The People page provides several ways to locate the records you need. You can search by name or email, filter by tags or portal access, or describe a more complex group using AI Search.
Search by name or email
- Go to People.
- Select Standard Search.
- In the search field below, enter part of a person’s name or email address.
Results update as you type. Select Clear Search to display the complete People list again.
Filter by tags
- Select Tags.
- Select one or more tags.
- Close the tag panel to review the matching people.
The number beside a tag shows how many people have that tag. Use Clear inside the tag panel to remove all selected tag filters or click “Clear Search” above the results.
Filter by portal access
- Open the Portal Access menu.
- Choose All People, Has Portal Access, or Does Not Have Portal Access.
Use AI Search
- Select AI Search.
- Describe the people you want to find in your own words.
- Select Search.
AI Search can combine criteria involving names, ages, birthdays, locations, membership, families, lists, tags, giving, volunteering, and missing profile information.
Example searches include:
- Newest members with no email address
- July birthdays in Roswell
- Members without mobile phone numbers
- All people over 40.
If you try and search using criteria that should return results but don’t, let us know so we can expand the AI capabilities in ChurchTrakr.
Work with the results
Select the checkboxes beside matching people, then open Actions. Depending on the current view, you can email them, manage tags, add them to a list or workflow, allow Directory access, archive them, or move them to Trash.