, statuses, or individual names.
• Unified Directory: Manage and export all types of people in one place.
• Bulk Updates: Quickly modify records for efficiency.
This guide equips church administrators to efficiently manage people and organizations, keep directories up-to-date, and create reports that meet specific needs.
Related Articles
How to Access and Manage People Passwords in SteepleMate
Users in SteepleMate can change their passwords in two ways: through the person management screen or by using the "Forgot Password" feature on the sign-in screen. This guide explains both methods to help users update their passwords securely and ...How to Set Up Payment Categories for OfferingMate
Streamline the process of recording contributions, track expenses accurately, and ensure that each financial entry is allocated to the correct budget. This classification aids in detailed financial reporting and analysis and simplifies compliance ...Organization Settings in SteepleMate Free
Welcome to SteepleMate! This guide will walk you through the essential steps to set up your Organization Settings so your church can start using SteepleMate efficiently. If you need additional help, don’t hesitate to reach out to your Account ...How to Print Mailing Labels in SteepleMate
1. In SteepleMate, go to the Communicate menu and select Mailing Lists. 2. Set Mailing List Options Choose who to include: Church Family, Contact, Guest, Organization, Other, or Vendor. Only the categories you check will be included in the mailing ...How to Create and Manage Offerings in SteepleMate
SteepleMate’s Offering Management feature helps you efficiently record and manage donations, both physical (cash and checks) and external payments from sources outside your merchant account. One of the core features in this system is the ability to ...
Recent Articles
How to Use the Family Communications Report in SteepleMate
The Family Communications report helps your church review communication activity for specific groups in the system. This is useful when you want to see communication history for ministries or group-based follow-up, such as children’s ministry, Bible ...How to Use the Communicator Report in SteepleMate
The Communicator Report in SteepleMate helps your church review communication activity over a selected period of time. This report shows recorded communication touchpoints and helps you understand how your team has been connecting with people through ...How to Track Communications in SteepleMate
SteepleMate allows your church to record communication activity on a person’s profile so your team can keep track of follow-up and care efforts. This is useful for documenting guest outreach, member care, meetings, phone calls, texts, emails, and ...How to Manage Tasks in SteepleMate
Tasks in SteepleMate help your team keep up with follow-up, office responsibilities, and ministry workflows. You can create tasks for yourself or assign them to other people in the system, set due dates, track progress, and review assigned work from ...How to Add and Use Tags in SteepleMate
Tags in SteepleMate help you organize records, quickly find the right people or families, and create reports based on shared labels. You can apply tags to an individual person or to an entire family, then use Tag Search to locate and export those ...