People
Add and manage members and families.
17 articles
- Exporting your church's data (for data requests / GDPR)How admins export People and giving data, scope exports with filters, and handle individual data and deletion requests.
- How to create, edit, and delete a personPeople profiles are the core of your church data in Gracely. This guide shows you how to add a new person, update their information over time, and remove a record…
- Who can see my contact info in the church directory?A member-facing FAQ explaining who can see your directory entry, the opt-out model, per-field control, and where to change it.
- Member vs visitor: what's the difference in Gracely?Explains the Visitor flag, how it differs from archiving, and how to switch a person between member and visitor status.
- Bulk actions in the People listHow to select multiple people and run bulk actions like email, SMS, group, visitor status, and delete from the People list.
- How to create, edit, and delete a familyFamilies help you group people who belong together in one household. This makes communication, giving, and pastoral care easier and more accurate. In Gracely, families are simple to create and…
- How to create custom fields for member profilesCustom fields let you extend member profiles beyond the default fields in Gracely. You can collect extra details like anniversary dates, membership status, emergency contacts, or anything specific to your…
- Using Advanced Filters in PeopleAdvanced Filters help you narrow down your People list using detailed criteria like age, gender, location, dates, and status. This is especially useful for reporting, communication, and follow-ups.
- How to Add Someone to a FamilyConnecting people to families helps you manage households, giving, communication, and pastoral care more effectively. In Gracely, you can add someone to a family directly from their profile in just…
- Send mass emails to your congregationGracely lets you send emails to multiple people at the same time directly from the People page. This is ideal for announcements, updates, reminders, or any message you want to…
- Member directory privacy: control what you shareThe member directory lets the people in your church find and connect with each other. Every member controls exactly which of their own details appear in that directory photo, email,…
- How to generate a tax statement for a personGracely makes it easy to generate a tax statement for an individual person. Tax statements summarize giving for a selected period and are commonly used for year-end tax purposes.
- How to export or print your people databaseEasily download your people database or create a printable directory for records, mailing lists, or offline use.
- Setting Account Defaults in Church SettingsAccount Defaults help you save time by pre-filling common values when adding new people and using core features.
- How to set someone as inactive or archive a memberArchiving a person in Gracely is the best way to mark someone as inactive while keeping all their data safe. Archived members stay in your database but are excluded from…
- How to order your people list alphabeticallyKeeping your people list ordered alphabetically helps you find members faster and keeps your database clean and predictable. In Gracely, you can change how your people list is sorted in…
- Duplicate ProfilesGracely helps you keep your people database clean by detecting duplicate profiles automatically.