Tools
Single-screen tool that creates/updates an individual's Contact, Household, and Participant records - all at the same time.
What is the Add/Edit Family Tool?
The option to search multiple Pages at one time.
What is Global Search?
My Dashboard. My Tasks. My Selections. My Messages. My Notifications.
What are the tabs on my Home Page?
Ascending or descending.
What are sort options?
The record that shows you how a person is engaged in the lifecycle of your church.
What is the Participant Record?
The tool that allows you to create and edit views.
What is the Advanced Search Tool?
Stored permissions and restrictions that can be applied to users.
What are Security Roles?
Simple. Single. Multi-Factor Authentication. Authenticate via Code.
What are types of sign ons?
Visual representation of data that exists on each Page.
What are Charts?
Name the five types of People Records in MP.
What are Contact, Participant, Household, Donor and User?
Available ONLY on the Contacts Page and can be launched from a selection of two or more records.
What is the Combine Contacts Tool?
A predefined filter that limits the data you see in any layout.
What is a View?
List and Grid
What are types of layouts?
Quickly change specific information on multiple records. Should not be accessible to every staff member.
What is Assign?
Record for people who give online, register for events, or manage groups.
What is a User Record?
What is the Inactivate Tool?
This functionality can allow a user to jump into the Platform experience of another user.
What is Impersonate User?
Basic, Advanced, and Recent Records
What are Navigation options?
The ability to secure records on a specific page.
What is applying Record Restrictions?
What is a Contact Record?
32 Views that help ensure your data stays clean.
What are Fix Views?
Great for multi-campus churches that enables them to restrict the data grid to one congregation at a time.
What is Global Filter?
Three types of Search options.
What are Global, Simple, and Column?
Can be created for any View, single Record or Saved Selection and allows for scheduling of data to be sent to a User, User Group, or via Email/Text.
What is a Notification?
Record for employees and volunteers who access the Platform for their work.
What is a User Record?