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 ...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 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 ...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 ...Importing Data into SteepleMate
Our team can import your members and finances for free! Let us handle the heavy lifting and get your data into SteepleMate without the hassle. Just send us the exported file from your previous system, or connect with your account manager for ...
Recent Articles
How to Manage Access Levels in SteepleMate
In this guide, we’ll walk you through how to access, modify, and audit user access levels within your SteepleMate system. Step 1: Access the Access Levels Page From the left navigation menu, go to Manage > Access Levels. You’ll be taken to a screen ...Why Aren’t My New Guests Getting Added to the CareTrack Automation?
If you’re noticing that newly submitted guest forms are not triggering the New Guest CareTrack, the most common reason is that the guest hasn’t been marked as “present” for a service. Quick Explanation SteepleMate’s CareTrack automations rely on at ...How to View and Export Custom Form Submissions in SteepleMate
This guide walks you through how to access, view, and export submissions from any custom form or survey created in SteepleMate. Whether you’ve built a form for Vacation Bible School, a church conference, or any other event, you can easily pull ...Add a Live Stream Link to Your Church Website
Make it easy for visitors to watch your church services live or on-demand by adding a streaming site URL to your SteepleMate church website. This guide walks you through how to display a “Watch Now” button that links directly to your YouTube, ...How to Update Your Profile in SteepleMate
Keeping your profile up to date helps church leaders and other members stay connected with you. Here’s how you can update your personal and contact information in the SteepleMate System. How to Access Your Profile Click the person icon at the top ...